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 workplace. 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
Solid 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 agile financial setting.
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📌 Remote Client Operations Specialist Role Halifax Regional Municipality (Canada)
🏢 Bilinguallink
📍 Canada