Client Accounts Operations Lead
Creative Planning
Creative Planning in Overland Park, KS, is seeking an Operations Manager to partner with Wealth Managers and Financial Planners, preparing and processing paperwork to open and maintain client accounts. The role requires high accuracy, ability to manage multiple tasks, strong communication, and a culture of excellence. You will serve as liaison with custodians and ensure regulatory compliance, contributing to a high-volume, high-detail operation. #J-18808-Ljbffr Creative Planning
Vacancy posted 2 days ago
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