Morton Wealth
Client Operations Administrator
Calabasas, CA
Sponsorship not specifiedDetected 22 days ago
CommunicationOrganizational Skills
About the role
- Morton Wealth is currently for talented individuals who are interested in future opportunities for a Client Operations Administrator (COA) position.
- While we don't have any immediate openings for this role, we always appreciate the opportunity to meet with strong candidates for future consideration.
- If you are interested in speaking to us when a position does become available, please submit your resume and a member of our Human Capital Team will contact you to schedule an introductory call at the appropriate time.
Skills
- Ethical - Fully completes task at hand and does not cut corners.
- Aware of time and costs associated with client servicing - strives for efficiency.
- Daily responsibilities include:
- Management of client accounts and households through internal reporting system.
Benefits
- Competitive compensation package Retirement and health benefits Transparent career tracks and opportunities for advancement within the organization
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This listing is sourced directly from Morton Wealth's careers page and normalized into a canonical job model.