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Account Operations Specialist — Series 24 Principal
Job in
Springfield, Hampden County, Massachusetts, 01119, USA
Listed on 2026-08-10
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-10
Job specializations:
-
Business
Regulatory Compliance Specialist
Job Description & How to Apply Below
Jobtailor is seeking an experienced banking operations professional to lead onboarding, review, and lifecycle management for broker-dealer and custody accounts.
The role involves supervising as a Series 24 principal, overseeing account maintenance, and managing complex structures such as trusts, estates, and corporate entities. You will collaborate with Client Service and advisors to resolve inquiries and ensure compliant documentation.
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