Director of Investor Operations at Robert Half in Baton Rouge, Louisiana

Posted in Other about 15 hours ago.

Type: full-time





Job Description:

We are seeking a motivated and team-oriented Director of Investor Operations to manage client onboarding, process account changes and maintenance, and support financial planning initiatives. In this role, you will leverage your skills to ensure a seamless client experience and utilize financial planning software to create tailored financial plans. A positive attitude and a collaborative approach are essential for success in this position.

Key Responsibilities:
  • Oversee and streamline the client onboarding process, ensuring accuracy and compliance.
  • Handle account updates, changes, and maintenance with a client-first mindset.
  • Learn and utilize financial planning software to develop personalized financial plans.
  • Work closely with team members to address client needs and achieve business goals.
  • Maintain regulatory compliance, including adherence to Series 6 and 63 requirements.

Requirements:
  • Active Series 6 and 63 licenses.
  • Experience in investment account management, client services, or financial planning.
  • Ability to quickly learn and adapt to financial planning software and tools.
  • Positive attitude, strong interpersonal skills, and a collaborative team player.
  • Excellent attention to detail and ability to prioritize tasks in a fast-paced environment.

More jobs in Baton Rouge, Louisiana

Other
about 1 hour ago

Simplus
Other
about 6 hours ago

Chegg, Inc.
Other
about 7 hours ago

Honu Services
More jobs in Other

Other
22 minutes ago

Lithko
Other
22 minutes ago

Lithko
Other
22 minutes ago

Lithko