More jobs:
Client Onboarding & Operations Coordinator
Job in
Marietta, Cobb County, Georgia, 30064, USA
Listed on 2026-08-15
Listing for:
Benzor Capital Wealth
Full Time
position Listed on 2026-08-15
Job specializations:
-
Business
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Job Description & How to Apply Below
Benzor Capital Wealth is seeking an Operations Coordinator to ensure onboarding, new business, and account implementation run smoothly and on time. You will own workflows, resolve issues, and coordinate with clients, advisors, custodians, and partners using Wealthbox CRM and related systems to support scalable client service.
The role emphasizes proactive problem-solving, process improvement, and collaboration to help our rapidly growing wealth management firm operate efficiently and accurately.
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