Investment Operations & Client Service Specialist
The role involves providing back-office operational support to US-based financial advisors, including account administration, money movements, and client documentation processing. It is a part-time remote position with the potential to transition to full-time.
Can a South African apply?
The employer’s own job board lists this role’s eligible location as:
South Africa, Philippines (Remote)
Taken from the structured location field on the employer’s job board, not from the wording of the advert, when we last checked it on 2026-09-27. Employers change eligibility without notice — the employer’s page is the authority, not this one.
What it pays
Not published. This posting states no figure, and we do not estimate one. Ask during the first conversation.
The full posting
Reproduced from the employer’s own listing, unedited.
Read the posting in full · 335 words
About the Company
Our client is an established outsourcing company that provides operational support to Registered Investment Advisors (RIAs) and financial planning firms across the US. They support clients with essential back-office functions including client servicing, financial planning support, investment operations, account administration, and other operational processes. Their team works behind the scenes to provide high-quality, efficient support that allows advisors to focus on their clients and core business. They are now looking for an Investment Operations & Client Service Specialist to join the team on a part-time basis, with the potential to increase to full-time as the relationship develops.
About the Role
This is a hands-on, detail-oriented role focused on processing investment and client administration tasks quickly and accurately. You will work primarily behind the scenes, supporting advisors and internal teams with tasks such as opening new investment accounts, maintaining existing client accounts, processing money movements, updating client information, and resolving operational issues. The ideal candidate will be highly organised, comfortable working within established processes, and take genuine pride in producing accurate, high-quality work.
Key Responsibilities
● Process new account openings with major financial custodians such as Charles Schwab, Fidelity, and Raymond James ● Complete client account maintenance and administrative updates ● Process requests such as 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 more complex issues to team leads or appropriate members of the team ● Follow established processes and workflows to ensure work is completed consistently ● Maintain a high level of accuracy while processing a significant volume of work ● Identify opportunities to improve processes and communicate suggestions to the team ● Collaborate effectively with colleagues across the business
Why Join Assist World?
100% REMOTE
$50 birthday bonus
$200 testimonial bonus
NO TRACKER. NO PROBLEM
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