Wealth Management Client Services & Tech Support
Listed on 2026-10-11
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Finance & Banking
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IT/Tech
Talentify in the United States (Hybrid 3 days in the office) seeks a Wealth Management Operations Specialist to support fiduciary trust systems and help resolve complex issues across people, processes, and technologies.
You will configure access to Key Link, Wealth Portal, and Wealth Direction; coordinate with technology partners; and provide first-line support to Trust Officers, Portfolio Managers, and Associates nationwide. A strong analytical mind and clear communication are essential.
We are currently recruiting a Wealth Management Client Services & Tech Support for our team in Brooklyn, OH, United States.
For the Wealth Management Client Services & Tech Support position at Mindlance, we are reviewing applications now.
Step into the Wealth Management Client Services & Tech Support role at Mindlance in Brooklyn, OH, United States and grow with us.
Please review the full job details above before applying.
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