Deliver exceptional client service as a Senior Investment Associate. Manage operations, mentor staff, and ensure effective product coordination in a agile setting.This hands-on role emphasizes leadership, client support, and operational oversight. You will collaborate with both Advisors and external partners, leading a team of Associates to ensure timely execution of services and solutions. Your detail-oriented approach will drive a culture of excellence and continuous improvement.Key Responsibilities:
Lead the preparation of client proposals and reports
Oversee lifecycle management from onboarding to compliance
Ensure transactions are executed accurately and timely
Maintain organized client records within Salesforce
Coordinate with internal teams for smooth executionRequirements:
5–7+ years of experience in investment operations
Proven leadership skills with team management experience
Bachelor’s degree or equivalent
CIRO Registered Representative licensure required
Advanced Excel skills and familiarity with CRM systemsJoin as a key player in driving client engagement and operational efficiency across investment solutions.#J-18808-Ljbffr