Trading Associate: UMA & Equity Trade Specialist
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Finance & Banking
Job Description & How to Apply Below
Beacon Pointe Advisors is seeking a Trading Associate for our Scottsdale, AZ office to support the Central Support team in executing mutual fund, ETF, and equity trades through Schwab, Fidelity, or SEI. You will research inquiries and help resolve complex account issues, ensuring timely service to high-net-worth clients and advisors.
You will assist with UMA operations via Envestnet, document policies, and collaborate with teams on process improvements.
Our team is growing, and we are hiring a Trading Associate: UMA & Equity Trade Specialist in Scottsdale, AZ, United States.
The position is based in Scottsdale, AZ, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 60.000 - 85.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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