Wealth Operations Specialist
Job in
Roseville, Placer County, California, 95678, USA
Listed on 2026-08-20
Listing for:
Merrill
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Merrill Wealth Management in Roseville, CA is seeking a role focused on standard transaction processing, reconciliation, and handling research requests to support our wealth management operations. The position collaborates with internal business partners and external clients, with independent work where applicable and escalation to team leads for complex issues.
Responsibilities include responding to client inquiries, basic research, risk identification, and general operations support, including
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