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Client Operations & Onboarding Specialist

Job in Maumee, Lucas County, Ohio, 43537, USA
Listing for: TFO Wealth Partners, LLC
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
  • Business
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial firm is seeking a Client Operations Specialist in Maumee, Ohio. This role supports the preparation, servicing, and maintenance of client accounts. Responsibilities include managing documentation, coordinating with custodians, and ensuring accurate CRM updates. The ideal candidate will possess strong communication and organizational skills, with a Bachelor’s degree preferred. Join a team-oriented environment focused on delivering exceptional client service.
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