Investment Operations Specialist - Client & Advisor Support

Posted 8 days ago

silkroadFort Worth (TX)

Securities, Commodities, and Financial Services Sales Agents Portfolio Management and Investment Advice

SENIORITY

Mid

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About the role

First Command is seeking a Licensed Investment Operations Associate to support Advisors and clients by processing transactions, capturing data, and resolving discrepancies within department standards. The role emphasizes service quality, accuracy, and cross-training opportunities, including working with multiple systems in a fast-paced environment and potential mandatory overtime when required.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.