Wealth Ops Senior Associate — Client Onboarding Pro
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-09-02
Listing for:
Captrust
Full Time
position Listed on 2026-09-02
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
CAPTRUST in Phoenix, AZ is seeking a Wealth Operations Senior Associate to support onboarding of new client accounts and act as a liaison between CAPTRUST teams and custodians (Charles Schwab, Fidelity, Pershing Advisor Solutions). The role requires high ethics, organization, service orientation, and the ability to meet tight deadlines. This full-time position runs Monday through Friday from 8:30 a.m.
to 5:30 p.m. and is not remote.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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