About this role
Operations Associate at WTW External Careers Site. Location: Richardson or United States. Role: facilitating onboarding, maintaining records, resolving issues Requirements: Minimum 3 years in wealth management/RIA or broker-dealer operations; Bachelor's degree; Series 65/66 preferred, Series 7/24 a plus; active state insurance license; familiarity with SEC/state regulations and strong communication and organizational skills. Category: Business Operations Seniority: Mid Level Tools: Client Relationship Management (CRM) Certifications: series 65, series 66, series 7, series 24, state insurance Commitment: Full Time Workplace: Hybrid Languages: English