Wealth Operations Specialist: Client Service & Alternatives

CMC Recruiting

Our client is a growing wealth management firm delivering personalized service to a sophisticated client base. The role ensures client service, investment operations, and alternative investment workflows run smoothly and accurately. The ideal candidate is detail-oriented, owns processes end-to-end, and thrives in deadline-driven environments with complex workflows around alternatives. You will partner with advisors and clients to ensure accounts, reporting, and service workflows are executed at #J-18808-Ljbffr CMC Recruiting

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Vacancy posted 1 day ago

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