Investment Operations & Client Service Specialist

📋 Description

• Process new investment account openings with major custodians
• Maintain and update client accounts and information
• Handle money movements and other admin tasks
• Review docs to identify missing or incorrect data
• Coordinate with advisors and internal teams
• Follow established processes while seeking improvements

🎯 Requirements

• Experience in investment operations, wealth mgmt, or RIA ops
• Detail-oriented with accuracy under high volume
• Strong written and verbal communication
• Proactive, able to identify gaps and follow up
• Comfort communicating with custodians and external teams
• Ability to work independently and as part of a team

🎁 Benefits

• 100% REMOTE
• $50 birthday bonus
• $200 testimonial bonus
• NO TRACKER. NO PROBLEM