Wealth Operations Specialist - Client Accounts & Compliance
Listed on 2026-10-11
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Finance & Banking
Financial Services, Regulatory Compliance Specialist, Financial Compliance, Banking & Finance -
Business
Regulatory Compliance Specialist, Financial Compliance, Banking & Finance
Forge Consulting in Atlanta, GA is seeking an Operations Specialist I
- Wealth to support Investment Officers and Client Support Teams in the daily administration of advisory accounts.
You will handle account opening, maintenance, funding, deposits and disbursements, while ensuring accuracy, internal controls and regulatory compliance.
The role requires exceptional written and verbal communication, attention to detail, and a collaborative attitude to drive service improvements and client outcomes.
This role, Wealth Operations Specialist
- Client Accounts & Compliance at Travel Centers of America, could be your next career step.
Consider building your career as a Wealth Operations Specialist
- Client Accounts & Compliance at Travel Centers of America.
The Wealth Operations Specialist
- Client Accounts & Compliance position in the Finance, Management & Operations field is open for applications.
We have an opening for a Wealth Operations Specialist
- Client Accounts & Compliance in Atlanta, GA, United States within Finance, Management & Operations.
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