More jobs:
Wealth Operations & Client Onboarding Specialist
Job in
Hoffman Estates, Cook County, Illinois, 60179, USA
Listed on 2026-08-02
Listing for:
Clearwater Capital Partners
Full Time
position Listed on 2026-08-02
Job specializations:
-
Business
CRM Systems & Management
Job Description & How to Apply Below
Clearwater Capital Partners is seeking an Operations Specialist in Hoffman Estates, IL. This role supports financial advisors and clients through onboarding, account maintenance, and asset transfers. The candidate will manage CRM data, coordinate with custodians, and help optimize client operations.
Required to have a Bachelor's degree and 2+ years of experience in custody, CRM systems (Tamarac), and Excel. Excellent communication, teamwork, and problem-solving skills are essential.
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