Senior Wealth Operations Lead - Custodial & Client Service
Job in
Montclair, Essex County, New Jersey, 07043, USA
Listed on 2026-09-08
Listing for:
RMR Wealth Builders, Inc.
Full Time
position Listed on 2026-09-08
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
RMR Wealth Builders, Inc. is seeking a Senior Operations Specialist in Montclair, NJ to lead client service and account operations within the Personal Wealth Division.
You will handle complex servicing, custodial workflows, and client issues, while mentoring junior staff and documenting processes. The role requires 3–5 years in an RIA or similar setting, proficiency with Salesforce/Salentica and Black Diamond, and strong Excel/Outlook skills.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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