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 • Moncton, New Brunswick
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... Voir plus
Guide families through their benefit options in a client-focused role.Showcase strong communication and organizational abilities while working remotely.As the main point of contact, you will assist... Voir plus
A leading financial services provider is looking for a Project Manager (Collections Experience) for a remote, long-term contract.The ideal candidate will have strong technical project management sk... Voir plus
A dynamic insurance company in Ontario is seeking a client success manager.This fully remote position focuses on connecting with clients to understand their needs and offer tailored solutions.The i... Voir plus
Elevate customer satisfaction as a proactive Client Success Manager.Foster relationships and drive sales with tailored solutions while enjoying a flexible remote work environment.This position is c... Voir plus
A leading mortgage brokerage based in Canada is looking for elite mortgage agents or brokers with a strong track record in generating leads.You will automate workflow processes, streamline underwri... Voir plus
Join a progressive team dedicated to reshaping crypto trading in Canada.As a DevOps Engineer, you’ll enhance system deployments and ensure robust AWS infrastructure from anywhere in Canada.This vit... Voir plus
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... Voir plus
At Lumenalta, we create impactful software solutions that drive innovation and transform businesses.Since 2000, we’ve partnered with visionary leaders to build cutting‑edge tech, solve complex chal... Voir plus
Join a vibrant remote sales team where you guide clients towards effective financial solutions.Harness your strong communication skills to provide exceptional service while advancing your career in... Voir plus
At BairesDev®, we've been leading the way in technology projects for over 15 years.We deliver cutting‑edge solutions to giants like Google and the most innovative startups in Silicon Valley.Our div... Voir plus
Client Implementation Specialist (2+ yrs exp.Client Implementation Specialist (2+ yrs exp.Client Implementation Specialist (2+ yrs exp.Client Implementation Specialist (2+ yrs exp.Get AI-powered ad... Voir plus
A leading fintech company is looking for an experienced Contract Manager to support their Payments Compliance program while onboarding partners.This remote role requires expertise in payments compl... Voir plus
Elevate your career as a Remote Client Service Representative.Provide exceptional customer service while assisting clients with their needs from home.In this exciting position, you will work closel... Voir plus
A leading software provider is seeking a Payment Sales Specialist to optimize partner relationships and uncover savings opportunities in payment processing.You will analyze merchant statements, cra... Voir plus
Strategic Proposal Analyst - Remote Work.Strategic Proposal Analyst - Remote Work.At BairesDev®, we've been leading the way in technology projects for over 15 years.We deliver cutting‑edge solution... Voir plus
Lead, coach, and develop a growing cybersecurity team.Drive the execution of enterprise cybersecurity initiatives and priorities.Oversee cybersecurity operations, including threat detection, monito... Voir plus
A leading healthcare organization in Alberta seeks a Director of Clinic Operations to oversee clinic performance and enhance patient experiences.The ideal candidate will have over 5 years of leader... Voir plus
At BairesDev®, we've been leading the way in technology projects for over 15 years.We deliver cutting‑edge solutions to giants like Google and the most innovative startups in Silicon Valley.Our div... Voir plus
A leading innovative tech company in Toronto is looking for a Site Reliability Engineer.In this pivotal role, you will enhance the reliability and resilience of critical services, manage incidents,... Voir plus
