Investment Operations & Client Service Specialist

Location: Remote from South Africa or the Philippines

Salary: $900–$1,100 per month

Company

hirify.global is an established outsourcing company providing operational support to Registered Investment Advisors and financial planning firms across the US.

What you will do

• Process new investment account openings with Charles Schwab, Fidelity, and Raymond James.
• Maintain client accounts, update client information, and process money movements.
• Review documentation, identify missing or incorrect information, and follow up with advisors and internal teams.
• Use investment performance reporting platforms such as Black Diamond and Orion.
• Contact custodian support teams to investigate and resolve account-related issues, escalating complex cases when needed.
• Follow established workflows, maintain accuracy across a significant volume of work, and suggest process improvements.

Requirements

• Experience in investment operations, wealth management, financial services, RIA operations, client servicing, or a similar environment.
• Experience with investment accounts, custodians, or financial administration.
• Highly detail-oriented, organised, and able to work quickly without sacrificing accuracy.
• Strong written and verbal communication skills, including communication with external organisations and custodian support teams.
• Ability to identify missing information, follow up proactively, and work independently while collaborating effectively with colleagues.

Nice to have

• Experience with Charles Schwab, Fidelity, Raymond James, Black Diamond, Orion, RIA or wealth management platforms, or investment account administration.

Culture & Benefits

• Part-time schedule of 25–30 hours per week.
• Potential to progress to full-time as the relationship develops.
• 100% remote work with no activity tracker.
• $50 birthday bonus and $200 testimonial bonus.
• Work with operational processes supporting financial advisors and their clients.