Client Operations Lead - Boutique Wealth Advisory

DSG CAPITAL ADVISORS, LLC

Minneapolis, MN

JOB DETAILS
SKILLS
Administrative Skills, Detail Oriented, Financial Services, Operational Support, Operations Management, Registered Investment Advisor (RIA)
LOCATION
Minneapolis, MN
POSTED
2 days ago

DSG Capital Advisors, LLC, located in Edina, MN, is seeking a Client Operations Associate / Manager to support operation and workflow management. This role goes beyond back-office duties, as you'll work closely with advisors and clients, ensuring an exceptional service experience.The ideal candidate will have 2-8 years of experience in RIA or financial services and be detail-oriented and proactive. This opportunity is ideal for someone who thrives in a boutique setting while contributing to a team-first culture.#J-18808-Ljbffr

About the Company

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DSG CAPITAL ADVISORS, LLC