Remote Client Operations Specialist - Remote

Bilinguallink; Canada; Remote; CAD 32,000 - 56,000; Full time

Benefits offered by this job

Access to a $200k+ perk marketplace

Up to 50% of approved earnings before

On-time, in-currency pay

Job summary

Bilinguallink is seeking a remote, full-time client-facing specialist to support advisors and operations in a fast-paced, high-touch environment. You will handle client inquiries, account administration, and custodial processes with Schwab and Fidelity, serving as the primary contact for service requests.

The ideal candidate has at least 3 years in wealth management or related fields, strong communication, and proficiency with CRM and Excel/Sheets.

Qualifications

• Minimum 3 years in wealth management, RIA, or broker-dealer environments.
• Hands-on experience with custodial platforms such as Charles Schwab and Fidelity.
• Proven track record in client-facing financial services roles.
• Strong understanding of investment account structures and financial planning workflows.
• Proficiency in end-to-end account lifecycle management.
• Advanced ability to prepare and review client documentation accurately.
• Ability to manage multiple client requests and meet deadlines.
• High discretion and professionalism handling sensitive client information.
• Proficiency with CRM, portfolio management, and document management tools.
• Advanced Excel/Sheets skills.

Responsibilities

• Serve as primary contact for client service and operational inquiries.
• Process and manage account openings, transfers, maintenance, and cash movements.
• Support financial advisors with account administration and client follow-up.
• Liaise with custodians to resolve issues and maintain excellence.
• Maintain records and ensure compliance with standards while delivering polished service.

Skills

Client-facing

Communication

Organizational skills

Problem solving

Discretion

CRM systems

Excel/Sheets

Multi-tasking

Education

Bachelor’s degree

Tools

Custodial platforms (Schwab)

Custodial platforms (Fidelity)

Document management tools

Portfolio management software

Job description

Job Type: Full-time, long-term contractor

Workplace:Remote

Schedule:Full-time, aligned with U.S. business hours (Pacific Time Zone)

Compensation: $2000 – $ 3500 USD

Join a boutique wealth management firm as a client-facing specialist supporting advisors and operations. Handle client inquiries, account administration, and custodial processes with Charles Schwab and Fidelity. Serve as primary contact for service requests while maintaining compliance standards. Work in a collaborative, high-touch environment with engaged clients. Ideal for candidates with financial planning or RIA experience.

A boutique, high-touch wealth management firm delivering personalized financial advisory services with a focus on exceptional client experience.

We seek a detail-oriented professional with exceptional communication and organizational skills who thrives in fast-paced, service-oriented environments. The ideal candidate demonstrates strong problem-solving abilities and can independently resolve client and operational issues while effectively communicating with advisors, custodians, and internal stakeholders.

• Serve as primary contact for client service and operational inquiries, answering questions regarding accounts, paperwork, and custodial processes
• Process and manage account openings, transfers, maintenance requests, and cash movements to ensure seamless client experience
• Support financial advisors with account administration and client follow-up to enhance service delivery
• Liaise with custodians to resolve issues efficiently and maintain operational excellence
• Maintain accurate records and ensure compliance standards are met while providing polished, professional client service

• Minimum of 3 years of professional experience in wealth management, RIA, or broker-dealer environments.
• Hands-on experience with custodial platforms such as Charles Schwab and/or Fidelity.
• Proven track record in client-facing financial services roles.
• Strong understanding of investment account structures and financial planning workflows.
• Proficiency in end-to-end account lifecycle management, including openings, transfers, maintenance, and closures.
• Advanced ability to prepare and review client documentation with high accuracy.
• Ability to manage multiple client requests simultaneously while consistently meeting deadlines.
• High level of discretion and professionalism when handling sensitive client information.
• Proficiency with CRM systems, portfolio management software, and document management tools.
• Advanced Microsoft Office or Google Workspace skills, with particular strength in Excel/Sheets.
• Bachelor’s degree from an accredited institution required.
• Ability to liaise effectively with custodians to resolve operational issues efficiently.

• Access to a $200k+ perk marketplace with instant discounts on 150+ services
• Access up to 50% of approved earnings before payday (no credit checks or fees)
• On-time, in-currency pay