Operations Specialist - $22.11/hr
Jacksonville, FL - Hybrid - mandatory 3 days in office, 2 WFH
12 months- Potential to convert to FTE
LOB looking for candidate to start ASAP
**This role is a potential contract to hire and will require resources that do not require sponsorship now or in the future**
Job Description:
Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients.
Within WMO, the Onboarding & Maintenance Support teams execute manual processes and monitor automated processes to gather and maintain required information that identifies client accounts and features such as legal name(s), address, product type, beneficiaries, etc. to accurately open, modify or close accounts.
After a client submits an onboarding and/or maintenance req...