Client Onboarding & Operations Specialist
Twin Peaks Wealth Advisors
Twin Peaks Wealth Advisors is seeking a Client Services Associate to drive the onboarding, funding, and money movement processes that underpin a flawless client experience. You’ll manage account openings across custodians, ensure precise transfers, and keep CRM data audit-ready while collaborating with compliance. Ideal candidates will bring at least 5 years in client services at an RIA or fintech, with hands-on experience in Schwab, Fidelity, and planning tools like eMoney and Black Diamond, #J-18808-Ljbffr Twin Peaks Wealth Advisors
Vacancy posted 3 days ago
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