About the job
Job Type: Full-time, long-term contractor
Workplace: Remote
Schedule: Full-time, aligned with U. S. business hours (Pacific Time Zone)
Compensation: $1600 - $2000 USD
Join our esteemed boutique wealth management firm as a Client Operations Specialist, where you will play a pivotal role in supporting our financial advisors and ensuring seamless operations. Your responsibilities will include managing client inquiries, overseeing account administration, and navigating custodial processes with industry leaders such as Charles Schwab and Fidelity. As the primary point of contact for service requests, you will uphold compliance standards while fostering relationships in a collaborative, high-touch environment with engaged clients. This position is ideally suited for candidates with a solid background in financial planning or Registered Investment Advisors (RIA).
We are looking for a detail-oriented professional with outstanding communication and organizational skills who thrives in fast-paced, service-oriented settings. The ideal candidate should possess strong problem-solving capabilities, effectively resolving client and operational challenges while maintaining clear communication with advisors, custodians, and other internal stakeholders.
Your key responsibilities will include:
• Acting as the main contact for client service and operational inquiries, addressing questions related to accounts, paperwork, and custodial processes.
• Processing and managing account openings, transfers, maintenance requests, and cash movements to ensure a seamless client experience.
• Supporting financial advisors with account administration and client follow-ups to enhance service delivery.
• Collaborating with custodians to efficiently resolve issues and maintain operational excellence.
• Keeping accurate records and ensuring compliance standards are upheld while delivering polished and professional client service.
