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. Serve as primary contact for client service and inquiries

- Process account openings, transfers, and maintenance requests
- Support financial advisors with account administration
- Maintain compliance records and deliver polished client service Minimum 3 years in wealth management, RIA, or broker-dealer
- Proficiency in account lifecycle management
- Bachelor's degree from an accredited institution Leverage your operational expertise and client service skills in this energetic financial setting.

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📌 Remote Client Operations Specialist Role (Vancouver)
🏢 Bilinguallink
📍 Vancouver