Client Operations Specialist I

TFO Wealth Partners

FULL_TIME

Salary

$0 - $0 per yearly

Location(s)

  • Maumee OH US

Description

The Client Operations Specialist supports the preparation, processing, servicing, and ongoing maintenance of client accounts and plans. This role works closely with Client Experience Coordinators and the Operations Team to ensure timely, accurate execution of custodial paperwork, CRM updates, and client service requests that support customized client solutions. Essential Duties & Responsibilities.

Tags

  • Sales & Marketing
  • HR & Recruiting
  • Cybersecurity
  • Project Management

How to apply

Apply for this job at: https://api.collabwork.com/api:1SHNakFf/xmljobs?ref=NzBjYTZhMGJiNzk3NGRhNmE3YmQzNTkwOTZkNjBkMzB8Y2QxMzUxYTctNGMyYi00YzczLThkM2MtMDI4NWNjYjBmZTgx&utm_source=collabworkv3site