Wealth Ops: Client Accounts & Process Specialist
Job in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listed on 2026-07-13
Listing for:
Inceed
Full Time
position Listed on 2026-07-13
Job specializations:
-
Accounting
-
Finance & Banking
Job Description & How to Apply Below
Inceed is seeking a Wealth Management Operations Specialist to join a centralized operations team focused on client accounts and trust systems. You will support complex client account operations, resolve process issues, and collaborate across teams to keep work moving smoothly.
The role emphasizes accurate account handling, documentation, and participation in audits and regulatory inquiries while supporting online products and trust software.
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