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Executive Investment Operations Associate Jobs in Ohio

MarshBerry is a global leader in investment banking and strategic consulting for the financial ... MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange ...

Sales Operations Associate

Woodmere, OH · On-site

$100K - $120K/yr

MarshBerry is a global leader in investment banking and strategic consulting for the financial ... MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange ...

Our business is growing, and we're investing in our operations and people. We believe in hands-on ... About the Role: Operations Associate As an Operations Associate, you'll play a key role in ...

Investment Relationship Associate

Hudson, OH · On-site

$36K - $45K/yr

Client Service & Operations Level & Status P3, Exempt Position Description: The Investment Relationship Associate supports the Investment Team by executing operational and administrative processes ...

A Culture You'll Want to Be Part Of - Be part of a company that invests in its teammates, with real ... The Store Operations Associate is responsible for two key areas: Customer Service * Developing ...

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Operations Associate

Cincinnati, OH • On-site

Full-time

Re-posted 16 days ago


Job description

Operations Associate (Investment & Insurance)
Cincinnati, OH
Full-Time/Direct-Hire
  • Job Duties
    • Effective communication with advisors and clients
    • Main team contact for all service requests
    • Performs all new client paperwork and assists in client onboarding
    • Manages ACAT, rollover process and transfers
    • Handles all client "money movement" (ACH, wires, RMDs, etc.)
    • Performs all insurance underwriting
    • Assist advisors with new and in-force illustrations
  • Degrees & Licenses
    • 6/7/63/SIE/L&H
  • Industry experience
    • 1-5 years
  • Skill Requirements to excel in this position
    • Knowledge of Pershing Platform and proficient with investment operations tasks
    • Organized and responsive to team requests
    • Understanding of team goals and philosophy
    • Knowledge of underwriting and POS procedures
    • Knowledge of outside business underwriting and service procedures
    • Process Driven
    • Great attitude