Financial Operations Specialist

7 days ago


San Francisco, California, United States TalentLink Solutions Full time
Job Summary

We are seeking a highly organized and detail-oriented Financial Operations Specialist to join our team at TalentLink Solutions. This role is ideal for an individual with experience in financial services, who is passionate about delivering exceptional client service and support.

The Financial Operations Specialist will play a crucial role in ensuring the smooth operation of our client onboarding process, account maintenance, and transactions. You will work closely with our advisors, clients, and external partners to provide top-notch service, troubleshoot issues, and maintain accurate records.



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