Asset & Wealth Management
Dallas, Texas

Asset & Wealth Management Operations-Shareholder Services -Client Operations-Dallas-Vice President

OnsitePosted 6 days ago

Job details

Location
Dallas, Texas
Work type
Onsite
Posted
6 days ago
Apply on
hdpc.fa.us2.oraclecloud.com

About this role

7+ years in asset management operations; strong analytical and client service skills; proficient with Excel, PAS, CRM, Confluence, Jira; FINRA licenses preferred.

What you'll do at Asset & Wealth Management:

  • Lead service
  • Manage processing
  • Design controls

Apply to this Asset & Wealth Management Operations-Shareholder Services -Client Operations-Dallas-Vice President role at Asset & Wealth Management with a tailored resume on ApplyBolt.

About Asset & Wealth Management

Asset & Wealth Management
Dallas, Texas