Associate, Client Processing Representative II - Lake Mary, FL
1 month ago
Job summary
We're seeking a future team member for the role of Associate, Client Processing Representative II - Total Wealth Services Ops to join our Wealth Operations team.This role is located in Lake Mary, FL.
In this role, you'll make an impact in the following ways:
- Serve as a lead for the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters
- Act as the primary point of contact for clients and assist in communicating needs and issues internally with operating areas and externally with clients
Job description
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