Assist World
Investment Operations & Client Service Specialist
- Compensation
- $900–$1.1K / mo
- Location
- South Africa, ZA
- Arrangement
- Remote
- Posted
- 24 August 2026 (about a month ago)
Checked about a month agoApplications go to the employer, never to RoleSprint
About this role
What We're Looking For The successful candidate will be someone who:
● Has experience in investment operations, wealth management, financial services, RIA operations, client servicing, or a similar environment ● Has experience working with investment accounts, custodians, or financial administration ● Is highly detail-oriented and takes pride in the quality of their work ● Can work quickly without sacrificing accuracy ● Has excellent written and verbal communication skills ● Is confident identifying missing information and following up with the relevant person ● Is comfortable communicating with external organisations and custodian support teams ● Can follow established processes while also recognising opportunities to improve them ● Is proactive and willing to speak up when there is a problem ● Works well independently while remaining a strong team player
Experience With: Experience with any of the following would be highly advantageous: ● Charles Schwab ● Fidelity ● Raymond James ● Black Diamond ● Orion ● RIA or wealth management platforms ● Investment account administration ● Client account opening and maintenance
Locations
- ZA
- Philippines, ZA
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About this listing
Published on Lever under the board identifier Assist World, which is the name the employer’s own job board carries. RoleSprint has not verified the company’s registered or trading name, so it is shown exactly as published rather than tidied up.
RoleSprint is not the employer and not a recruiter. Applications are made on the employer’s own site and never reach us; what RoleSprint does is help you decide whether a role is worth your time and prepare for it if it is.
Published 24 August 2026, last checked about a month ago. A posting stops being advertised here 90 days after the employer published it, and one the employer takes down is marked closed rather than quietly removed.