Investment Operations Specialist — Broker-Dealer & Client
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Banking & Finance
RK Partners in Chicago, IL seeks an Investment Operations specialist to support the Investment Specialist in daily operations, broker-dealer paperwork, and client meetings. Role requires obtaining FINRA Series 66 & Series 7 and Series 66 licenses within 9 months.
In-person position with biweekly compensation and an employee benefits package. Responsibilities include coordinating the investment calendar, training Registered Representatives, and coordinating with home office on initiatives while
This is an excellent opening to take on the Investment Operations Specialist — Broker-Dealer & Client Experience role at RK Partners.
Step into the Investment Operations Specialist — Broker-Dealer & Client Experience role at RK Partners in Chicago, IL, United States and grow with us.
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