Investment Advisory Support Specialist; Remote
Remote / Online - Candidates ideally in
Meriden, New Haven County, Connecticut, 06451, USA
Listed on 2026-01-30
Meriden, New Haven County, Connecticut, 06451, USA
Listing for:
Advisor Group
Full Time, Remote/Work from Home
position Listed on 2026-01-30
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A financial services firm is seeking an Investment Advisory Specialist to assist in all service activities for advisory accounts. You'll provide exceptional support to advisors and clients, resolving queries and completing transactions effectively. Candidates should possess 2+ years in financial services and a strong customer service background. This full-time role offers a salary of $40,000-$48,000 per year alongside performance-based bonuses, with opportunities to work remotely or on-site.
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