Wealth Operations Specialist II — Onboarding Liaison
CapTrust Advisors, LLC
CapTrust Advisors, LLC is hiring a Wealth Operations Associate II in Phoenix, AZ. The role focuses on onboarding new client accounts and requires strong organizational skills, attention to detail, and the ability to manage tasks under tight deadlines. Candidates should possess a relevant four-year degree, along with 2-3 years of experience in operations or client service within the financial services sector. This full-time position has fixed hours with a dedicated team and offers a supportive work environment with various employee benefits. #J-18808-Ljbffr CapTrust Advisors, LLC
Vacancy posted 2 days ago
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