client-operations
Back-office account operations and servicing workflows. Covers the full account lifecycle from opening through maintenance, transfers, reconciliation, and corporate actions.
- version
- 1.0.0
- GitHub stars
- 225
Install
/plugin install client-operations@finance-skillsRun it inside Claude Code after adding the marketplace with /plugin marketplace add JoelLewis/finance_skills.
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- Marketplace
- JoelLewis/finance_skills
- Source
- plugins/client-operations
- Author
- Joel Lewis
- Category
- Finance
- Keywords
- back-office, account-management, transfers, reconciliation, corporate-actions