Wealth Operations Specialist — Client
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-01-29
Listing for:
OneDigital
Full Time
position Listed on 2026-01-29
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor, Wealth Management, Banking & Finance
Job Description & How to Apply Below
A financial services firm in Charlotte seeks a dedicated individual for back-office operations in wealth management. The successful candidate will ensure efficient client service, manage transactions with financial institutions, and assist advisors. Applicants should have a Bachelor's degree in a related field and at least 5 years' experience in wealth management operations, along with strong communication skills and proficiency in Microsoft Office.
This role offers opportunities for professional growth and competitive benefits.
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