Wealth Operations & Client Services Specialist
Clayton Services
Clayton Services is seeking a Wealth Management Operations Specialist in Houston, TX to support client onboarding, workflow management, and retirement account operations. The role involves coordinating with custodians, preparing meeting materials, and ensuring timely follow-up on requests. Ideal candidates have 1+ year in wealth management or retirement services, with a Series 65 license preferred and strong organizational, communication, and service orientation. #J-18808-Ljbffr Clayton Services
Vacancy posted 3 days ago
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