Wealth Ops & Advisor Support Specialist
OneDigital
OneDigital is seeking a Wealth Advisor Operations professional to provide high-level support to the Wealth Advisor community and internal teams. You will be the central contact for service requests, data quality, and multi-custodian workflows across major platforms and CRM systems. You will analyze service metrics, collaborate with custodians, and drive process improvements while supporting onboarding and policy-aligned operations. #J-18808-Ljbffr OneDigital
Vacancy posted 3 days ago
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