Client Operations Specialist - Remote

Job Type: Full-time, long-term contractorWorkplace:RemoteSchedule:Full-time, aligned with U.S. business hours (Pacific Time Zone)Compensation: $**** - $ **** USDJoin 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 opera...