Wealth Management Operations - Southfield
2 weeks ago

Job summary
We prioritize your growth well-being and success from day one.
Responsibilities
- Client services administration
- General tasks such as adhering to policies procedures developing maintaining process policies procedures frequent interaction with internal external professionals cross training back up to other team members roles operations coordinating workload with other team members reviewing agreements familiarizing paperwork compliance self review of tasks performed client deliverables managing prioritizing tasks workflows serving liaison advisors broader PMFA operations team fielding questions related client data reports items result work researching resolving issues client information
Job description
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