Remote Client Operations Specialist Role
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Join a boutique wealth management firm as a Remote Client Operations Specialist supporting advisors and clients. This role emphasizes account administration and maintaining high compliance standards. This full-time contractor position is ideal for detail-oriented professionals eager to enhance client experiences in a supportive remote environment. You will handle inquiries concerning accounts, manage onboarding, and liaise with custodians including Charles Schwab and Fidelity, while ensuring operational excellence in financial processes. Key Responsibilities:
- Serve as primary contact for client service and inquiries
- Process account openings, transfers, and maintenance requests
- Support financial advisors with account administration
- Liaise with custodians to resolve operational issues
- Maintain compliance records and deliver polished client service
- Minimum 3 years in wealth management, RIA, or broker-dealer
- Experience with Charles Schwab or Fidelity custodial platforms
- Strong client-facing communication skills
- Proficiency in account lifecycle management
- Bachelor's degree from an accredited institution
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Remote Client Operations Specialist Role
6 days ago
Toronto, ON, Toronto Census Division, ON; Ontario, Canada Bilinguallink Full-timeJoin a boutique wealth management firm as a Remote Client Operations Specialist supporting advisors and clients. This role emphasizes account administration and maintaining high compliance standards. This full-time contractor position is ideal for detail-oriented professionals eager to enhance client experiences in a supportive remote environment. You will...
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Remote Client Operations Specialist Role
6 days ago
Ottawa, ON, Canada Bilinguallink Full-timeJoin a boutique wealth management firm as a Remote Client Operations Specialist supporting advisors and clients. This role emphasizes account administration and maintaining high compliance standards. This full-time contractor position is ideal for detail-oriented professionals eager to enhance client experiences in a supportive remote environment. You will...
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