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 • Vaudreuil-Dorion, Quebec
Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Voir plus
Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Voir plus
Step into an on-site Truck Scheduler role where training is provided! Focus on route scheduling, data compilation, and report generation without remote working options.This position is ideal for th... Voir plus
Coordination de projet (violence conjugale et communautés autochtones).Mise en place et suivi des actions du projet.Développement d’outils, formations et mécanismes de collaboration en violence con... Voir plus
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 apps.Share yo... Voir plus
Step into the role of Administrative Assistant with us, where flexible hours and full-time engagement are offered.Perfect for individuals with bilingual skills in English or French.This permanent p... Voir plus
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 ... Voir plus
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 ... Voir plus
Enhance online presence as a talented Web Developer in a full-time position.Specialize in server optimization and web application development, maintaining existing systems on-site.With at least 2 y... Voir plus
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 ... Voir plus
Gérer une équipe de vente en assurance de dommages pour grandes entreprises, atteindre les objectifs de vente et maintenir un service client de haute qualité.Une expérience en gestion d'équipe ... Voir plus
A logistics and warehousing company is hiring a Web Developer in Saint-Antoine-Abbé, QC.The successful candidate will prepare and implement web solutions, focusing on server optimization and e-comm... Voir plus
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... Voir plus
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... Voir plus
Établie depuis plus de 40 ans à Ormstown, Les Équipements Laplante & Lévesque ltée est une entreprise familiale qui œuvre dans la vente et l’installation de machinerie agricole.Plus précisément, l’... Voir plus
Un de nos clients, bureau de courtage en d’assurance de dommages de la région de Valleyfield, recherche :Directeur assurance de dommages des entreprises grands comptesLe directeur aura pour princip... Voir plus
Discover The System MyLeadBiz That’s Helping Newbies Earn Daily.Turn free traffic into $100+ per day with this beginner-friendly biz opp strategy.No product or tech skills n... Voir plus
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... Voir plus
We’re building a relationship‑oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strength... Voir plus
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... Voir plus
