Client-Focused Finance Ops Associate
IAG Wealth Partners
IAG Wealth Partners is seeking a Financial Operations Associate in Waukesha, Wisconsin. This role demands a self-motivated, organized individual capable of providing exceptional administrative, operational, and customer service support. Responsibilities include managing client relationships, processing account setups, and adhering to compliance. The ideal candidate will possess 1-3 years of financial industry experience, a high school diploma, and proficiency in Microsoft Office. A positive attitude and superior client service skills are essential for success in an ever-changing environment. #J-18808-Ljbffr IAG Wealth Partners
Vacancy posted 14 hours ago
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