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client-operations

🔌Plugin

JoelLewis/finance_skills

What it does

Security check pending

Back-office account operations and servicing workflows. Covers the full account lifecycle from opening through maintenance, transfers, reconciliation, and corporate actions.

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Part of

joellewis-finance_skills

financeback-officeaccount-managementtransfersreconciliationcorporate-actions

Installation

Add marketplace in Claude Code:

/plugin marketplace add JoelLewis/finance_skills

Step 2. Install plugin:

/plugin install client-operations@finance-skills

AddedFeb 24, 2026

View on GitHub Back to Plugins

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