Cain Watters & Associates, LLC

Investment Operations Client Support Specialist

Frisco, Texas, United States · Full-time

Sponsorship not specifiedDetected 20 days ago

CommunicationAdaptability

About the role

Summary/Objective Reporting to the Investment Operations Manager, the Investment Operations Client Support Specialist is responsible for onsite support related to coordinating, implementing and maintaining all investment account openings, and service requests, while maintaining confidentiality of client information. Essential Functions Process all new
account paperwork for CWA recommended investment programs Manage opening accounts Process all service requests for existing accounts on CWA recommended investment programs Ongoing maintenance of accounts Manage closing accounts Serve as a point of contact between CWA and custodians and third-party providers Interact with planning teams and clients, when in

If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at hr@cainwatters.com.

Essential functions and responsibilities and activities may change at any time with or without notice.
Work Environment This job operates in a clerical, office setting.
This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands This is a largely sedentary role
however, some filing may be required.
This would require the ability to lift files, open filing cabinets and bend or stand as necessary.
Position Type and Expected Hours of Work This is a full-time exempt position.
required in office presence on Mondays, Thursdays, and Fridays, or as business need dictates.

This listing is sourced directly from Cain Watters & Associates, LLC's careers page and normalized into a canonical job model.