Investment Operations, Client Service Specialist

This is a fully remote position, open to applicants in South Africa, +1 more country.

📋 Description

• Manage the initiation of new accounts with financial custodians such as Charles Schwab, Fidelity, and Raymond James.

• Carry out client account maintenance and administrative updates.

• Facilitate money movements and modifications to client information.

• Examine documentation to identify any missing or incorrect details.

• Engage with advisors and internal teams when further information is necessary.

• Utilize investment performance reporting tools like Black Diamond and Orion.

• Reach out to custodian support teams to investigate and resolve account-related matters.

• Escalate complex issues to team leaders or relevant team members.

• Adhere to established processes and workflows consistently.

• Ensure high accuracy while managing a significant workload.

• Spot opportunities for process improvements and share suggestions.

• Collaborate effectively with colleagues across the organization.

⛳️ Requirements

• Background in investment operations, wealth management, financial services, RIA operations, client servicing, or a related field.

• Experience with investment accounts, custodians, or financial administration.

• Strong attention to detail and a commitment to high-quality work.

• Capability to work efficiently without compromising accuracy.

• Exceptional written and verbal communication skills.

• Proficient at identifying missing information and following up with the appropriate individuals.

• Comfortable liaising with external organizations and custodian support teams.

• Ability to adhere to established processes while recognizing opportunities for enhancement.

• Proactive and willing to raise concerns when issues arise.

• Able to work independently while also being a supportive team player.

• Experience with Charles Schwab, Fidelity, Raymond James, Black Diamond, Orion, RIA or wealth management platforms, as well as investment account administration or client account opening and maintenance, is highly beneficial.

• Availability for part-time work of 25–30 hours per week.

🏝️ Benefits

• Complete remote work flexibility.

• $50 birthday bonus.

• $200 testimonial bonus.

• No time tracker required.