Description. TFO Wealth Partners is a premier registered investment advisory firm committed to delivering exceptional financial advice and management services to our clients. We leverage cutting-edge technology to enhance operational efficiency and provide an outstanding client experience. We are seeking a highly skilled and forward-thinking. Fintech Integration Specialist. to join our team. This role is pivotal in connecting and optimizing our t...
Description. . This position reports to the. Director of Client Operations. The Client Operations Specialist is responsible for assisting in the preparation, processing, servicing and maintenance of client plans through custodial paperwork and internal CRM and reporting systems. This role works directly with Client Experience Coordinators and other Operations Team members to provide the necessary materials and communication to effectively execute...
