Wealth Services Operations Specialist
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Finance & Banking
Business Administration, Office Administrator/ Coordinator, Financial Services -
Business
Business Administration, Office Administrator/ Coordinator
Job Description & How to Apply Below
Alera Group, Inc. is hiring an Operations Specialist – Wealth Services in Wayne, PA. This on-site role supports client relationships, financial strategy, and operational excellence through coordination of onboarding, data management, and service delivery.
You will work with advisors and teams to ensure accurate client information, timely meetings, and compliant processes, enabling growth and superior client outcomes.
As a Wealth Services Operations Specialist, you will play an important part at Alera Group, Inc. in Wayne, PA, United States.
The advertised compensation is 65.000 - 75.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Services Operations Specialist role in the description above.
We appreciate your interest in this position.
Join Alera Group, Inc. and contribute to our ongoing work.
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