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Wealth Brokerage Operations Associate – Client & Docs

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: Dexian
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Job Description & How to Apply Below
Position: Wealth Brokerage Operations Associate – Client & Docs Support

Dexian is seeking candidates in Scottsdale, Arizona, for a role that requires wealth management or broker dealer experience. The position is open to recent graduates with a Bachelor’s degree in Finance and Business.

The successful candidate will process brokerage account documents and ensure all required fields are complete and accurate. They will also provide call center support, responding to inquiries from financial professionals with professionalism and courtesy.

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Position Requirements
10+ Years work experience
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