More jobs:
Site Client Operations Specialist Wealth Services
Job in
Oshkosh, Winnebago County, Wisconsin, 54901, USA
Listed on 2026-07-01
Listing for:
Annex Wealth Management
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Annex Wealth Management is seeking a Client Operations Specialist to ensure the efficient execution of back-office operations. This role will support wealth managers and client service managers, maintaining strict accuracy in financial transactions while addressing potential issues proactively.
The ideal candidate will thrive in environments where precision and consistency are paramount, contributing to a seamless client experience and fostering a culture of operational excellence. Benefits include medical coverage, 401(k) contributions, and paid parental leave.
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