Wealth Operations & Client Experience Lead (Hybrid)

Signal Advisors

Detroit, MI

JOB DETAILS
SKILLS
Customer Experience, Customer Service Management, Customer Support/Service, Health Plan, Salesforce.com, Time Management
LOCATION
Detroit, MI
POSTED
2 days ago

Signal Advisors is seeking a Wealth Operations Specialist in Detroit, Michigan. The role involves managing account service requests, coordinating with custodians like Fidelity and Schwab, and ensuring operational workflows are executed accurately and on time.The ideal candidate has experience with Salesforce and a strong customer service mentality. Benefits include medical coverage, flexible hybrid working environment, and competitive equity packages.#J-18808-Ljbffr

About the Company

S

Signal Advisors