Investment Operations Specialist - Client & Advisor Support

L4

silkroadFort Worth, TX7 days ago
First Command is seeking a Licensed Investment Operations Associate to support Advisors and clients by processing transactions, capturing data, and resolving discrepancies within department standards. The role emphasizes service quality, accuracy, and cross-training opportunities, including working with multiple systems in a fast-paced environment and potential mandatory overtime when required.
Apply now
Apply now

Level

MidL4

Location

Fort Worth, TX

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Portfolio Management and Investment Advice

Posted

7 days ago

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