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.

📌 Remote Client Operations Specialist Role (Lower Sackville)
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📍 Lower Sackville