Investment Operations, Client Service Specialist

Job not on LinkedIn

🔥 0 minutes ago

🌐 South Africa, Philippines – Remote

🇿🇦 South Africa – Remote 🇵🇭 Philippines – Remote

💵 $900 - $1.1k / month

⏱ Part Time

🟡 Mid-level

🟠 Senior

📁 Client Services

👻 Ghost score 11%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Assist World

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2022

🎯 Recruiter

🤝 B2B

Recruitment • B2B

<Assist World> Assist World is a virtual assistant staffing and outsourcing company that matches businesses with vetted remote assistants across administrative, accounting, customer service, sales, social media, e-commerce, and industry-specific roles. They provide rapid discovery, matching, and onboarding, a management dashboard and dedicated account managers, and a satisfaction guarantee with rematch or refund options. Assist World serves businesses globally, emphasizes cost-effective, flexible staffing (part-time or full-time) with no long-term lock-ins, and promotes a bench of thousands of pre-vetted assistants for scalable teams.

📋 Description

• Process new account openings with financial custodians such as Charles Schwab, Fidelity, and Raymond James • Complete client account maintenance and administrative updates • Process money movements and changes to client information • Review documentation and identify missing or incorrect information • Communicate with advisors and internal teams when additional information is required • Work with investment performance reporting platforms such as Black Diamond and Orion • Contact custodian support teams to investigate and resolve account-related issues • Escalate complex issues to team leads or appropriate team members • Follow established processes and workflows consistently • Maintain high accuracy while processing significant work volume • Identify process improvement opportunities and communicate suggestions • Collaborate with colleagues across the business

🎯 Requirements

• Experience in investment operations, wealth management, financial services, RIA operations, client servicing, or a similar environment • Experience working with investment accounts, custodians, or financial administration • Highly detail-oriented and takes pride in work quality • Ability to work quickly without sacrificing accuracy • Excellent written and verbal communication skills • Ability to identify missing information and follow up with the relevant person • Comfortable communicating with external organisations and custodian support teams • Ability to follow established processes while recognising opportunities to improve them • Proactive and willing to speak up when there is a problem • Ability to work independently while remaining a strong team player • Experience with Charles Schwab, Fidelity, Raymond James, Black Diamond, Orion, RIA or wealth management platforms, investment account administration, or client account opening and maintenance would be highly advantageous • Part-time availability of 25–30 hours per week

🏖️ Benefits

• 100% remote • $50 birthday bonus • $200 testimonial bonus • No tracker