Lead Advisor
Investment Operations Specialist: Client Onboarding
Lead Advisor, Westport, Connecticut, us, 06889
A wealth management recruiting firm in Westport is seeking an Investment Operations Service Associate. This role involves onboarding new clients and servicing existing ones, requiring Series 7 and 66 licenses. Ideal candidates are detail-oriented team players with strong communication skills and a passion for a fast-paced environment. The job is full-time, requiring four days in the office. Compensation ranges from $69,000 to $80,000 annually. A positive attitude and ability to learn quickly are essential for success.
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