Client Operations Specialist (1770035824) - Remote US
Job Type: Full-time, long-term contractor
Workplace: Remote
Schedule: Full-time, aligned with U.S. business hours (Pacific Time Zone)
Compensation: $5000 USD per month
Join a boutique wealth management firm as a client-facing specialist supporting advisors and operations. Handle client inquiries, account administration, and custodial processes with Charles Schwab and Fidelity. Serve as primary contact for service requests while maintaining compliance standards. Work in a collaborative, high-touch environment with engaged clients. Ideal for candidates with financial planning or RIA experience.
A boutique, high-touch wealth management firm delivering personalized financial advisory services with a focus on exceptional client experience. We seek a detail-oriented professional with exceptional communication and organizational skills who thrives in fast-paced, service-oriented environments. The ideal candidate demonstrates strong problem-solving abilities and can independently resolve client and operational issues while effectively communicating with advisors, custodians, and internal stakeholders. • Serve as primary contact for client service and operational inquiries, answering questions regarding accounts, paperwork, and custodial processes• Process and manage account openings, transfers, maintenance requests, and cash movements to ensure seamless client experience
• Support financial advisors with account administration and client follow-up to enhance service delivery
• Liaise with custodians to resolve issues efficiently and maintain operational excellence
• Maintain accurate records and ensure compliance standards are met while providing polished, professional client service
Requirements
- Minimum of 3 years of professional experience in wealth management, RIA, or broker-dealer environments.
- Hands-on experience with custodial platforms such as Charles Schwab and/or Fidelity.
- Proven track record in client-facing financial services roles.
- Strong understanding of investment account structures and financial planning workflows.
- Proficiency in end-to-end account lifecycle management, including openings, transfers, maintenance, and closures.
- Advanced ability to prepare and review client documentation with high accuracy.
- Ability to manage multiple client requests simultaneously while consistently meeting deadlines.
- High level of discretion and professionalism when handling sensitive client information.
- Proficiency with CRM systems, portfolio management software, and document management tools.
- Advanced Microsoft Office or Google Workspace skills, with particular strength in Excel/Sheets.
- Bachelor’s degree from an accredited institution required.
- Ability to liaise effectively with custodians to resolve operational issues efficiently.
Benefits
• Access to a $200k+ perk marketplace with instant discounts on 150+ services
• Access up to 50% of approved earnings before payday (no credit checks or fees)
• On-time, in-currency pay
Recommended Jobs
Physical Therapist Assistant
Travel Physical Therapist Assistant (PTA) – Skilled Nursing Facility 📍 Salinas, CA 🕒 13-Week Assignment | 36 Hours per Week 💲 $44–$48 per hour 🚀 Start Date: ASAP 📆 Schedule Options: Su…
Director, Physical Sales and Marketplace Strategies - Santa Monica, 90404
Director, Physical Sales and Marketplace Strategies - Santa Monica, 90404, United States of America HOW WE LEAD: The Director, Physical Sales and Marketplace Strategies will drive UMG’s physical …
AI/ML Sales Executive, Enterprise (US)
Description Who is Defined.ai? Well, from a technical point of view, we leverage the power of a global crowd to provide some of the world’s biggest companies with the high-quality data they need t…
Technology Transformation Manager - Oracle Cloud Migration (Order to Cash Focus)
About the Role We are seeking a highly experienced Technology Transformation Manager to join our Order to Cash (OTC) Global Process Owner (GPO) team. This pivotal role will be the dedicated OTC …
Staff software engineer
Job Description Join the DVE Release Engineering team in owning the CCU and VCU software release trains. You will be a part of the technical team that owns software releases to and from the VCU…
Regional Sales Manager Western U.S.
What you´ll do The industrial technologies division of The Henkel Corporation is seeking qualified individuals to sell Henkel brands and technologies, including LOCTITE Flame Control brand Intumes…
Sr. Project Manager / Capital Projects
Sr. Project Manager / Capital Projects Pittsburg, California 150-200K + Bonus + Paid Relocation Health & Wellness: Premium medical, dental, and vision plans starting on Day 1. Financial B…
Customer Service, Cashier, FOH - Evening Shift
Description Provide friendly, responsive service to create an exceptional dining experience for all of our guests. Each front of house staff has as their primary objective to show our guests such …
Investment Banking Vice President - Semiconductor
The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and othe…
Social Media Manager
Come join VisitorsCoverage, one of Silicon Valley's most successful InsurTech companies, certified as a Great Place to Work ®! We are looking for a full-time Social Media Manager to join our Ma…