Become a vital part of a remote wealth management firm as a Client Operations Specialist. Support client services and financial advisors with operational excellence in managing inquiries and custodial processes.
This full-time role is ideal for those with a background in wealth management or related financial services. You will serve as the main point of contact for client inquiries, ensuring account administration runs smoothly and compliance standards are met. This role emphasizes teamwork and high-quality service delivery.
Key Responsibilities:
• Respond to client service and operational inquiries
• Process account openings and maintenance requests
• Provide support to advisors for client interactions
• Collaborate with custodians for issue resolution
• Maintain accurate compliance and client records
Requirements:
• 3+ years in RIA or broker-dealer settings
• Hands-on experience with custodial services
• Robust understanding of investment account structures
• Proficiency in lifecycle management and documentation
• Bachelor's degree required
Use your expertise to support financial advisors and enhance client satisfaction within the firm.
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Apply on Kit Job: kitjob.ca/job/2g8r1j
📌 Experienced Client Operations Specialist in Remote Wealth Management (Toronto)
🏢 HireHawk
📍 Toronto
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