Investment Associate jobs in Frisco, TX
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REGISTERED INVESTMENT ADVISOR (RIA) CLIENT SERVICE ASSOCIATE
Create systems to track and set up investment transfers. Research financial products on the Internet. Generate reports, such as position statements, for advisors meetings with clients. Service client accounts. Process phone calls...
| Company | Cottonwood Capital Advisors |
|---|---|
| Address | Irving, TX |
| Category | Retail |
| Salary | $50,000 - $55,000 a year |
| Job type | Full-time |
| Date Posted | 5 days ago See detail |
Registered Investment Advisor (RIA) Client Service Associate
Cottonwood Capital Advisors
Irving, TX
$50,000 - $55,000 a year
Create systems to track and set up investment transfers. Research financial products on the Internet. Generate reports, such as position statements, for advisors meetings with clients. Service client accounts. Process phone calls...
5 days ago seen See more...
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