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Investment Operations Specialist & Client Liaison

Job in Orlando, Orange County, Florida, 32885, USA
Listing for: Claire Myers Consulting
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A boutique advisory firm in Orlando, FL is seeking an experienced Investment Operations Associate. This role involves managing investment operations and supporting financial advisors. Responsibilities include opening accounts, client communications, and ensuring smooth operational workflows. Ideal candidates will have over 2 years of investment operations experience and proficiency in related financial platforms. This full-time position offers a competitive salary and opportunity for bonuses.
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