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Financial Services

Wealth Operations Specialist - Hybrid & Client-Focused

Job in Detroit, Wayne County, Michigan, 48228, USA
Listing for: Signal Advisors Inc.
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Services
Job Description & How to Apply Below
A financial services firm is seeking a Wealth Operations Specialist to manage operational workflows crucial to its wealth management business. This role includes processing account service requests, utilizing Salesforce for tracking, and interfacing with custodians like Fidelity and Schwab. Candidates should have a proven background in wealth management operations and exhibit strong attention to detail. The position offers a competitive salary along with various benefits including medical coverage and a flexible working environment.
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