Posted 6d ago•Frisco, Texas, United States
Investment Operations Specialist
MiddleOn-site (Frisco)Salary undisclosed
Job Description
Summary/Objective
Reporting to the Investment Operations Manager, the Investment Operations Specialist is responsible for onsite support related to coordinating, implementing and maintaining all investment account openings, and service requests, while maintaining confidentiality of client information.
Essential Functions
Process all new account paperwork for CWA recommended investment programs
Manage opening accounts
Process all service requests for existing accounts on CWA recommended investment programs
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