Provide subject matter expertise and operational support to clients, advisors, and key business partners regarding Client Account Maintenance (CAM) processes, procedures, and initiatives. Deliver guidance, coaching, and feedback to associates to improve the accuracy, efficiency, and quality of operational processing. Foster a culture of continuous improvement, employee development, collaboration, accountability, and operational excellence. This position can be based out of our Minneapolis, Charlotte, or Las Vegas office.
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Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree