HireHawk Inc. in Canada (remote) is seeking a client-facing specialist to support advisors and operations in a boutique wealth management firm.
You will handle client inquiries, execute account openings and transfers, and assist with custodial processes in collaboration with Schwab and Fidelity, while upholding compliance and rigorous service standards. The ideal candidate has at least 3 years in wealth management or broker-dealer settings, experience with custodians, and robust