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Operations Specialist
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Full-time
- JOB TITLE: Operations Specialist
- REPORTS TO: Senior Director of Operations
- Process new business for Investment Advisor and Broker Dealer.
- Keep informed on onboarding best practices in relation to custodians and the firms CRM and translating those into guides for the firms’ advisory service teams.
- Provide ongoing support for advisory teams in relation to client onboarding and ongoing client maintenance.
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