Hybrid Account Operations Specialist: Client Requests

A leading investment solutions provider in Phoenix, AZ is looking for an Account Specialist to manage client-directed requests effectively. The role involves ensuring timely processing of requests like withdrawals and beneficiary updates while maintaining exceptional communication with Advisors. The ideal candidate will hold a Bachelor's degree or equivalent experience, exhibit strong analytical skills, and demonstrate a customer-centric approach. This position allows for a hybrid work schedule, making it suitable for candidates near the Phoenix office. #J-18808-Ljbffr