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 problem-solving abilities and can independently resolve client and operational issues while effectively communicating with advisors, custodians, and internal stakeholders.
• Serve as primary contact for client service and operational inquiries, answering questions regarding accounts, paperwork, and custodial processes
• Process and manage account openings, transfers, maintenance requests, and cash movements to ensure seamless client experience
• Support financial advisors with account administration and client follow-up to enhance service delivery
• Liaise with custodians to resolve issues efficiently and maintain operational excellence
• Maintain accurate records and ensure compliance standards are met while providing polished, professional client service
• Access to a $200k+ perk marketplace with instant discounts on 150+ services
• Access up to 50% of approved earnings before payday (no credit checks or fees)
• On-time, in-currency pay
Remote Client Operations Specialist - Remote • Drummondville, Quebec
Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more
Discover The System Surveoo That's Helping Newbies Earn Daily.Turn your free time into daily earnings by answering simple surveys.No product or tech skills needed.Join For Free And Start Earning No... Show more
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more
Become an integral advisor in investment and financing, enhancing client financial health.Deliver customized solutions while ensuring a high standard of customer satisfaction and service.In this ro... Show more
Several opportunities are currently available in the Mauricie region.As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand a... Show more
Explore a rewarding Staff Accountant opportunity with a leading firm in Drummondville, Quebec, where your growth and quality of life are prioritized.Enjoy flexible possibilities and a collaborative... Show more
Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.No Call Center Representative Agent experience needed.Call ... Show more
A leading Canadian bank seeks a Manager Financing Solutions in Drummondville.The role requires 6 years of relevant experience and strong negotiation and commercial credit skills.You will collaborat... Show more
Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more
Are you looking to grow within an accounting firm where people truly come first and where the balance between professional performance and quality of life is genuinely valued? Our client, a well‑es... Show more
Receive a $5 welcome bonus when you complete your first offer!Make money in your spare time by completing online tasks:Take paid surveys (5-15 minutes each)Test new mobile games and appsShare your ... Show more
Are you looking for a role that will challenge you? Can you see yourself leading radiation protection programs that safeguard people, projects, and the environment? Does the idea of providing exper... Show more
Superprof is Canada's tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest community ... Show more
Les nouveaux chauffeurs à Trois-Rivières gagnent une prime de 500 $ avec 25 courses en 30 jours.Lyft est une plateforme qui met en relation les chauffeurs avec les personnes qui ont besoin de se dé... Show more
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more
Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more
Join a leading accounting firm as a Chartered Professional Accountant in Nicolet, QC, with a hybrid work model that emphasizes professional growth and work-life balance.Serve a loyal client base in... Show more
Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more
Superprof is Canada's tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest community ... Show more
