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Financial Services Financial Advisor Wealth Management

Remote Client Operations Specialist - Wealth Management

Remote / Online - Candidates ideally in
QC, Canada
Listing for: HireHawk
Remote/Work from Home position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A boutique wealth management firm seeks a client-facing specialist to support advisors and operations. This remote position involves managing client inquiries and account administration, particularly with custodians like Charles Schwab and Fidelity. The ideal candidate will have at least 3 years of experience in wealth management and possess excellent communication and organizational skills. Responsibilities include processing account requests and maintaining compliance while enhancing the client experience.
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