Client Operations Specialist - Remote

Job Type: Full-time, long-term contractor

Workplace: Remote

Schedule: Full-time, aligned with U.S. business hours (Pacific Time Zone)

Compensation: $2000 - $ 3500 USD

Join a boutique wealth management firm as a client-facing specialist supporting advisors and operations. Handle client inquiries, account administration, and custodial processes with Charles Schwab and Fidelity. Serve as primary contact for service requests while maintaining compliance standards. Work in a collaborative, high-touch environment with engaged clients. Ideal for candidates with financial planning or RIA experience.

A boutique, high-touch wealth management firm delivering personalized financial advisory services with a focus on exceptional client experience.

We seek a detail-oriented professional with exceptional communication and organizational skills who thrives in fast-paced, service-oriented environments. The ideal candidate demonstrates strong prob...