Brokerage New Accounts Associate -
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Waddell & Reed, Inc. -
Overland Park, KS
As part of the New Accounts team in the Waddell & Reed Brokerage department this position has a variety of duties related to the processing of brokerage & outside mutual fund accounts. Primary duty is to review and process account related items including but not limited to new accounts and maintenance requests. This individual is responsible for delivering a high level of support in a high risk environment which is also fast-paced with frequently changing priorities. Responsibilities Responsibil
From Waddell & Reed, Inc. -
30+ days ago
Brokerage New Accounts Associate jobs in Overland Park, KS
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Client Service Specialist - Overland Park
Charles Schwab Corporation - Overland Park, KSand new account processing Proactively uncovering additional business development opportunities Scheduling clients with an Associate Financial...From Charles Schwab Corporation - 16 days ago - save job more...
Waddell & Reed, Inc. jobs
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Assistant Portfolio Manager
Waddell & Reed, Inc. - Overland Park, KSAssistant Portfolio Manager sought by Waddell & Reed Investment Management Co. (Overland Park, KS) to assist in the development and execution of overa...From Waddell & Reed, Inc. - today - save job more... -
Senior Specialist WRAP
Waddell & Reed, Inc. - Overland Park, KSThe primary responsibility of this position is to serve as a supervisory principal for W&R Investment Advisor Representatives' (IAR) WRAP account busi...From Waddell & Reed, Inc. - today - save job more... -
Choice Compliance Surveillance Analyst
Waddell & Reed, Inc. - Overland Park, KSConduct surveillance of Choice financial advisors and firm securities sales and investment advisory activities, primarily executed through the Pershin...From Waddell & Reed, Inc. - today - save job more...
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