Client Relationship Investment Operations Specialist
Experienced Client Relationship Investment Operations Specialist with an in-depth knowledge of investment management and investment advisory case management. Successful candidates will have a profound understanding of investment management new business processing, and advanced case design. Must have the ability to work with clients and advisors to implement wealth management recommendations and to service existing clientele. It is preferable to have experience with our custodian, National Financial Services (NFS), our Registered Investment Advisor, Kestra Advisory Services and our Broker Dealer, Kestra Investment Services. but not required. Insurance experience is preferred but not required.
Process new business
Understanding complex investment concepts
Advanced case design
Interested parties should send their resume and cover letter to:
Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), Member FINRA/SIPC. NFPAS is not affiliated with Tempewick Wealth Management LLC. This material is for informational purposes only and is not meant as Tax or Legal advice. Please consult with your tax or legal advisor regarding personal situation.