Wealth Operations & Client Services Specialist

Mission Wealth Management LP

Mission Wealth Management LP in Lisle, IL is seeking a Client Service Representative to join the in-office Operations team. The role focuses on professional client service, onboarding support for new clients, and optimizing processes with a keen eye for detail and excellent communication. You will manage account paperwork with Fidelity/Schwab platforms, assist with client portal access, and collaborate across departments to enhance service delivery. #J-18808-Ljbffr Mission Wealth Management LP

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Vacancy posted 2 days ago

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