HireHawk Inc. seeks a client-facing specialist for a remote, full-time long-term contractor role in wealth management. You will support advisors and operations, handling client inquiries, account administration, and custodial processes with Schwab and Fidelity.
Collaborate closely with custodians to ensure compliant, high-touch service for engaged clients. Ideal candidates have 3+ years in wealth management or broker-dealer environments, solid communication, and adeptness with CRM systems and
#J-18808-Ljbffr
📌 Remote Wealth Client Experience & Ops Specialist (British Columbia)
🏢 HireHawk
📍 British Columbia
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.