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Wealth Management Operations Specialist

Coasthills Federal Credit Union

CoastHills Federal Credit Union seeks a Wealth Management Operations Associate in Santa Maria, CA. You will provide advanced operational support for Wealth Management clients, ensuring a positive experience and exceptional service. The role involves data analysis, processing accounts, and supporting marketing and client communications. Knowledge of securities and insurance products and proficiency with MS Office and CRM tools are required. #J-18808-Ljbffr Coasthills Federal Credit Union

Vacancy posted 1 day ago
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