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Investment Operations jobs in Texas

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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 7 days ago See detail

Investment Operations Client Support Specialist

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...

7 days ago seen See more...

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