About this role
Client Operations Specialist at Annex Wealth Management LLC. Location: Wisconsin, United States. Role: opening accounts, processing requests, resolving issues Requirements: Perform back-office operations including account setup, money-movement processing (cashiering, ACH, internal journals), maintain high accuracy, prioritize workflows, resolve issues, and support onboarding and team knowledge sharing. Category: Business Operations Seniority: Entry Level Commitment: Full Time Workplace: Onsite Languages: nq, English