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Investment Operations Associate
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-07-27
Listing for:
The Planet Group
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Bank Customer Service, Banking Operations
Job Description & How to Apply Below
The Planet Group is seeking a detail-oriented Client Service Associate to support a growing investment services team. This role is ideal for someone with experience in financial services operations who enjoys process-driven work and thrives in a fast-paced, collaborative environment.
Responsibilities include processing new account openings, maintaining accounts, and handling change requests, plus supporting cash withdrawals, account updates, and other operational transactions; reviewing client
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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