Remote Client Operations Specialist (Wealth Management)

A boutique wealth management firm is seeking a client-facing specialist to support advisors and manage client inquiries in a remote setting. Responsibilities include handling account administration and custodial processes with Charles Schwab and Fidelity. Ideal candidates will have at least 3 years of experience in wealth management and strong communication skills. This position offers a competitive salary and various employee benefits, including access to a significant perk marketplace.
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