Client-Focused Financial Operations Associate
Job in
Waukesha, Waukesha County, Wisconsin, 53188, USA
Listed on 2026-07-28
Listing for:
IAG Wealth Partners
Full Time
position Listed on 2026-07-28
Job specializations:
-
Finance & Banking
Bank Customer Service, Office Administrator/ Coordinator
Job Description & How to Apply Below
IAG Wealth Partners is seeking a meticulous Financial Operations Associate in Wisconsin to provide administrative, operational, and client service support. The role emphasizes accuracy, timely communication, and proactive task management within a collaborative team.
The position requires 1–3 years in financial services, a relevant degree, and strong Microsoft Office skills. Expected to support client relationships and account processing in a fast-paced environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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