Investment Operations Specialist Broker-Dealer & Client Experience
rk partnersChicago, IL
Investment Operations Specialist Broker-Dealer & Client Experience
rk partnersChicago, IL
9 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsBrokerage ClerksFinancial Clerks, All OtherIndustries
Investment Banking and Securities IntermediationMiscellaneous Financial Investment ActivitiesPortfolio Management and Investment AdviceAbout the role
RK Partners in Chicago, IL seeks an Investment Operations specialist to support the Investment Specialist in daily operations, broker-dealer paperwork, and client meetings. Role requires obtaining FINRA Series 66 & Series 7 and Series 66 licenses within 9 months.
In-person position with biweekly compensation and an employee benefits package. Responsibilities include coordinating the investment calendar, training Registered Representatives, and coordinating with home office on initiatives while
Matching similar jobs
JOB OVERVIEW
Experience level
Mid
Location
Chicago, IL
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Investment Banking and Securities Intermediation
Posted
9 days ago
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE