Wealth Management Operations Specialist
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-09-09
Listing for:
Beacon Bank
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Beacon Bank in Boston, MA is seeking an Operations Specialist to support the day-to-day operational functions of our Registered Investment Advisory Firm (RIA). You will manage client onboarding, account maintenance and custodial requests with Schwab Advisor Center, and collaborate with Operations and Client Service teams to ensure timely, accurate processing.
Ideal candidates have 3–5+ years in financial services operations, hands-on experience with custodial platforms, and strong
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