Investment Operations Associate
- Employer
- Clarity Financial Planning Group
- Location
- Radnor, Pennsylvania
- Salary
- $60,000-$80,000 per year (range is based on experience)
- Closing date
- Oct 9, 2021
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- Job Role
- Customer / Client Support Specialist
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 1-4 years
- CFP® Certification
- Not necessary
Job Details
The Investment Operations Associate (IOA) supports our Director of Investment Operations (DIO) as they provide Advisors investment service for clients. The IOA supports the processing of new accounts, processes trade requests, and other account service and maintenance as needed. The IOA works closely with the DIO and Advisors in evaluating and updating client accounts, and regularly communicates on investment matters. The IOA works directly with clients and prospects in new business development and client service.
Company
Clarity Financial Planning Group is a multi-advisor planning team affiliated with Northwestern Mutual. We work with both individuals and business in building and implementing financial plans. Our team has over 90 years of combined industry experience, with all advisors holding the CFP designation.
- Website
- http://cfpg.nm.com/
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