Wealth Management Group - Operations Specialist

A Hiring Company; Rock Valley (IA); On-site; USD 55,000 - 75,000; Full time

Job summary

A financial services provider is looking for a Mid-Senior level Operations Specialist for their Wealth Management Group. The role involves assisting in managing client relationships and ensuring client account files are maintained according to policies and regulations. This full-time position is ideal for candidates with a background in finance and a keen understanding of compliance requirements.

Responsibilities

• Assist in managing client relationships.
• Maintain client account files according to bank policies.

Job description

Overview

Wealth Management Group - Operations Specialist

Join to apply for the Wealth Management Group - Operations Specialist role at A Hiring Company.

Responsibilities

• Reports directly to the Wealth Management Group Lead Operations Specialist and assists WMG Officers in the management of client relationships and maintaining client account files in conformity with bank policy and regulatory requirements.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Business Content