Investment Coordinator — Trade Support & Client Services

A financial services firm in Madison, WI is seeking an Investment Coordinator to enhance client experiences. Responsibilities include completing trades, managing account spreadsheets, and monitoring investments. Ideal candidates will possess strong communication, organizational skills, and have or be able to obtain required securities licenses. This full-time role offers a competitive salary between $65,000 - $85,000 annually depending on experience and qualifications. #J-18808-Ljbffr