Full-Time Investment Support jobs

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INVESTMENT OPERATIONS CLIENT SUPPORT SPECIALIST

Process all new account paperwork for CWA recommended investment programs. Process all service requests for existing accounts on CWA recommended investment programs. Manage closing accounts. Serve as onsite point of contact betwee...

CompanyCain Watters And Associates
AddressFrisco, TX
CategoryInformation Technology
Salary$55,000 - $70,000 a year
Job typeFull-time
Date Posted 14 hours ago See detail

Investment Operations Client Support Specialist New

Cain Watters And Associates

Frisco, TX

$55,000 - $70,000 a year

Process all new account paperwork for CWA recommended investment programs. Process all service requests for existing accounts on CWA recommended investment programs. Manage closing accounts. Serve as onsite point of contact betwee...

Consultant Care Business Planning and Investment Support-Remote

Florida Blue

United States

$80,800 - $101,000 a year

Medical, dental, vision, life and global travel health insurance;. Income protection benefits: life insurance, Short- and long-term disability programs;. Leave programs to support personal circumstances;. Retirement Savings Plan i...

Sr Associate, Equity Investment Mgmt. Support

Orix Usa Lp.

New York, NY

$180,000 per year

Support evaluation, structuring, negotiation, & financing transactions. Perform credit investment research, financial analy-sis valuation & modeling industry analysis & diligence. Apply online at working-at-orix/ Req # R0003394...

Software Support Technician (Investment Finance)

Finfolio

Remote

From $50,000 a year

We make wealth management simpler! A SaaS solution that is the back office for professional wealth managers. Our software reports, trades, and bills investment accounts. 100% remote company with great benefits. Startup, small-comp...