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Remote Wealth Client Operations Specialist

Remote / Online - Candidates ideally in
Pretoria, 0002, South Africa
Listing for: HireHawk
Remote/Work from Home position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Job Description & How to Apply Below
A boutique wealth management firm is seeking a detail-oriented client-facing specialist to support financial advisors and handle client inquiries. The role demands strong organizational and communication skills, along with a minimum of 3 years of experience in wealth management. Responsibilities include managing account openings, transfers, and liaising with custodians. Candidates must have experience with custodial platforms and be proficient with CRM systems.

Benefits include a diverse perks marketplace and early access to earnings.
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