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Series 66 and 7 Licensed Associate
A company is looking for a Sr. Invest Operations Associate to join their Investment Operations team. Key Responsibilities Manage the full lifecycle of investment-related customer support and inquiries Handle specialized processes including transfers, rollovers, and payment resolutions Collaborate with internal teams to support operations and enhance process efficiency Required Qualifications FINRA SIE, Series 66, 7 license or ability to obtain within 6 months of hire 3-5 years of experience in investment, banking, or financial operations Detail-oriented with a strong work ethic and proactive approach Flexibility with working hours, including evenings and weekends Passion for customer engagement and solving complex issues
A company is looking for a Sr. Invest Operations Associate to join their Investment Operations team.
Key Responsibilities
Manage the full lifecycle of investment-related customer support and inquiries
Handle specialized processes including transfers, rollovers, and payment resolutions
Collaborate with internal teams to support operations and enhance process efficiency
Required Qualifications
FINRA SIE, Series 66, 7 license or ability to obtain within 6 months of hire
3-5 years of experience in investment, banking, or financial operations
Detail-oriented with a strong work ethic and proactive approach
Flexibility with working hours, including evenings and weekends
Passion for customer engagement and solving complex issues