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Wealth Management Client Services & Operations Lead

Aston Carter

Aston Carter is seeking an RIA Client Service and Operations Manager in Bellevue to support client service, operations, and admin tasks for a small team. It is a full-time, onsite role from 8:00 a.m. to 4:30 p.m., with emphasis on client service, operations, and leadership responsibilities. Ideal candidates have 2–5+ years in wealth management or financial services, Series licenses are a plus, and strong CRM/MS Office skills. #J-18808-Ljbffr Aston Carter

Vacancy posted 1 day ago
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