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Investment Operations & Client Onboarding Associate (Hybrid
Job in
Windsor, Hartford County, Connecticut, 06006, USA
Listed on 2026-08-04
Listing for:
Work180
Full Time
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Fiducient Advisors, a Wealthspire company, seeks a Middle Office Associate to support onboarding, account setup, transaction processing, and accurate client records for Institutional OCIO and Discretionary Practice accounts.
You will collaborate with custodians and internal teams, respond to inquiries, maintain CRM and trading records, and provide backup support to Trade Operations in a hybrid role with occasional travel.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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