Client Operations Specialist - Remote at HireHawk

Ideal for a wealth management professional with at least three years of experience in an RIA or broker-dealer environment. You must hold a bachelor’s degree from an accredited institution to be considered for this client-facing support position. **What makes it worth a look...** HireHawk is offering a remote long-term contract role with compensation between $2,000 and $3,500 USD per month. The position requires you to work full-time hours aligned with the U.S. Pacific Time Zone. **You might be a good fit if you...** * Have direct hands-on experience using Charles Schwab or Fidelity custodial platforms. * Manage end-to-end account lifecycle processes like openings, transfers, and closures. * Possess advanced skills in Microsoft Excel or Google Sheets for documentation. * Use CRM and portfolio management software to maintain client records.