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 • Brampton, Ontario
A leading financial technology firm in Calgary is seeking a driven Analyst for their Revenue Operations team.The ideal candidate will design and optimize merchant lifecycle processes, manage cross-... Show more
A leading training solutions provider is seeking an experienced Operations Training Manager to oversee the planning and delivery of a plasma collection training program.The ideal candidate should h... Show more
A financial services company is seeking a Remote Customer Success Specialist to provide exceptional customer support and build lasting relationships with clients.This fully remote role offers flexi... Show more
A leading clinical research organization is seeking a Country Study Operations Manager in Canada to manage clinical trial activities, ensure compliance with regulations, and lead local study teams.... Show more
Become the IAM Lead focusing on cloud solutions for a government client.Support readiness initiatives and address critical security gaps in identity management.In this remote role, you will support... Show more
A results-driven marketing agency is seeking a Remote Director of Operations to oversee and optimize operations, manage a remote team of 20–30, and successfully scale the business from $2M to $5M+.... Show more
A leading e-commerce growth firm is seeking an Email & SMS Marketing Specialist to implement marketing strategies for e-commerce merchants.This remote role requires a minimum of 2 years in e-commer... Show more
A Canadian recruitment firm is seeking a Client Development Executive to manage a client portfolio and drive new business opportunities.Ideal candidates have 3+ years of staffing industry experienc... Show more
Is it in your nature to always try and make others smile and feel at ease? Do your strong communication skills allow you to navigate the most challenging of situations? If these words resonate with... Show more
Join Clipboard as a versatile Operations Strategy Associate in a remote setting.This role is all about solving diverse challenges that shape our operational landscape.As an Operations Generalist, y... Show more
Become an Operations Compliance Specialist at Acosta, driving retail process improvements and delivering valuable support to local markets.This role emphasizes training and productivity metrics.The... Show more
A consulting firm is looking for an Operations Manager with over 18 years of experience in delivering efficiency and scalable processes.The role requires expertise in coordinating business and IT p... Show more
A leading environmental services company is seeking an Office Administrative Assistant in York Region, Vaughan.The role includes managing customer inquiries, maintaining records, coordinating accou... Show more
A technology solutions firm is seeking a Cloud Consultant specializing in AWS to conduct assessments, analyze workloads, and define migration strategies.This fully remote position is open to candid... Show more
Lead AltFunds Global's broker ecosystem as a Channel Management Specialist in a fully remote setting.Focus on recruitment, training, and enhancing broker performance to drive revenue growth.This se... Show more
Elevate your career with Global Elite Empire Consultants as a Client Services Associate.This remote position offers a flexible work schedule while ensuring you deliver exceptional customer service.... Show more
A global technology provider is seeking an Integration Specialist to enhance digital banking solutions by integrating core banking systems with modern channels.You will analyze banking systems and ... Show more
A leading consulting firm in Canada is seeking a Senior Consultant for their Platform Professional Services team.This remote position requires extensive experience with Azure RedHat OpenShift, Buil... Show more
Location: Remote - Anywhere in Canada.Empire Life is looking to hire a Cloud Operations Developer to join our IT Infrastructure & Operations team.The base salary will be determined by the successfu... Show more
CRM Analyst - Reactivations - Remote Work.CRM Analyst - Reactivations - Remote Work.At BairesDev®, we've been leading the way in technology projects for over 15 years.We deliver cutting‑edge soluti... Show more
){kind=logo}
