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Investment Associate - Destin FL @ Synovus

Destin, Florida, 32541OnsiteFull-time
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About this role

Embrace the role of an Investment Associate and support financial advisors in delivering top-tier client service. Leverage your expertise in investment operations, compliance, and client relationship management to drive growth and support clients’ financial objectives. Ideal for professionals with strong analytical skills and a passion for financial services.. Category: Corporate and Investment Banking

Skills

client servicefinancial needs analysistrade executionaccount documentationrisk compliancesales supportclient onboardingdata gatheringconfidentiality managementstakeholder managementproblem resolutionmarketing materials managementtechnology platform adoptionsales reportinginsurance sales

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