Wealth Operations Specialist - Private Client
First United Bank
First United Bank is seeking an Operations Specialist to manage the day-to-day operations of the Delos Private Client Group, coordinating client requests, onboarding, transfers, and service activities. You will maintain SOPs, CRM data, and vendor coordination to create scalable and accurate records. The role partners with advisors and leadership to improve processes, ensure timely client service, and support billing, compliance, and reporting tasks in a growing wealth management environment. #J-18808-Ljbffr First United Bank
Vacancy posted 21 hours ago
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