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Wealth Management Operations Specialist

OneDigital

OneDigital is seeking a Wealth Management Operations Analyst to ensure compliance and efficiency in operational processes supporting financial advisors and clients. The role involves account onboarding, data integrity monitoring, and resolving escalated issues. Candidates should have a Bachelor's degree and 4-6 years of relevant experience, with hands-on knowledge of custodial platforms. Strong communication and problem-solving skills are essential for success in this pivotal position. #J-18808-Ljbffr OneDigital

Vacancy posted 4 days ago
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