Client Service & Operations Associate - Path to Advisor
Wall Street Alliance Group
Wall Street Alliance Group in New York seeks an experienced Operations Servicing specialist to support our financial advisors from new account openings through ongoing account servicing, reporting, and compliance recordkeeping. Key duties include opening accounts in Wealthscape, routing documents via DocuSign, managing transfers, CIP/KYC, CRM data, fees billing, and maintaining strong client service and regulatory standards. #J-18808-Ljbffr Wall Street Alliance Group
Vacancy posted 2 days ago
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