More jobs:
Private Wealth Client & Ops Lead
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-07-18
Listing for:
49 Financial
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
49 Financial, a values-based financial services firm in Austin, seeks a Private Wealth Client Service and Operations Sr. Associate to support Private Wealth advisors and high-net-worth clients with onboarding, account processing, and ongoing service.
You will manage the high-net-worth case pipeline from submission to completion, coordinate with Focus Forward and custodians, and uphold a white-glove client experience while maintaining Salesforce records and client documentation.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×