Remote Investment Operations Associate: Portfolio & Client Services

Dynamic Advisor Solutions; Phoenix (AZ); Remote; USD 50,000 - 53,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Paid time off and holidays

Job summary

A financial services firm is seeking a highly organized Investment Operations Associate in Phoenix, AZ. This role involves providing support for client portfolios, ensuring data accuracy, and collaborating closely with advisors. Candidates should have a bachelor's degree in finance/business, strong communication skills, and 1-2 years of experience in the financial sector. The company values diversity and offers a comprehensive benefits package including medical, dental, and retirement options.

Qualifications

• 1-2 years of professional work experience (or internship) in the financial services industry preferred.
• Proficiency in portfolio management software and CRM systems.
• Strong Microsoft Office skills (Excel, Word, Outlook).
• High level of accuracy in managing financial data.

Responsibilities

• Assist with daily account management tasks, including monitoring client accounts.
• Provide responsive support for portfolio inquiries.
• Maintain accurate portfolio data within our CRM and management systems.
• Prepare and review reports for clients and advisors.
• Collaborate with advisors, custodians, and internal teams.
• Handle confidential client information with utmost discretion.

Skills

Proficiency in portfolio management software

Strong Microsoft Office skills

Strong verbal and written communication

Attention to Detail

Education

Bachelor's degree in finance or business

Job description

A financial services firm is seeking a highly organized Investment Operations Associate in Phoenix, AZ. This role involves providing support for client portfolios, ensuring data accuracy, and collaborating closely with advisors. Candidates should have a bachelor's degree in finance/business, strong communication skills, and 1-2 years of experience in the financial sector. The company values diversity and offers a comprehensive benefits package including medical, dental, and retirement options.