Client Operations Specialist (1770035824) - Remote US at HireHawk

Ideal for a mid-level professional with at least 3 years of experience in wealth management, RIA, or broker-dealer environments, holding a Bachelor's degree. **What makes it worth a look...** HireHawk is offering a full-time, remote Client Operations Specialist role for $5,000 USD per month. You'll be supporting advisors and clients in a collaborative, high-touch wealth management setting. **You might be a good fit if you...** * Have hands-on experience with Charles Schwab or Fidelity custodial platforms. * Are proficient with CRM systems, portfolio management software, and document management tools. * Possess advanced skills in Excel/Sheets. * Can manage multiple client requests while ensuring compliance.