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Remote Client Operations Specialist - Wealth Management

$5,000 per month

HireHawk

A boutique wealth management firm is seeking a client-facing specialist to support advisors and operations. Responsibilities include managing client inquiries, account administration, and custodial processes with noted platforms like Charles Schwab and Fidelity. Candidates should have a minimum of 3 years in wealth management and display exceptional communication and organizational skills. This is a full-time, remote position with a monthly compensation of $5000 USD. #J-18808-Ljbffr

Vacancy posted 3 days ago
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