Wealth Brokerage Operations Associate - Client & Docs Support
Dexian
Dexian is seeking candidates in Scottsdale, Arizona, for a role that requires wealth management or broker dealer experience. The position is open to recent graduates with a Bachelor’s degree in Finance and Business. The successful candidate will process brokerage account documents and ensure all required fields are complete and accurate. They will also provide call center support, responding to inquiries from financial professionals with professionalism and courtesy. #J-18808-Ljbffr Dexian
Vacancy posted 20 hours ago
Similar jobs that could be interesting for youBased on the Wealth Brokerage Operations Associate - Client & Docs Support in Scottsdale, AZ vacancy
$90k - $100k
Overview Our client is looking for a Operations Client Service Manager to manage relationships with existing... ...with a strong understanding of the wealth management industry and the technology... ...leverage platform capabilities to support their workflows, improve operational...SuggestedWork at office- The Quantum Group in Scottsdale, AZ is seeking a Client Services Specialist to support reporting, day-to-day processing, and administrative tasks in our operations team. You will help issue and process our fixed annuity products, handle workflows (Salesforce), prepare...Suggested
- Must have wealth management experience or Broker dealer experience... ...will be Process brokerage account documents with a high... ...required fields, signatures, and supporting materials are present Call... ...Service, Advisor Support, Client Support, Operations Support, Account...Suggested
- FineMark Bank & Trust seeks an organized professional to support a trust administrator with account setup, transfers,... ..., and tax/portfolio accounting functions to enhance client service. Qualifications include an associate degree and 2+ years in transactional banking or...SuggestedFull time
- ...SummaryJoin a quality-focused operations team responsible for helping ensure institutional client transactions are processed accurately... ...identify processing gaps and support continuous improvement.Key... ...operations, banking, brokerage, retirement, or other regulated...SuggestedFull time
Vanguard
Scottsdale, AZ2 days ago - ...is responsible for owning the end-to-end delivery and operational success of assigned client programs. This role combines Project Management Office... ...and identify potential delivery gaps or constraints. Support change management processes, including scope changes and...
GMI
Scottsdale, AZ17 days ago $43k - $48k
...Financial Services team, supporting the efficient and accurate handling of brokerage account documentation.... ..., and processing client account requests—including... ...more. Responsibilities Operations Processing Process brokerage... ...with Envestnet / Wealth Management Platform. Bachelor...Work experience placementInternshipWork at office- ...seeking a Processing Specialist to join the Financial Services team in Scottsdale, AZ. This position focuses on accurately handling brokerage account documentation, including account openings and transfers, while ensuring compliance with industry standards. The ideal...
$48k - $52k
...Investment Advisory (IWS) Operations Specialist Location(s)... ...Advisory (IWS) Support team, you will assist our advisors, their clients, and other team members... ...: 4+ years of related brokerage experience 1+ years of... ...Experience with Envestnet / Wealth Management Platform...Full timeWork at officeRemote work$38.3k
...distribution methods, along with excellent client service and support. In addition to our robust domestic... ...of Business and Team The Premium Operations Associate is responsible for managing... ...career development, so we provide a wealth of ways for you to keep learning, including...$43k - $48k
...in Financial Services Operations Processing Specialist New... ...Services team, supporting the efficient and accurate handling of brokerage account documentation.... ...processing a variety of client account requests-including... ...Experience with Envestnet / Wealth Management Platform...Full timeWork experience placementInternshipWork at office- Gusto is seeking an HR Consultant to lead people operations for designated small business clients. You will drive processes, implement modern HR tech, and... ...with leadership, manage onboarding/offboarding, payroll support, benefits, and analytics to inform people strategy...
- Brighton Jones is seeking a talented Central Operations Associate in Scottsdale, Arizona, to join their regional operations team. This role significantly impacts client experience and requires strong organizational and communication skills. The ideal candidate will have...
- Trading & Investment Operations Associate Location 100% onsite in Scottsdale,... ...The Company We are a leading Wealth Tech firm and Turnkey Asset... ...visibility. Operational Excellence Support the day-to-day operational... ...Support Collaborate with client service, compliance, and...Full timeRelocationRelocation package
$16.5 per hour
...in all indoor areas of Barry's studios and corporate offices. About the Role The Client Operations Lead is an introductory leadership position that involves hands-on support in driving studio sales and operations, ensuring efficiency and quality across all areas...Hourly payLocal areaShift workNight shiftWeekend workDay shiftBarry's
Scottsdale, AZ3 days ago- Osaic is seeking an Investment Advisory Support specialist in Scottsdale to assist advisors, their clients, and team members across operational and service activities for qualifying accounts (WMP). You will collaborate across functions to ensure exceptional service in every...
