{"id":64945,"date":"2026-04-29T09:13:17","date_gmt":"2026-04-29T05:13:17","guid":{"rendered":"https:\/\/hir1.com\/job\/vestige-client-relations-specialist-full-time-contractor\/"},"modified":"2026-04-29T09:13:29","modified_gmt":"2026-04-29T05:13:29","slug":"vestige-client-relations-specialist-full-time-contractor","status":"publish","type":"job_listing","link":"https:\/\/hir1.com\/ar\/job\/vestige-client-relations-specialist-full-time-contractor\/","title":{"rendered":"Vestige: Client Relations Specialist (Full Time Contractor)"},"content":{"rendered":"<p>Remote Jobs<\/p>\n<p>Region: Anywhere in the World<\/p>\n<p>State: Delaware<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/we-work-remotely.imgix.net\/logos\/0171\/4953\/logo.gif?ixlib=rails-4.0.0&#038;w=50&#038;h=50&#038;dpr=2&#038;fit=fill&#038;auto=compress\" \/><\/p>\n<p>\n  <strong>Headquarters:<\/strong> BVI<br \/>\n    <br \/><strong>URL:<\/strong> <a href=\"https:\/\/vestigeholdingsgroup.com\/\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/vestigeholdingsgroup.com\/<\/a>\n<\/p>\n<p>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.<\/p>\n<p>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 \u2014 email, phone, text, and video \u2014 ensuring a seamless, responsive, and high-touch client experience.<\/p>\n<p>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 \u2014 including deposits, withdrawals, broker requests, portal access, and event participation \u2014 is completed accurately and efficiently.<\/p>\n<p>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.<\/p>\n<p>&nbsp;<\/p>\n<hr>\n<p>&nbsp;<\/p>\n<h3>\u0627\u0644\u0645\u0647\u0627\u0645 \u0627\u0644\u0623\u0633\u0627\u0633\u064a\u0629<\/h3>\n<h4>Client Engagement &amp; Communication<\/h4>\n<ul>\n<li>\n<p>Serve as a primary, front-line point of contact for both prospective and active clients.<\/p>\n<\/li>\n<li>\n<p>Communicate with clients throughout the day via email, phone, text, and video calls.<\/p>\n<\/li>\n<li>\n<p>Be readily available to support clients in real time, including while they are at the bank initiating wires or requesting account actions.<\/p>\n<\/li>\n<li>\n<p>Provide immediate guidance on wire instructions, funding confirmations, withdrawal processes, and portal access.<\/p>\n<\/li>\n<li>\n<p>Join live sales calls (often without advance notice) to introduce onboarding and begin the account setup process immediately upon client commitment.<\/p>\n<\/li>\n<li>\n<p>Conduct proactive client outreach, including check-ins to ensure client satisfaction and engagement.<\/p>\n<\/li>\n<li>\n<p>Contact clients to confirm attendance for firm events and ensure a strong client experience.<\/p>\n<\/li>\n<li>\n<p>Deliver a high-touch, patient, and professional experience \u2014 confidently guiding clients through questions and processes with clarity and positivity.<\/p>\n<\/li>\n<li>\n<p>Adhere to all company communication standards, SLAs, and established processes.<\/p>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<hr>\n<p>&nbsp;<\/p>\n<h4>Client Onboarding &amp; Account Activation<\/h4>\n<ul>\n<li>\n<p>Lead the onboarding process from initial introduction through account activation with each client.<\/p>\n<\/li>\n<li>\n<p>Guide clients in real-time through onboarding steps, documentation, and account setup.<\/p>\n<\/li>\n<li>\n<p>Collect and verify KYC documentation; coordinate directly with brokers for application processing and funding.<\/p>\n<\/li>\n<li>\n<p>Coordinate with the tech team to provision and troubleshoot client portal access during onboarding.<\/p>\n<\/li>\n<li>\n<p>Ensure a seamless transition from sales to active client with minimal friction or delay.<\/p>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<hr>\n<p>&nbsp;<\/p>\n<h4>Client Support, Follow-Up &amp; Retention<\/h4>\n<ul>\n<li>\n<p>Proactively follow up with clients on outstanding requests, documentation, account actions, and portal access needs.<\/p>\n<\/li>\n<li>\n<p>Track and follow up on deposit activity, including wires not yet received by the broker.<\/p>\n<\/li>\n<li>\n<p>Coordinate withdrawal requests, including submission, tracking, and ongoing follow-ups with brokers.