Wealth Management Ops Specialist (Hybrid, SF)
Claire Myers Consulting
Claire Myers Consulting is seeking a Wealth Management Operations Associate in San Francisco. This hybrid, full-time role focuses on investment operations with future expansion into insurance operations, SOP creation, and process improvement. Training period requires in-office presence 3–4 days per week to ensure a seamless client experience. The candidate will support account openings, transfers, and money movements, while coordinating insurance applications and underwriting. #J-18808-Ljbffr Claire Myers Consulting
Vacancy posted 2 days ago
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