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 • Innisfil, Ontario
Conair LLC, a global organization operating in more than 120 countries.Located in Woodbridge, Ontario and offices in Montreal, Quebec, we are a leading beauty care and small kitchen appliances comp... Show more
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, ... Show more
A leading logistics brokerage company is seeking a Director of Operations to oversee the logistics coordinators and streamline operations for FTL freight.The ideal candidate will have extensive lea... Show more
Wyse is unique in its ability to provide energy consumption transparency and accountability to its customers.We are seeking a proactive and relationship-driven Client Success Specialist to strength... Show more
A security services provider in Vaughan is seeking an Operations Manager.This role involves managing security services for assigned accounts, ensuring high-quality customer service, and coordinatin... Show more
Elevate client experiences in the Client Services role at BMO Financial Group.Support investment advisors and enhance client relations through superior service.In this Client Services role, you wil... 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
Business Line: Commercial Lines.Hours Per Week: 35 (Full-Time).Location: Markham, Newmarket, Oshawa, Sudbury – Hybrid Setting (https://www.Job Duration: Full-Time, Permanent.Wage Transparency: The ... Show more
Enhance transportation operations as a dedicated Transportation Operations Specialist.Coordinate logistics to ensure timely and cost-effective delivery while fostering strong partnerships with carr... Show more
Woodbridge, ON; Vancouver, BC; Calgary, AB; Winnipeg, MB; Montreal, QC.In this role, you will be responsible for managing advisor block transfers and ensuring client policies reflect accurate and t... 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
Redefine your success as a Performance-Driven Consultant with Global Elite Empire Consultants.This remote position focuses on guiding clients toward their goals without the stress of cold outreach.... Show more
Client Success Manager, Accelerator Business Unit.Clever Digital Marketing (CDM) is a performance marketing agency trusted by the largest home improvement companies across North America.We speciali... Show more
Date limite pour présenter sa candidature :.Groupe de famille d'emploi : Ventes et service, Services bancaires aux particuliers.Join BMO - imagine the possibilities.Are you looking for a chance to ... Show more
Based in York Region, telMAX is a private equity-backed all fibre digital infrastructure platform that provides a 21 st century alternative to traditional telecom networks.Recognized for four conse... Show more
Operating as a “floating resort,” the company delivers high‑quality hospitality experiences to a loyal and predominantly mature clientele.Ontario Waterway Cruises is seeking an Operations Manager t... Show more
Take charge of operations as the Manager at CSL, a RESA Power Company.Focus on mentoring, efficiency, and strategic business development.In this role, you will oversee operations at the facility, p... Show more
PetSmart does Anything for Pets – JOIN OUR TEAM!.At PetSmart, Anything for Pets begins with our people.Every associate plays a vital role in creating meaningful experiences for pets and their famil... Show more
Lead North American Operations Customer Solutions.Location: Vaughan, ON, CA, L4K 5N1.Work Location Type: Professional.As Canada’s leading integrated freight, package, and logistics provider, we’ve ... Show more
At BBYO, we're motivated by our mission, inspiring us to reimagine work to make it fun, flexible, and fulfilling.We're looking for an organized, detail-oriented Operations Associate to join our tea... Show more
){kind=logo}
