Job Description
Cetera Investment Services is currently seeking an Operations Associate to join our team and provide Mutual Fund support to our clients and representatives. This is an exciting role where you will help to create raving fans by delivering excellent service to our clients and contribute to the company’s goal: build and maintain client loyalty by creating the world’s most referable platform. This position is located in St. Cloud, MN.
What will you do:
As a Mutual Fund Operations team associate at Cetera Investment Services, you will be responsible for providing operational support for mutual funds within operations and trading departments.
• Daily processing of work associated with the department. This may include processing trade corrections, systematic purchases and redemptions, shareholder change of dealers, and rep changes
• Ensures that any rejected trades and trade corrections are processed in a timely manner
• Researches and resolves issues in ...
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