Client-Centric Wealth Operations Specialist
Jambalaya Group
Jambalaya Group in Calabasas, CA is seeking an Operations Specialist to support the advisory team with client service delivery and operational execution. You will coordinate client onboarding workflows, maintain CRM data, and help drive marketing initiatives to enhance the client experience. The role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced wealth management environment. #J-18808-Ljbffr Jambalaya Group
Vacancy posted 1 day ago
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