Client Operations Specialist - Remote
Description
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-touc…
Skills
AI
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