Remote Client Operations Specialist

Position: Remote Client Operations Specialist Role
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

Requirements:

• 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

Leverage your operational expertise and client service skills in this dynamic financial setting.