Investment Relationship Specialist: IRA & Client Services

A regional financial institution is seeking an Investment Relationship Coordinator to support sales and implementation of investment solutions. The role demands excellent communication skills and attention to detail, ensuring proactive customer service and compliance with bank policies and IRS regulations. Candidates with 2-5 years in investment operations and familiarity with multiple IRA types are preferred. This position offers a hybrid work opportunity after onboarding. #J-18808-Ljbffr