Remote Wealth Ops Specialist—Client & Custodian Support
HireHawk Inc.
HireHawk Inc. in Canada (remote) is seeking a client-facing specialist to support advisors and operations in a boutique wealth management firm.
You will handle client inquiries, execute account openings and transfers, and assist with custodial processes in collaboration with Schwab and Fidelity, while upholding compliance and rigorous service standards. The ideal candidate has at least 3 years in wealth management or broker-dealer environments, experience with custodians, and strong
#J-18808-LjbffrVacancy posted -75
Similar jobs that could be interesting for youBased on the Remote Wealth Ops Specialist—Client & Custodian Support in Montréal, QC vacancy
$54k - $70k per year
...Job Purpose: As a Customer Support Specialist at Inoria, a CallTower company, you will play a pivotal role in delivering professional, customer... ...assist in the resolution of user and support issues amongst client sites to assist in a timely distribution of knowledge back to...SuggestedFull time- ...finance, sports, and elections. Our esteemed clients include ABC News/Disney, NBC Universal,... ...sharp and client-focused Client Support Lead to own the post-sales technical relationship... ...will lead a small team of two Support Specialists, providing mentorship, workload guidance,...SuggestedFull timeWork at office
- ...des entreprises mondiales brillantes. Nos clients comprennent des banques d’investissement... ...Certains de ces postes incluent: Trade Support (titres, trésorerie, gestion des... ...our assessment process. # Get trained remotely. You’ll learn everything you need to start...Remote workPermanent employmentFull timeApprenticeshipFlexible hours
- ...exploiting the full potential of technology. Supported by a large community of medical... ...alternative. Job Description As a Client Onboarding Specialist, your primary focus will be to support... ...of new customers. Engaging in remote and on-site project deployments, adapting...Remote workFull timeWorldwide
- ...opérationnelle, une croissance durable et le succès client. Aperçu du poste Le Superviseur du support client est responsable de diriger et de faire... ...Lead, mentor, and develop a team of Customer Support Specialists. ~ Conduct regular coaching sessions, ticket reviews...SuggestedLong term contractFlexible hours
- ...full potential of technology. Supported by a large community of... ...key point of contact for our clients — including clinics, hospitals... ...handling incoming client requests remotely; Providing technical... ...periods 2) Client Support Specialist (Level 1) (6–12 months) Apply...Remote workPermanent employmentFull timeContract workWork at officeWorldwideShift workNight shiftAfternoon shift
- ...celebrating intimacy and individuality. We are searching for a Client Acquisition Specialist to join our dedicated team, playing a crucial role in... ...Package: Life, Health, Spousal, etc. Recognition and Support: A team that values your contributions and celebrates your...Full time
- ...expression while celebrating intimacy and individuality. As a Client Care Specialist, you will play a critical role at the intersection of client... ...consultative and premium experience, not just transactional support, by setting clear expectations around timelines, revisions,...Full time
- ...intimacy and individuality. As a Client Escalations Specialist , you'll bring your strong emotional... ...through effective crisis resolution while supporting our collaborative team. This is an... ...: ~ Manage daily post-shoot client support (calls, emails, follow-ups) with a...Full time
- ...exploiting the full potential of technology. Supported by a large community of medical... ...for a strategic and data-driven Senior Client Success Specialist to support our large enterprise... ...system across Canada. We offer: Remote work and flexibility RRSP contribution...Remote workLong term contractPermanent employmentFull timeWorldwide
- ...Montreal, Canada. We are currently looking for a Operations Support Specialist for our office in Montreal, to join an international... ...focusing mainly on the crew planning products. Assist the client with knowledge injections, proactive problem solving and daily...Long term contractTemporary workLive InWork at officeImmediate startRelocationRelocation package2 days per week3 days per week
- ...Description You will join Maël, the Technical Support Manager, and his multidisciplinary team of 25, tasked with supporting our clients through technical challenges and user... ...Quebec. Additional Information Remote work and flexibility RRSP contribution...Remote workPermanent employmentFull timeContract workWork at office
- ...and a willingness to challenge consensus. As an Application Support Specialist , you will be responsible for providing mission critical... ...environments ~ Strong analytical and problem-solving skills ~ A client-focused, service- minded approach and a strong sense of...Full timeNight shiftEarly shift
- ...**English Version Below** Associé au support client (services financiers) Si vous avez toujours rêvé d’une carrière stimulante... ...advert. # Complete our assessment process. # Get trained remotely. You’ll learn everything you need to start your career in banking...Remote workPermanent employmentFull timeApprenticeshipLocal areaFlexible hours
- ...spécialiste de la livraison et du support est chargé d’étudier et de... ...incidents ayant un impact sur les clients, tout en maintenant un niveau... ...Team, the Delivery & Support Specialist is responsible for... ...required. Provide occasional remote or on-site technical assistance...Remote workLong term contractWorldwideFlexible hours
