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Wealth Ops & Client Accounts Specialist

OneDigital Investment Advisors LLC

OneDigital is seeking a Wealth Management Operations Specialist to deliver day-to-day operational and administrative support for branch offices. You will ensure accurate account setup, system maintenance, reporting, and compliance with company policies. You will work with custodians and internal partners, supporting audits, procedures, and improvements while upholding high service standards. #J-18808-Ljbffr OneDigital Investment Advisors LLC

Vacancy posted 2 days ago
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