Wealth Operations Coordinator: Client Onboarding & Support
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-06-18
Listing for:
Destination Wealth Management
Full Time
position Listed on 2026-06-18
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration -
Business
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Destination Wealth Management in Walnut Creek, California, is seeking an Operations Coordinator to support Wealth Advisors by providing operational and administrative support. This role demands effective communication skills and a keen attention to detail.
Responsibilities include onboarding new clients, managing client documents, and responding to client requests. A Bachelor’s degree in Business or Finance and 2-5 years of relevant experience is preferred.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×