Take the Next Step in Your Career With Us!
Are you detail-oriented, technically savvy, and passionate about delivering top-tier client support in the financial services industry? We’re hiring a Client Service & Operations Specialist to join a high-performing wealth management team. In this fully remote role, you’ll handle essential custodial servicing tasks, manage client communications, and help keep operations running smoothly — all while growing your skills in a dynamic and collaborative environment.
Client Service & Operations Specialist
Remote | Full-time | Wealth Management
Why Work With Us:
• 100% remote opportunity with a flexible, supportive team culture
• Career growth in a stable and reputable wealth management environment
• Competitive compensation, 401(k) with employer contribution, and employer-paid disability insurance
What You’ll Do:
• Manage custodial paperwork for new accounts, transfers, cash requests, and beneficiary updates (primarily with Charles Schwab)
• Serve as the point of contact for client service requests, including troubleshooting login and tech issues
• Track, follow up on, and resolve all client servicing tasks and workflows using Salesforce
• Collaborate with internal team members and external partners (CPAs, attorneys, etc.)
• Maintain client files, perform data entry, and handle ad hoc operational support tasks
• Assist in compliance processes, document collection, and reporting as needed
What We’re Looking For:
• 3+ years of experience in client service or operations within a wealth management or investment firm
• Strong communication skills and a proactive, can-do attitude
• Proven ability to work independently, prioritize tasks, and meet deadlines
• Excellent attention to detail and accuracy in all assignments
• Comfortable using platforms like Salesforce, Schwab Advisor Center, and Microsoft Office Suite
• Experience in remote work environments and supporting multiple professionals
• Bachelor’s degree preferred
Ready to Land Your Next Great Role?
Apply now and let our recruiting team help you take the next step in your career!
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Note: We are an equal opportunity employer and value diversity in our workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
