Job Type: Full-time, long-term contractor

Workplace: Remote

Schedule: Full-time, aligned with U.S. business hours (Pacific Time Zone)

Compensation: $2000 - $ 3500 USD

Join a boutique wealth management firm as a client-facing 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 stan...