UHNW Wealth Ops Specialist (Scottsdale)
Beacon Pointe Advisors LLC
Beacon Pointe Advisors is seeking an exceptional Operations Specialist for our Central Support team in Scottsdale, AZ, to support Ultra High Net Worth clients. The successful candidate will join a talented group delivering investment management and financial planning services to high-net-worth individuals, families and institutions. You will prepare client account paperwork, coordinate with custodians, perform quality control, handle time-sensitive tasks, maintain files in Salesforce and #J-18808-Ljbffr Beacon Pointe Advisors LLC
Vacancy posted 4 days ago
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