<img src="https://we-work-remotely.imgix.net/logos/0171/4953/logo.gif?ixlib=rails-4.0.0&w=50&h=50&dpr=2&fit=fill&auto=compress" /> Headquarters: BVI URL: <a href="https://vestigeholdingsgroup.com/">https://vestigeholdingsgroup.com/</a> The Client Relations Specialist is a highly client-facing role responsible for managing real-time communication, onboarding, and ongoing support for both prospective and active clients. Reporting to the Vice President and working closely with the Head of Client Relations, this individual serves as a primary point of contact across all communication channels — email, phone, text, and video — ensuring a seamless, responsive, and high-touch client experience. This role is deeply embedded in the client lifecycle, frequently joining sales calls to initiate onboarding, supporting transaction requests, conducting client check-ins, and proactively following up to ensure all client activity — including deposits, withdrawals, broker requests, portal access, and event participation — is completed accurately and efficiently. The ideal candidate is highly responsive, client-first, and brings a positive, solutions-oriented approach to every interaction, ensuring clients feel supported and confident at all times.   <hr>   <h3>Key Responsibilities</h3> <h4>Client Engagement & Communication</h4> <ul> <li> Serve as a primary, front-line point of contact for both prospective and active clients. </li> <li> Communicate with clients throughout the day via email, phone, text, and video calls. </li> <li> Be readily available to support clients in real time, including while they are at the bank initiating wires or requesting account actions. </li> <li> Provide immediate guidance on wire instructions, funding confirmations, withdrawal processes, and portal access. </li> <li> Join live sales calls (often without advance notice) to introduce onboarding and begin the account setup process immediately upon client commitment. </li> <li> Conduct proactive client outreach, including check-ins to ensure client satisfaction and engagement. </li> <li> Contact clients to confirm attendance for firm events and ensure a strong client experience. </li> <li> Deliver a high-touch, patient, and professional experience — confidently guiding clients through questions and processes with clarity and positivity. </li> <li> Adhere to all company communication standards, SLAs, and established processes. </li> </ul>   <hr>   <h4>Client Onboarding & Account Activation</h4> <ul> <li> Lead the onboarding process from initial introduction through account activation with each client. </li> <li> Guide clients in real-time through onboarding steps, documentation, and account setup. </li> <li> Collect and verify KYC documentation; coordinate directly with brokers for application processing and funding. </li> <li> Coordinate with the tech team to provision and troubleshoot client portal access during onboarding. </li> <li> Ensure a seamless transition from sales to active client with minimal friction or delay. </li> </ul>   <hr>   <h4>Client Support, Follow-Up & Retention</h4> <ul> <li> Proactively follow up with clients on outstanding requests, documentation, account actions, and portal access needs. </li> <li> Track and follow up on deposit activity, including wires not yet received by the broker. </li> <li> Coordinate withdrawal requests, including submission, tracking, and ongoing follow-ups with brokers. </li> <li> Manage and fulfill broker document requests for active client accounts, ensuring timely collection and submission of required materials. </li> <li> Coordinate with the tech team to resolve client portal access issues and ensure a smooth user experience. </li> <li> Communicate clearly with clients regarding any additional documentation or system access needed to maintain or service their accounts. </li> <li> Conduct regular client check-ins to ensure satisfaction and identify any issues early. </li> <li> Ensure all client requests are completed accurately, efficiently, and with clear communication. </li> </ul>   <hr>   <h4>Transaction Support & Tracking</h4> <ul> <li> Act as the central point of coordination for all client transaction activity. </li> <li> Track deposits, withdrawals, and account funding status from initiation through completion. </li> <li> Liaise with brokers and internal teams to ensure timely processing and issue resolution. </li> <li> Maintain clear visibility and communication with clients regarding transaction timelines and status. </li> </ul>   <hr>   <h4>Client Communications & Inbox Management</h4> <ul> <li> Manage onboarding and client support inboxes as high-volume communication channels. </li> <li> Monitor, triage, and respond to incoming client and prospect inquiries in real time. </li> <li> Respond to introducer-related emails within the support inbox and coordinate with the Vice President as needed. </li> <li> Escalate urgent or complex issues to the Vice President or coordinate internally as needed. </li> <li> Maintain communication logs and ensure no client or introducer request goes unaddressed. </li> <li> Follow all company communication standards, SLAs, and response protocols. </li> </ul>   <hr>   <h4>Broker & Internal Coordination</h4> <ul> <li> Work directly with partner brokers to coordinate account setup, deposits, withdrawals, and ongoing account maintenance. </li> <li> Track and manage broker requests, including documentation, updates, and compliance-related items for active clients. </li> <li> Collaborate with the Head of Client Relations on outreach, follow-ups, and overall client experience. </li> <li> Coordinate with the tech team on client portal access, permissions, and issue resolution. </li> <li> Coordinate with Sales and Trading teams to ensure alignment across the client lifecycle. </li> <li> Maintain organized records of all client interactions, transactions, and documentation. </li> </ul>   <hr>   <h4>Executive & Operational Support</h4> <ul> <li> Support the Vice President with additional tasks, client-related initiatives, and operational needs as requested. </li> <li> Assist with tracking, reporting, and follow-ups tied to client activity and firm initiatives. </li> <li> Maintain accurate CRM records, onboarding data, and client documentation. </li> <li> Ensure all processes are compliant, documented, and audit-ready. </li> </ul>   <hr>   <h3>Qualifications</h3> <ul> <li> 2–4 years of experience in a client-facing role (client services, onboarding, account management, or similar; financial services preferred). </li> <li> Strong communication skills with confidence speaking to clients across phone, video, and written channels. </li> <li> Comfortable being highly available and responsive throughout the day for real-time client needs. </li> <li> Naturally positive, patient, and client-focused with the ability to guide clients through questions with clarity and professionalism. </li> <li> Highly organized with strong attention to detail and follow-through. </li> <li> Ability to manage multiple conversations, requests, and priorities simultaneously. </li> <li> Proficiency in CRM systems, Google Workspace, and communication tools. </li> <li> Experience working cross-functionally with technical teams or supporting client-facing platforms is a plus. </li> <li> Professional demeanor with high integrity and discretion in handling client information. </li> <li> Internet and phone access required </li> </ul>   <hr>   <h3>Position Details</h3> <ul> <li> Hiring Location: Canada </li> <li> Type: Full Time Contractor </li> <li> Time Zone: Central Time (or comfortably work in Central) </li> <li> Travel: 2-3x per year </li> <li> Language: English (required) and French (preferred) </li> <li> Compensation: $65,000 USD + $150 USD per new onboarded and funded account </li> </ul>   To apply: <a href="https://weworkremotely.com/remote-jobs/vestige-client-relations-specialist-full-time-contractor">https://weworkremotely.com/remote-jobs/vestige-client-relations-specialist-full-time-contractor</a>

Client Relations Specialist (Full Time Contractor)

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