Client Operations Specialist - Remote at HireHawk

This role is ideal for a mid-level wealth management professional with at least 3 years of experience in an RIA or broker-dealer environment. You should be a "custodial power user" who is deeply familiar with the paperwork and processes of platforms like Charles Schwab or Fidelity. A Bachelor’s degree and a background in high-touch client service are essential for success in this boutique firm environment. The position offers the stability of a long-term, full-time contract with the flexibility of being fully remote (specifically for those in Baja California). Notable perks include a unique "pay-on-demand" feature allowing you to access 50% of your earnings before payday and access to a massive perk marketplace for service discounts. You will also enjoy working on a schedule aligned with U.S. Pacific Time. **You might be a good fit if you:** * Have hands-on experience processing account openings and cash movements through Schwab or Fidelity. * Thrive in a fast-paced environment where you act as the primary liaison between advisors, clients, and custodians. * Are highly organized and can manage the end-to-end lifecycle of investment accounts with zero errors. * Possess a high level of discretion when handling sensitive financial data and documentation.