The Client Operations Specialist at HireHawk will serve as the primary point of contact for client service and operational inquiries, supporting financial advisors and ensuring smooth account administration and custodial processes with Charles Schwab and Fidelity. This is a remote, full-time contractor role aligned with U.S. business hours in the Pacific Time Zone, ideal for a detail-oriented professional passionate about delivering exceptional client experiences.
What You'll Do
- 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
What We're Looking For
- Exceptional communication and organizational skills
- Ability to thrive in fast-paced, service-oriented environments
- Strong problem-solving abilities
- Ability to independently resolve client and operational issues
- Effective communication with advisors, custodians, and internal stakeholders
- Experience handling custodial processes with Charles Schwab and Fidelity
Nice to Have
- Experience in financial planning
- Experience in RIA (Registered Investment Advisor) environment
Technical Stack
- Charles Schwab
- Fidelity
Team & Environment
Join a boutique-sized, collaborative, high-touch team focused on delivering personalized support and exceptional client service. This role operates in a service-oriented culture with engaged clients and a strong emphasis on operational excellence.
Benefits & Compensation
- Remote work environment
- Engaged clients in a high-touch service model
Compensation: $5000 USD per month
Work Mode
Remote position available to candidates in the US, requiring full-time availability aligned with U.S. business hours (Pacific Time Zone).
HireHawk is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all professionals.
