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Financial Services

Investment Operations & Client Onboarding Specialist

Job in Louisville, Jefferson County, Kentucky, 40201, USA
Listing for: Strategic Wealth Designers
Full Time position
Listed on 2026-01-02
Job specializations:
  • Business
  • Finance & Banking
    Financial Services
Job Description & How to Apply Below
A financial services firm in Louisville is seeking an Investment Operations Associate focused on client onboarding. This role involves supporting the advisory and relationship management teams by processing new account paperwork and ensuring a smooth onboarding experience. Ideal candidates will have 1-3 years of relevant experience, strong organizational skills, and proficiency in MS Office and CRM tools. The role requires attention to detail and the ability to work independently in a dynamic environment.
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