Wealth Management Client Services Specialist
Mission Wealth Management LP
Mission Wealth is seeking a Client Services Representative to support the Central/East Coast Operations team from our Scottsdale office. The role combines client service excellence with hands-on onboarding support, including new accounts, registrations, and portal access. A strong focus on accuracy, problem solving, and collaboration with internal teams is essential. You will contribute to a high-performing operations group, leveraging Fidelity/Schwab platforms and Salesforce to streamline #J-18808-Ljbffr Mission Wealth Management LP
Vacancy posted 2 days ago
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