Job Type Fulltime longterm contractorWorkplacenbspRemoteSchedulenbspFulltime aligned with US business hours Pacific Time ZoneCompensation 2000 3500 USDJoin a boutique wealth management firm as a clientfacing specialist supporting advisors and operations Handle client inquiries account administration and custodial processes with Charles Schwab and Fidelity Serve as primary contact for service requests while maintaining compliance standards Work in a collaborative hightouch environment with engaged clients Ideal for candidates with financial planning or RIA experienceA boutique hightouch wealt...
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