Union Bank & Trust Company
Hybrid Investment Relationship Coordinator
Union Bank & Trust Company, Lincoln, Nebraska, United States, 68511
A financial institution in Lincoln, Nebraska, is seeking an Investment Relationship Coordinator to support investment solutions sales and client implementation. The role involves providing excellent customer service, handling IRA accounts, and coordinating with Investment Officers. Candidates should have 2-5 years of investment operations experience and a strong understanding of IRA regulations. This position allows for hybrid work, emphasizing a commitment to customer service and effective communication.
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