Remote Client Service & Operations Specialist

TalentLink Solutions; New York (NY); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

401(k) match

Paid time off

Paid holidays

Bonus opportunity

Remote work

Job summary

TalentLink Solutions is seeking a Client Service Associate for a fully remote role in the United States. You will support client service needs, account administration, money movement requests, scheduling, and routine communications while partnering with advisors for accurate execution.

The ideal candidate has 2–4 years in client service or operations within an RIA, with Hubly, Schwab Advisor Center, Wealthbox, and GeoWealth familiarity and strong attention to detail.

Qualifications

• Bachelor's degree or equivalent work experience.
• 2–4 years of client service or operations experience in an RIA environment.
• Experience with Hubly or strong aptitude for financial workflows.
• Familiarity with Schwab Advisor Center; others are a plus.
• Proficient in Wealthbox, GeoWealth, and Microsoft Office.

Responsibilities

• Serve as a primary point of contact for day-to-day client service requests.
• Process account openings, transfers, money movement, and custodial paperwork.
• Manage operational workflows and monitor outstanding tasks.
• Coordinate with custodians and vendors to resolve issues and support implementations.
• Assist with quarterly billing and reporting, audit fee schedules, and improve efficiency.

Skills

Client service

Operations

CRM software

Attention to detail

Communication

Education

Bachelor's degree or equivalent

Tools

Hubly

Schwab Advisor Center

Wealthbox

GeoWealth

Microsoft Office

Fidelity Wealthscape

Job description

TalentLink Solutions is seeking a Client Service Associate for a fully remote role in the United States. You will support client service needs, account administration, money movement requests, scheduling, and routine communications while partnering with advisors for accurate execution.

The ideal candidate has 2–4 years in client service or operations within an RIA, with Hubly, Schwab Advisor Center, Wealthbox, and GeoWealth familiarity and strong attention to detail.