Client Operations Specialist (1770035824-T1-PH-S1) - Remote PH

2 hours ago
Full-time
Junior
Customer and Technical Support
Hire Hawk

Hire Hawk

We help businesses hire talent globally, compliantly, and with a smile. We manage all planning, sourcing, vetting, hiring, payroll, and performance management.

Description

  • Serve as the primary contact for client service and operational inquiries related to accounts, paperwork, and custodial processes.
  • Process and manage account openings, transfers, maintenance requests, and cash movements.
  • Support financial advisors with account administration and client follow-up.
  • Liaise with custodians such as Charles Schwab and Fidelity to resolve issues efficiently.
  • Maintain accurate records and ensure compliance standards are met.
  • Provide polished, professional client service in a fast-paced, service-oriented environment.
  • Independently resolve client and operational issues while communicating with advisors and internal stakeholders.

Requirements

  • Minimum of 3 years of professional experience in wealth management, RIA, or broker-dealer environments.
  • Hands-on experience with custodial platforms such as Charles Schwab and/or Fidelity.
  • Proven track record in client-facing financial services roles.
  • Strong understanding of investment account structures and financial planning workflows.
  • Experience with end-to-end account lifecycle management, including openings, transfers, maintenance, and closures.
  • Advanced ability to prepare and review client documentation with high accuracy.
  • Ability to manage multiple client requests simultaneously while consistently meeting deadlines.
  • High level of discretion and professionalism when handling sensitive client information.
  • Proficiency with CRM systems, portfolio management software, and document management tools.
  • Advanced Microsoft Office or Google Workspace skills, with particular strength in Excel/Sheets.
  • Bachelor’s degree from an accredited institution required.

Benefits

  • Access to a $200k+ perk marketplace with instant discounts on 150+ services.
  • Access up to 50% of approved earnings before payday with no credit checks or fees.
  • On-time, in-currency pay.
  • Remote full-time work arrangement.
  • Schedule aligned with U.S. business hours in the Pacific Time Zone.
  • Long-term contractor position.

Interested in this position?

Apply directly on the company website

Apply Now

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