How Remoteville checks and expires listings
Wealth Operations Specialist
Skills
Account ServicingAnalyticsClosuresCustomer Relationship ManagementFinanceHigh Sense Of UrgencyIT Service Management
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Direct experience navigating Fidelity and Schwab advisor platforms
- Professional experience with Orion and Salesforce is a big plus
- Proven track record in wealth management operations or account services
- Attention to detail with complex financial paperwork and digital workflows
- Strong aptitude for customer service and meeting SLAs
Nice to have
- Inches mentality
- Scrappy
- Agile
- Client obsessed
- Extreme ownership
Day to day
- Support Signal’s wealth management business by accurately and compliantly executing day-to-day servicing workflows.
- Own end-to-end operational requests including new account openings account maintenance money movements beneficiary updates and account closures.
- Coordinate directly with custodians and platforms such as Fidelity Schwab Orion and Salesforce to resolve advisor requests quickly and keep systems current.