Jobs via Dice
Huntington, NY, USA
Operations Manager – Wealth Management About the Role A growing, planning-focused wealth management firm is seeking an Operations Manager to support day-to-day operations and deliver a high-quality, personalized client experience . This role is ideal for someone who is detail-oriented, organized, and enjoys supporting clients with their financial needs. What You’ll Do Provide excellent, high-touch service to clients Open new client accounts and support onboarding Process account transfers, contributions, and money movement requests Prepare and track all paperwork (account setup, transfers, updates, etc.) Work with custodians to resolve account-related issues Maintain accurate records of client activity in the CRM system Support billing and reporting processes Help improve workflows and increase efficiency Use and help manage systems like CRM, DocuSign, and other tools Communicate with clients, advisors, and internal teams Ensure compliance with...

