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Financial Consultant

Investment Operations Associate: Client Services & Advisory Ops

Job in Summit, Union County, New Jersey, 07902, USA
Listing for: Claire Myers Consulting
Full Time position
Listed on 2026-01-23
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Business
Job Description & How to Apply Below
A boutique advisory firm is seeking an experienced Investment Operations Associate in Summit, New Jersey. In this role, you will be the primary point person for multiple advisory teams, handling various tasks including account openings, processing transactions, and maintaining client agreements. The ideal candidate has over 2 years of investment operations experience and proficiency in financial management platforms. This position offers a competitive salary package along with a bonus and benefits.
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Position Requirements
10+ Years work experience
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