Wealth Management Operations Specialist

MAX Credit Union

MAX Credit Union's Wealth Management team seeks a dedicated professional to support Wealth Advisors with client servicing, documentation, and execution of financial plans and investment strategies. You will maintain client files and compliance records, join meetings to capture notes, manage CRM data, assist with onboarding for new clients, and help ensure timely implementation of client goals while upholding regulatory standards. #J-18808-Ljbffr MAX Credit Union

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Vacancy posted 2 days ago

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