Investment Operations Specialist - Client Onboarding
Listed on 2026-10-15
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Finance & Banking
Financial Advisor / Consultant, Banking & Finance -
Business
Financial Advisor / Consultant, Banking & Finance
Legacy Advisors, LLC is seeking an Investment Operations Associate to deliver an exceptional client experience. You will manage new client onboarding, including transfers, openings, money movements, data feeds, and reporting, while refining Investment Operations workflows.
You will oversee asset transfers, provide daily support to the investment team, and ensure data integrity across multiple custodians. Strong collaboration and problem solving are essential to align client plans with objectives.
We would love to welcome a new Investment Operations Specialist
- Client Onboarding to our organisation in Harmonville, PA, United States.
We have an opening for a Investment Operations Specialist
- Client Onboarding in Harmonville, PA, United States within Finance.
This role, Investment Operations Specialist
- Client Onboarding at Legacy Advisors, could be your next career step.
Are you ready to take on the Investment Operations Specialist
- Client Onboarding role at Legacy Advisors?
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