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Remote Client Operations Specialist – Wealth Management

Hirehawk

Ontario, California, United States

Ontario, California, United States

À propos

Hirehawk is looking for a detail-oriented client-facing specialist to support financial advisors and operations in Ontario, California. This full-time, remote role involves handling client inquiries, account administration, and custodial processes. The ideal candidate will have at least three years of experience in wealth management, proficiency in custodial platforms like Charles Schwab and Fidelity, and excellent communication skills. Benefits include access to a $200k+ perk marketplace and on-time pay.
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Ontario, California, United States

Compétences linguistiques

English

Avis aux utilisateurs

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