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
• Robust 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.
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📌 Remote Client Operations Specialist Role (Ontario)
🏢 Bilinguallink
📍 Ontario