$56k per year
...Job Responsibility: Field Support Specialist: Description: Provide support to franchisees and Sales Team operations, including but not... ...de voyager quotidiennement. - Profitez d'interagir avec les clients. - Capacité de soulever 50 à 100 livres sur occasion. - Adaptabilité...Permanent employmentFull timeContract workWork at officeMonday to friday- ...Notre équipe de spécialistes en livraison et support fournit le plus haut niveau de... ...trouvons des solutions pour les systèmes des clients confrontés à divers problèmes grâce à un... ...dynamic: Our team of Delivery & Support Specialists deliver the highest degree of technical knowledge...Full timeFlexible hours
- ...est à la recherche d’un·e spécialiste du support technique pour travailler au sein de... ...adéquates aux questions et aux problèmes de nos clients. Vous serez responsable de fournir un... ...LANDR’s looking for a Technical Support Specialist to work within Synchro Arts, a division of...Full timeContract workWork at officeLocal area
- ...operations run more efficiently. The role As a Technical Support Specialist in a fast-growing iPaaS company, you will be supporting and... ...diagnose problems Collaborate with developers, consultants, and clients Manage support cases and communicate updates clearly...Long term contractFull timePart timeWork from homeMonday to fridayFlexible hoursShift workRotating shiftWeekend work
$39.09k per year
...Description Role Overview: The Social Support Specialist is responsible for delivering high-quality community management and moderation... ...aux employés (PAE) Fluent in English (communicating with clients and global team members), both written and spoken. Maîtrise...Full timeFlexible hoursWeekend work- ...Trading Application Support Specialist – Montreal– w/m Horizon Trading Solutions is an independent global technology company focused on electronic... ...single multi-asset platform and our unfaltering commitment to client partnership allow us to promise Performance Simplified: making...Full timeLocal areaWorldwideWeekend work
- ...Pour consulter la version française, cliquez ici . IT & Business Application Support Specialist Montreal, Quebec | Information Technology | Reports to VP, BI and Operations What if IT support was about more than fixing the problem in front of you? We're looking...Full timeInternshipImmediate start
- ...Position Overview As a key member of the Performance and Technical Support team, you will contribute to fulfilling our Technical Support and... ..., preferably in the rolling stock or railroad industry. Remote technical support or customer service experience will be considered...Remote workWork at officeLocal areaImmediate startWorldwideFlexible hoursShift workWeekend work
- ...Notre client est à la recherche dâun(e) Spécialiste en support applicatif pour sa plateforme SaaS d'envergure. Dans ce rôle, vous serez l'expert(e) technique... ...client is looking for an Application Support Specialist for its major SaaS platform. In this role, you will...Daily paidFull time
- ...our team as a Platform Reliability & Prod Support Specialist to be responsible for improving the... ...capabilities that power our Firm, enabling our clients and colleagues to redefine markets and... ...a hybrid work environment, combining remote work and attendance in the office. Knowledge...Remote workFull timeManual laborWork at office
- ...: Au sein de l'équipe d'ingénierie du support des plugins, l'ingénieur du support technique... ...des solutions rapides et efficaces aux clients. Le candidat idéal allie de solides connaissances... ...when required Provide occasional remote or on-site technical assistance for high-...Remote workLong term contractFull timeFlexible hours
- ...biodiversity programs, we help our clients meet their environmental... ...Job Title: Customer Success Specialist Location: In person at... ...Thursday). Friday can be worked remotely. Type of contract:... ...artificial intelligence (AI) tools to support parts of our hiring process....Remote workDaily paidPermanent employmentFull timeContract workInternshipImmediate startShift workDay shift
$75k per year
...Prepare sales or other contracts Promote sales to existing clients Identify and solicit potential clients Assess client’s needs... ...software Consult with clients after sale to provide ongoing support Reach to clients after sale or signed contracts to provide ongoing...Full time$70k - $75k per year
...other contracts Promote sales to existing clients Identify and solicit potential clients... ...clients after sale to provide ongoing support Reach to clients after sale or signed... ...Supervise activities of other technical sales specialists Plan, direct and monitor activities of...Permanent employmentWork from homeFlexible hoursShift workDay shiftEarly shiftBig Bang ERP
Montréal, QC13 days ago- ...voir réussir dans vos entreprises et faire partie de notre famille. Description : Nous recherchons un analyste senior en support applicatif hautement qualifié et expérimenté pour SAP ECC 6, spécialisé dans un ou plusieurs des modules suivants : SD/GTS (Ventes...Full timeWork at officeShift work3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Wealth Ops Specialist—Client & Custodian Support. Be the first to apply!
Related searches
- credit specialist Montréal, QC
- workforce specialist Montréal, QC
- omni-channel specialist Montréal, QC
- lead generation specialist Montréal, QC
- personal computer specialist Montréal, QC
- customs import specialist Montréal, QC
- spécialiste technique Montréal, QC
- reimbursement specialist Montréal, QC
- reading specialist Montréal, QC
- learning specialist Montréal, QC