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Wealth & Brokerage Ops Specialist

Job in Oakdale, Washington County, Minnesota, USA
Listing for: Dexian
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below

Dexian is seeking a dedicated professional for a role requiring wealth management and brokerage experience in Oakdale, Minnesota. The successful candidate will ensure accuracy in processing brokerage account documents and provide exceptional call center support to financial professionals.

Applicants are encouraged if they have a Bachelor's degree in Finance or Business and ideally have completed the FINRA SIE exam. Prior brokerage and customer service experience is highly valued, making it a fantastic opportunity for both experienced professionals and recent graduates.

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