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Investment Operations Specialist: Client Onboarding

Job in Westport, Fairfield County, Connecticut, 06889, USA
Listing for: Lead Advisor
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 69000 - 80000 USD Yearly USD 69000.00 80000.00 YEAR
Job Description & How to Apply Below
A wealth management recruiting firm in Westport is seeking an Investment Operations Service Associate. This role involves onboarding new clients and servicing existing ones, requiring Series 7 and 66 licenses. Ideal candidates are detail-oriented team players with strong communication skills and a passion for a fast-paced environment. The job is full-time, requiring four days in the office. Compensation ranges from $69,000 to $80,000 annually.

A positive attitude and ability to learn quickly are essential for success.
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