Wealth Operations & Client Accounting Specialist
Listed on 2026-10-13
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Finance & Banking
Accounting & Finance -
Accounting
Accounting & Finance
Wakefield Asset Management is a boutique Registered Investment Advisor in the Denver Tech Center seeking an Accounting & Administration Specialist to support client service, accounting, and investment operations. The role involves handling client requests, servicing accounts, and coordinating with custodians and outside professionals with discretion and professionalism.
Ideal candidates have strong communication skills, attention to detail, and experience in wealth management or related
Consider building your career as a Wealth Operations & Client Accounting Specialist at Wakefield Asset Management Corporation.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 75.000 - 85.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Operations & Client Accounting Specialist role in the description above.
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