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Client Operations Specialist
Location
Mexico
Posted
98 days ago
Salary
$2K - $3.5K / month
Seniority
Senior
Job Description
Client Operations Specialist
HireHawk
• Serve as primary contact for client service and operational inquiries, answering questions regarding accounts, paperwork, and custodial processes**• Process and manage account openings, transfers, maintenance requests, and cash movements to ensure seamless client experience**• Support financial advisors with account administration and client follow-up to enhance service delivery**• Liaise with custodians to resolve issues efficiently and maintain operational excellence**• Maintain accurate records and ensure compliance standards are met while providing polished, professional client service
Job Requirements
- Minimum of 3 years of professional experience in wealth management, RIA, or broker-dealer environments.
- Hands-on experience with custodial platforms such as Charles Schwab and/or Fidelity.
- Proven track record in client-facing financial services roles.
- Strong understanding of investment account structures and financial planning workflows.
- Proficiency in end-to-end account lifecycle management, including openings, transfers, maintenance, and closures.
- Advanced ability to prepare and review client documentation with high accuracy.
- Ability to manage multiple client requests simultaneously while consistently meeting deadlines.
- High level of discretion and professionalism when handling sensitive client information.
- Proficiency with CRM systems, portfolio management software, and document management tools.
- Advanced Microsoft Office or Google Workspace skills, with particular strength in Excel/Sheets.
- Bachelor’s degree from an accredited institution required.
- Ability to liaise effectively with custodians to resolve operational issues efficiently.
Benefits
- Access to a $200k+ perk marketplace with instant discounts on 150+ services**
- Access up to 50% of approved earnings before payday (no credit checks or fees)**
- On-time, in-currency pay
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