Join a dynamic wealth management boutique as a Client Operations Specialist. Work remotely, supporting financial advisors and managing client accounts with industry-leading custodians.
This full-time role requires professionals with extensive experience in wealth management or similar financial sectors. Your responsibilities will include addressing client inquiries, managing account processes, and maintaining high compliance standards. An ability to efficiently resolve issues and enhance the client experience is essential for success.
Key Responsibilities:
• Answer client inquiries on accounts and custodial processes
• Process account openings and manage transfers
• Enhance service delivery through client follow-ups
• Resolve operational issues with custodians effectively
• Ensure compliance standards are upheld
Requirements:
• Minimum 3 years in a client-facing financial role
• Hands-on experience with custodial tools
• Proficient in end-to-end account...