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Remote Client Operations Specialist – Wealth Management

Hirehawk

New York, New York, United States

New York, New York, United States

Über

Hirehawk is seeking a client-facing specialist for a remote position in a boutique wealth management firm. The role involves handling client inquiries, managing account administration, and ensuring compliance while supporting financial advisors. Candidates should have a minimum of three years of wealth management experience, strong problem-solving skills, and proficiency with custodial platforms like Charles Schwab and Fidelity. The firm offers a dynamic work environment focused on exceptional client service.
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New York, New York, United States

Sprachkenntnisse

English

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