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 • Halifax, Nova Scotia
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
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
Our team members are at the heart of everything we do.At Cencora, we are united in our responsibility to create healthier futures, and every person here is essential to us being able to deliver on ... Show more
Seeking an analyst to join the Revenue Analytics team, providing data-driven insights and solutions to empower sales and revenue organizations.Requires strong analytical, problem-solving, and commu... Show more
Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest.The Revenue team drives a... Show more
Drive success in revenue operations as an adept analyst specializing in lead management.Enhance merchant processes, utilize data analytics, and collaborate across teams in a remote-first setting.Th... Show more
We never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms.If you are approached for payment, this is likely to be fraudule... 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
Experience something Brilliantly Different with MUFG Investor Services.MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing... Show more
Experience something Brilliantly Different with MUFG Investor Services.MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing... 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 a pivotal part of Citco’s Middle Office operations by leading a dedicated team focused on reconciliation and client service excellence.This leadership role blends financial expertise with ha... 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
Client Onboarding Fund Specialist (A minimum of 5 years’ experience in the funds / fund accounting/NAV processes at high level).Client Onboarding Fund Specialist (A minimum of 5 years’ experience i... Show more
A leading finance technology firm is seeking a driven analyst to join the Revenue Operations team.In this role, you will design and optimize merchant lifecycle processes, manage stakeholders across... 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
