Wealth Ops Lead – Client & Compliance
Job in
Huntersville, Mecklenburg County, North Carolina, 28078, USA
Listed on 2026-01-30
Listing for:
Digital Insurance LLC
Full Time
position Listed on 2026-01-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services, Banking & Finance, Financial Advisor
Job Description & How to Apply Below
A financial services provider in Huntersville, NC seeks a Wealth Operations Manager to ensure efficient client service in wealth management. You will collaborate with various financial institutions for transaction processing and manage client inquiries. The ideal candidate has a strong understanding of financial planning principles, effective communication skills, and proficiency in tools like Charles Schwab. This hybrid position welcomes experienced individuals looking to enhance client experience and streamline operations.
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