Wealth Ops Team Lead - In-Office Client Support & Compliance

A financial institution in Rhode Island seeks a Wealth Operations Team Lead for Business Support. This role involves supervising specialists to ensure high-quality service within Wealth Management operations. Key responsibilities include handling client requests, providing coaching, and ensuring adherence to policies. Applicants should possess FINRA Series 7 and 63 licenses, as well as 1+ years of relevant experience. The position requires strong communication skills and a detail-oriented mindset, with a work schedule of 40 hours per week, fully in-office.
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