Investment Operations Specialist Broker-Dealer & Client Experience

Posted 10 days ago

rk partnersChicago (IL)

Securities, Commodities, and Financial Services Sales Agents Investment Banking and Securities Intermediation

SENIORITY

Mid

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About the role

RK Partners in Chicago, IL seeks an Investment Operations specialist to support the Investment Specialist in daily operations, broker-dealer paperwork, and client meetings. Role requires obtaining FINRA Series 66 & Series 7 and Series 66 licenses within 9 months. In-person position with biweekly compensation and an employee benefits package. Responsibilities include coordinating the investment calendar, training Registered Representatives, and coordinating with home office on initiatives while

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