Investment Operations Specialist - Client & Advisor Support
silkroadFort Worth, TX
Investment Operations Specialist - Client & Advisor Support
silkroadFort Worth, TX
7 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsFinancial Clerks, All OtherBrokerage ClerksIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities IntermediationAbout the role
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.
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JOB OVERVIEW
Experience level
Mid
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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