HireHawk is looking for a Client Operations Specialist to join a boutique wealth management firm focused on delivering personalized financial advisory services. In this client-facing role, you will support financial advisors and operations by handling inquiries, account administration, and custodial processes while maintaining high compliance standards.
What You'll Do
- Serve as the 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 a 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
- A 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.
Technical Stack
- CRM systems
- Portfolio management software
- Document management tools
- Microsoft Office
- Google Workspace
Team & Environment
You'll be working in a collaborative, high-touch environment with engaged clients.
Benefits & Compensation
- Compensation: $1600 - $2000 USD
- 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.
Work Mode
This is a fully remote position for candidates located in SA.