<\/p>\n<\/li>\n<li>\n<p>Manage and fulfill broker document requests for active client accounts, ensuring timely collection and submission of required materials.<\/p>\n<\/li>\n<li>\n<p>Coordinate with the tech team to resolve client portal access issues and ensure a smooth user experience.<\/p>\n<\/li>\n<li>\n<p>Communicate clearly with clients regarding any additional documentation or system access needed to maintain or service their accounts.<\/p>\n<\/li>\n<li>\n<p>Conduct regular client check-ins to ensure satisfaction and identify any issues early.<\/p>\n<\/li>\n<li>\n<p>Ensure all client requests are completed accurately, efficiently, and with clear communication.<\/p>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<hr>\n<p>&nbsp;<\/p>\n<h4>Transaction Support &amp; Tracking<\/h4>\n<ul>\n<li>\n<p>Act as the central point of coordination for all client transaction activity.<\/p>\n<\/li>\n<li>\n<p>Track deposits, withdrawals, and account funding status from initiation through completion.<\/p>\n<\/li>\n<li>\n<p>Liaise with brokers and internal teams to ensure timely processing and issue resolution.<\/p>\n<\/li>\n<li>\n<p>Maintain clear visibility and communication with clients regarding transaction timelines and status.<\/p>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<hr>\n<p>&nbsp;<\/p>\n<h4>Client Communications &amp; Inbox Management<\/h4>\n<ul>\n<li>\n<p>Manage onboarding and client support inboxes as high-volume communication channels.<\/p>\n<\/li>\n<li>\n<p>Monitor, triage, and respond to incoming client and prospect inquiries in real time.<\/p>\n<\/li>\n<li>\n<p>Respond to introducer-related emails within the support inbox and coordinate with the Vice President as needed.<\/p>\n<\/li>\n<li>\n<p>Escalate urgent or complex issues to the Vice President or coordinate internally as needed.<\/p>\n<\/li>\n<li>\n<p>Maintain communication logs and ensure no client or introducer request goes unaddressed.<\/p>\n<\/li>\n<li>\n<p>Follow all company communication standards, SLAs, and response protocols.<\/p>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<hr>\n<p>&nbsp;<\/p>\n<h4>Broker &amp; Internal Coordination<\/h4>\n<ul>\n<li>\n<p>Work directly with partner brokers to coordinate account setup, deposits, withdrawals, and ongoing account maintenance.<\/p>\n<\/li>\n<li>\n<p>Track and manage broker requests, including documentation, updates, and compliance-related items for active clients.<\/p>\n<\/li>\n<li>\n<p>Collaborate with the Head of Client Relations on outreach, follow-ups, and overall client experience.<\/p>\n<\/li>\n<li>\n<p>Coordinate with the tech team on client portal access, permissions, and issue resolution.<\/p>\n<\/li>\n<li>\n<p>Coordinate with Sales and Trading teams to ensure alignment across the client lifecycle.<\/p>\n<\/li>\n<li>\n<p>Maintain organized records of all client interactions, transactions, and documentation.<\/p>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<hr>\n<p>&nbsp;<\/p>\n<h4>Executive &amp; Operational Support<\/h4>\n<ul>\n<li>\n<p>Support the Vice President with additional tasks, client-related initiatives, and operational needs as requested.<\/p>\n<\/li>\n<li>\n<p>Assist with tracking, reporting, and follow-ups tied to client activity and firm initiatives.<\/p>\n<\/li>\n<li>\n<p>Maintain accurate CRM records, onboarding data, and client documentation.<\/p>\n<\/li>\n<li>\n<p>Ensure all processes are compliant, documented, and audit-ready.<\/p>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<hr>\n<p>&nbsp;<\/p>\n<h3>Qualifications<\/h3>\n<ul>\n<li>\n<p>2\u20134 years of experience in a client-facing role (client services, onboarding, account management, or similar; financial services preferred).<\/p>\n<\/li>\n<li>\n<p>Strong communication skills with confidence speaking to clients across phone, video, and written channels.<\/p>\n<\/li>\n<li>\n<p>Comfortable being highly available and responsive throughout the day for real-time client needs.<\/p>\n<\/li>\n<li>\n<p>Naturally positive, patient, and client-focused with the ability to guide clients through questions with clarity and professionalism.