Investment Operations
Kestra Financial Independent Advisor · Columbia, MD, US
- Posted
- 972 days ago
- Last confirmed live
- 1 day ago
From the employer’s posting
The Investment Operations person has responsibility for the efficient and effective operations. This includes the managing of client relations, investment operations and general office responsibilities. Essential Duties & Responsibilities : Client Responsibilities Record conversations and requests in SmartOffice Process distribution requests Investment Operations Responsibilities Maintain client records and notes in SmartOffice. Open new investment accounts/schedule client meetings Utilize…
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