Client Operations Lead – Hybrid Onboarding & Cash Flow

A financial services firm in the United States is seeking an Operations Professional to manage client accounts and ensure timely onboarding and transfers. The ideal candidate will have 2-4 years of experience in RIA client service and a strong command of Excel. This hybrid role allows for flexibility, involving both in-office and remote work after training. Benefits include competitive salary and a profit share program.#J-18808-Ljbffr