Investment Operations Associate: Client Service Lead

A boutique advisory firm is seeking an Investment Operations Associate to manage investment operations and support Financial Advisors in servicing their clients. The role involves account opening, handling custodial issues, and liaising between Advisors and investment teams. Candidates should have a minimum of 2 years of experience in investment operations, proficiency in relevant software, and familiarity with CRM platforms. Competitive compensation includes base salary and bonus with benefits. #J-18808-Ljbffr