<\/p>\n<\/li>\n<li>\n<p>Highly organized with strong attention to detail and follow-through.<\/p>\n<\/li>\n<li>\n<p>Ability to manage multiple conversations, requests, and priorities simultaneously.<\/p>\n<\/li>\n<li>\n<p>Proficiency in CRM systems, Google Workspace, and communication tools.<\/p>\n<\/li>\n<li>\n<p>Experience working cross-functionally with technical teams or supporting client-facing platforms is a plus.<\/p>\n<\/li>\n<li>\n<p>Professional demeanor with high integrity and discretion in handling client information.<\/p>\n<\/li>\n<li>\n<p>Internet and phone access required<\/p>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<hr>\n<p>&nbsp;<\/p>\n<h3>Position Details<\/h3>\n<ul>\n<li>\n<p>Hiring Location: Canada<\/p>\n<\/li>\n<li>\n<p>Type: Full Time Contractor<\/p>\n<\/li>\n<li>\n<p>Time Zone: Central Time (or comfortably work in Central)<\/p>\n<\/li>\n<li>\n<p>Travel: 2-3x per year<\/p>\n<\/li>\n<li>\n<p>Language: English (required) and French (preferred)<\/p>\n<\/li>\n<li>\n<p>Compensation: $65,000 USD + $150 USD per new onboarded and funded account<\/p>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><strong>To apply:<\/strong> <a href=\"https:\/\/weworkremotely.com\/remote-jobs\/vestige-client-relations-specialist-full-time-contractor\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/weworkremotely.com\/remote-jobs\/vestige-client-relations-specialist-full-time-contractor<\/a><\/p>\n<p>Customer Relationship Management, Technical Support, Customer Support, Phone Support, Email \/ Chat Support, Onboarding, and Customer Service<\/p>\n<p>&nbsp;<\/p>","protected":false},"author":100,"featured_media":0,"comment_status":"open","ping_status":"open","template":"","job_listing_type":[1174],"job_listing_category":[1727],"job_listing_location":[],"job_listing_tag":[],"class_list":["post-64945","job_listing","type-job_listing","status-publish","hentry","job_listing_type-remote","job_listing_category-customer-support"],"metas":{"_job_featured_image":"","_job_featured":"","_job_filled":"","_job_urgent":"","_job_category":{"1727":"Customer Support"},"_job_type":{"1174":"Remote"},"_job_tag":[],"_job_expiry_date":"","_job_gender":"","_job_apply_type":"external","_job_phone":"","_job_apply_url":"https:\/\/weworkremotely.com\/remote-jobs\/vestige-client-relations-specialist-full-time-contractor","_job_apply_email":"","_job_salary_type":"","_job_salary":"","_job_experience":"","_job_career_level":"","_job_qualification":"","_job_video_url":"","_job_photos":"","_job_application_deadline_date":"","_job_address":"","_job_location":[],"_job_map_location":{"address":"","latitude":"","longitude":""},"_job_logo":"https:\/\/hir1.com\/wp-content\/uploads\/wp-job-board-pro-uploads\/_employer_featured_image\/2026\/01\/Icon-Hir1-150x150.png","_job_employer_name":"HR","_job_employer_url":"https:\/\/hir1.com\/ar\/employer\/hr\/"},"cmb2":{"_job_careerjet_job_fields":{"_job_careerjet_detail_url":"","_job_careerjet_company_name":""}},"_links":{"self":[{"href":"https:\/\/hir1.com\/ar\/wp-json\/wp\/v2\/job_listing\/64945","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hir1.com\/ar\/wp-json\/wp\/v2\/job_listing"}],"about":[{"href":"https:\/\/hir1.com\/ar\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/hir1.com\/ar\/wp-json\/wp\/v2\/users\/100"}],"replies":[{"embeddable":true,"href":"https:\/\/hir1.com\/ar\/wp-json\/wp\/v2\/comments?post=64945"}],"wp:attachment":[{"href":"https:\/\/hir1.com\/ar\/wp-json\/wp\/v2\/media?parent=64945"}],"wp:term":[{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/hir1.com\/ar\/wp-json\/wp\/v2\/job_listing_type?post=64945"},{"taxonomy":"job_listing_category","embeddable":true,"href":"https:\/\/hir1.com\/ar\/wp-json\/wp\/v2\/job_listing_category?post=64945"},{"taxonomy":"job_listing_location","embeddable":true,"href":"https:\/\/hir1.com\/ar\/wp-json\/wp\/v2\/job_listing_location?post=64945"},{"taxonomy":"job_listing_tag","embeddable":true,"href":"https:\/\/hir1.com\/ar\/wp-json\/wp\/v2\/job_listing_tag?post=64945"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}