More jobs:
Wealth Operations & Client Services Specialist
Job in
Lisle, DuPage County, Illinois, 60532, USA
Listed on 2026-08-29
Listing for:
Mission Wealth Management LP
Full Time
position Listed on 2026-08-29
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep
Job Description & How to Apply Below
Mission Wealth Management LP in Lisle, IL is seeking a Client Service Representative to join the in-office Operations team. The role focuses on professional client service, onboarding support for new clients, and optimizing processes with a keen eye for detail and excellent communication.
You will manage account paperwork with Fidelity/Schwab platforms, assist with client portal access, and collaborate across departments to enhance service delivery.
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