Client Operations Specialist (1770035824-T1-PH-S1) - Remote PH

HireHawk(1 month ago)

RemoteFull TimeSenior$1,600 - $2,000Wealth Management

About this role

A boutique wealth management firm is seeking a client-facing specialist to support advisors and operations. The role involves handling client inquiries, account administration, and working with custodial platforms like Charles Schwab and Fidelity, in a collaborative and service-oriented environment.

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Required Skills

Charles Schwab
Fidelity
CRM Systems
Excel
Account Management
Client Service
Financial Planning
Operational Support
Document Management
Investment Accounts

Qualifications

Bachelor’s Degree

About HireHawk

hirehawk.com

HireHawk is a global remote-talent recruitment and payroll management platform that helps companies hire world-class remote staff with up to 80% payroll cost savings and zero upfront fees. It provides end-to-end services—sourcing, vetting, contracting, payroll, HR, compliance, and performance management—for remote employees drawn from a 400M+ talent pool across 200+ job boards. The platform supports hiring across Latin America, Europe, the Middle East, Africa, and Asia-Pacific, and offers a perfect-fit replacement guarantee. Trusted by major brands, HireHawk emphasizes compliant, smile-friendly hiring for distributed teams.

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