Client Onboarding & Operations Specialist
The LifeWealth Group
The LifeWealth Group is seeking a Client Operations Specialist in the Town of Florida, NY. This position is crucial for ensuring seamless communication between clients, advisors, and the Operations team while managing day-to-day client and account support. The ideal candidate should have over a year of experience in a financial support role and must be detail-oriented. They will assist in account openings, process applications, and support money movement functions. Familiarity with Microsoft Office and CRM systems is essential. Join us to thrive in a fast-paced, technology-driven environment! #J-18808-Ljbffr The LifeWealth Group
Vacancy posted 5 days ago
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