Client Operations Specialist
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Job Description Job Description The Client Operations Specialist provides essential support across account servicing, asset movement, documentation, and client communication.
This role ensures a smooth, accurate, and compliant experience for clients while supporting advisors with day‐to‐day operational needs.
Key
Responsibilities
Asset Movement & Transactions Process ACAT and non‐ACAT transfers, ACH requests, journals, and domestic/international wires.
Set up on‐demand and periodic contribution…
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