Wealth Management: Client Service & Operations Specialist
Vaco Charlotte
Vaco is seeking a Client Service & Operations Specialist in Columbus, OH to serve as the primary contact for clients by phone, email and in person. You will process investment paperwork, coordinate transfers, and maintain client records with strict confidentiality. The role supports advisors, schedules meetings, and helps with events and marketing initiatives while driving efficient office workflows. A 5+ year wealth management background and Series 6 are required, with Life & Health licensing #J-18808-Ljbffr Vaco
Vacancy posted 1 day ago
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