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Wealth Operations Specialist - Trade & Client Service
Job in
Warwick, Kent County, Rhode Island, 02888, USA
Listed on 2026-08-28
Listing for:
Flagship Staffing Services
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist
Job Description & How to Apply Below
Flagship Staffing Services in Warwick, RI seeks a Wealth Operations Associate to support license renewals, trade processing, and client account maintenance. The role emphasizes accuracy, regulatory compliance, and strong service to advisors and clients.
Ideal candidates hold an Associate degree or equivalent experience, with Series 7 preferred, and proficient MS Office. Excellent verbal and written communication skills are required for success in this position.
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