Senior Operations & Onboarding Leader

VestGen Wealth Partners is looking for a detail-oriented Senior Operations Associate in Chicago, IL. This hybrid position involves supporting day-to-day client operations, improving processes, and integration efforts during M&A activities. Candidates should have 7-10 years of experience in financial services, particularly in wealth management, along with expertise in custodial platforms and CRMs. The ideal candidate possesses strong organizational skills, a client-first mindset, and excellent communication abilities.
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