- Osaic is seeking an Investment Advisory (IWS) Operations Specialist in Scottsdale to join our client-centric Support team. You will help advisors and clients across advisory accounts with service and operational requests, ensuring accurate processing and exceptional experiences...Full timeWork at office
$24 - $28 per hour
...motivated, organized, and goal-oriented Operations Associate to join our team. About The Job We are... ...Associate to join our team. We value client-centric individuals who thrive in a... ...will secure back-of-house efficiency, supporting the team in providing efficient service...Hourly payPart timeLocal area$18 - $20 per hour
...Saks Global's portfolio of world-class luxury retailers and real estate assets. YOU WILL BE As a Seasonal Operations Associate, you will work to enhance our client experience with our operations team during our most magical time of year. Reporting to an Operations Manager...Hourly payFull timeSeasonal workRemote workFlexible hoursNight shift- Summary The Seasonal Operations Associate supports store operations during the holiday season, helping ensure merchandise is ready for the selling floor and client orders are fulfilled. The role reports to an Operations Manager and contributes to a safe, exceptional client...Seasonal workFlexible hoursNight shift
$24 - $28 per hour
Operations Associate, Part Time - Scottsdale We are seeking a motivated, organized, and goal-orient... ...Associate to join our team. We value client-centric individuals who thrive in a... ...will secure back-of-house efficiency, supporting the team in providing efficient service...Hourly payPart timeLocal area- Trajan Wealth LLC is seeking a Client Services - Annuity Specialist to accurately process new annuity account applications from submission to funding... ..., with opportunities to liaise with carriers and support advisors and clients with status updates. Strong communication...
$80k - $87k
...paced world of trust and operations. We are seeking an... ...Trust and Operations Associate to collaborate with our... ...helping us exceed our client’s expectations and be... ...SPECIALIST DEPARTMENT: WEALTH MANAGEMENT ARIZONA REPORTS... ...activities in support of the Trust Department...Full timeWork experience placementMonday to Friday$18 - $20 per hour
## Seasonal Operations Associate PT Hours (BOH)Apply: NM\\_0229\\_SCOTTSDALE: Part time: Posted Today: R-109207**Job Description:******WHO WE... ...Seasonal Operations Associate, you will work to enhance our client experience with our operations team during our most magical...Hourly payFull timePart timeSeasonal workRemote workFlexible hoursNight shift- ...division of Commerce Bank, seeks an Administrative Trust Associate to provide daily support to the trust administrator, handle account setup/transfer... ...portfolio accounting functions while delivering excellent client service in a collaborative, growth-minded team...
- Seasonal Operations Associate (Part-Time) - Fashion Square Mall Scottsdale, Arizona, United States... ...The Seasonal Operations Associate supports store goals during peak and high-volume... ...support business-driving strategies Resolve client needs quickly & effectively ensuring...Part timeWork experience placementSeasonal workLocal areaShift workWeekend work
- A leading fitness studio in Scottsdale is seeking a Client Operations Lead to ensure a high-quality client experience. In this role, you will support studio operations, maintain cleanliness, and deliver exceptional service. The ideal candidate will have strong hospitality...Shift work
- Tiffany & Co. in Scottsdale seeks an Operations Professional to sustain the Tiffany Experience. You will lead back-of-house operations, deliver exceptional client service, and partner with leadership to support sales initiatives. The role requires 2-3 years in retail operations...Night shiftWeekend work
- Tiffany & Co. in Scottsdale seeks an Operations Professional to maintain the Tiffany Experience in-store. You will lead back-of-house operations, support client service, and partner with store leadership on key initiatives that drive sales and exceptional service. This...
$29 - $36.2 per hour
.... We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global... ...and service-minded Administrative Operations Specialist to join our Central... ...accurate, responsive, and dependable support to our Client Service teams and clients...Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hoursBrighton Jones LLC
Scottsdale, AZ20 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Brokerage Operations Associate - Client & Docs Support. Be the first to apply!
Related searches
- trust operations specialist Scottsdale, AZ
- it operations coordinator Scottsdale, AZ
- systems operations specialist Scottsdale, AZ
- global operations specialist Scottsdale, AZ
- provider operations coordinator Scottsdale, AZ
- aviation operations specialist Scottsdale, AZ
- operations consultant Scottsdale, AZ
- office operations specialist Scottsdale, AZ
- remote operations specialist Scottsdale, AZ
- people & operations coordinator Scottsdale, AZ