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© All Rights Reserved. ApplyBlast.com
Independent Financial Group LLC
Independent Financial Group is seeking a client-focused Operations Specialist to support financial advisors with account management tasks, including openings, transfers, and updates. The role requires a detail-oriented professional to ensure service levels are met while adhering to compliance practices and delivering exceptional service in a fast-paced environment. This position is based onsite at the San Diego office.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Independent Financial Group LLC.
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