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Wealth Management Client Services & Operations Associate
Job in
Richmond, Madison County, Kentucky, 40476, USA
Listed on 2026-07-07
Listing for:
Dexian
Full Time
position Listed on 2026-07-07
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Office Administrator/ Coordinator, Client Relationship Manager -
Business
Office Administrator/ Coordinator, Business Administration, Client Relationship Manager
Job Description & How to Apply Below
Dexian is looking for a Client Administrator/Trust Operations Associate in Brooklyn, OH. This role emphasizes client service, administrative duties, and compliance monitoring. You will be the first point of contact for institutional clients, ensuring their needs are met effectively and efficiently.
The ideal candidate should have strong communication skills and a proactive approach to managing client relationships. Responsibilities include handling inquiries, ensuring compliance, and delivering high-quality service to enhance client satisfaction.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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