Vestige: Client Relations Specialist (Full Time Contractor)

Headquarters: BVI URL: https://vestigeholdingsgroup.com/ 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. --- Key Responsibilities

Client Engagement & Communication

- Serve as a primary, front-line point of contact for both prospective and active clients.

- - Communicate with clients throughout the day via email, phone, text, and video calls.

- - Be readily available to support clients in real time, including while they are at the bank initiating wires or requesting account actions.

- - Provide immediate guidance on wire instructions, funding confirmations, withdrawal processes, and portal access.

- - Join live sales calls (often without advance notice) to introduce onboarding and begin the account setup process immediately upon client commitment.

- - Conduct proactive client outreach, including check-ins to ensure client satisfaction and engagement.

- - Contact clients to confirm attendance for firm events and ensure a strong client experience.

- - Deliver a high-touch, patient, and professional experience — confidently guiding clients through questions and processes with clarity and positivity.

- - Adhere to all company communication standards, SLAs, and established processes.

- --- Client Onboarding & Account Activation

- Lead the onboarding process from initial introduction through account activation with each client.

- - Guide clients in real-time through onboarding steps, documentation, and account setup.

- - Collect and verify KYC documentation; coordinate directly with brokers for application processing and funding.

- - Coordinate with the tech team to provision and troubleshoot client portal access during onboarding.

- - Ensure a seamless transition from sales to active client with minimal friction or delay.

- --- Client Support, Follow-Up & Retention

- Proactively follow up with clients on outstanding requests, documentation, account actions, and portal access needs.

- - Track and follow up on deposit activity, including wires not yet received by the broker.

- - Coordinate withdrawal requests, including submission, tracking, and ongoing follow-ups with brokers.

- - Manage and fulfill broker document requests for active client accounts, ensuring timely collection and submission of required materials.

- - Coordinate with the tech team to resolve client portal access issues and ensure a smooth user experience.

- - Communicate clearly with clients regarding any additional documentation or system access needed to maintain or service their accounts.

- - Conduct regular client check-ins to ensure satisfaction and identify any issues early.

- - Ensure all client requests are completed accurately, efficiently, and with clear communication.

- --- Transaction Support & Tracking

- Act as the central point of coordination for all client transaction activity.

- - Track deposits, withdrawals, and account funding status from initiation through completion.

- - Liaise with brokers and internal teams to ensure timely processing and issue resolution.

- - Maintain clear visibility and communication with clients regarding transaction timelines and status.

- --- Client Communications & Inbox Management

- Manage onboarding and client support inboxes as high-volume communication channels.

- - Monitor, triage, and respond to incoming client and prospect inquiries in real time.

- - Respond to introducer-related emails within the support inbox and coordinate with the Vice President as needed.

- - Escalate urgent or complex issues to the Vice President or coordinate internally as needed.

- - Maintain communication logs and ensure no client or introducer request goes unaddressed.

- - Follow all company communication standards, SLAs, and response protocols.

- --- Broker & Internal Coordination

- Work directly with partner brokers to coordinate account setup, deposits, withdrawals, and ongoing account maintenance.

- - Track and manage broker requests, including documentation, updates, and compliance-related items for active clients.

- - Collaborate with the Head of Client Relations on outreach, follow-ups, and overall client experience.

- - Coordinate with the tech team on client portal access, permissions, and issue resolution.

- - Coordinate with Sales and Trading teams to ensure alignment across the client lifecycle.

- - Maintain organized records of all client interactions, transactions, and documentation.

- --- Executive & Operational Support

- Support the Vice President with additional tasks, client-related initiatives, and operational needs as requested.

- - Assist with tracking, reporting, and follow-ups tied to client activity and firm initiatives.

- - Maintain accurate CRM records, onboarding data, and client documentation.

- - Ensure all processes are compliant, documented, and audit-ready.

- --- Qualifications

- 2–4 years of experience in a client-facing role (client services, onboarding, account management, or similar; financial services preferred).

- - Strong communication skills with confidence speaking to clients across phone, video, and written channels.

- - Comfortable being highly available and responsive throughout the day for real-time client needs.

- - Naturally positive, patient, and client-focused with the ability to guide clients through questions with clarity and professionalism.

- - Highly organized with strong attention to detail and follow-through.

- - Ability to manage multiple conversations, requests, and priorities simultaneously.

- - Proficiency in CRM systems, Google Workspace, and communication tools.

- - Experience working cross-functionally with technical teams or supporting client-facing platforms is a plus.

- - Professional demeanor with high integrity and discretion in handling client information.

- - Internet and phone access required

- --- Position Details

- Hiring Location: Canada

- - Type: Full Time Contractor

- - Time Zone: Central Time (or comfortably work in Central)

- - Travel: 2-3x per year

- - Language: English (required) and French (preferred)

- - Compensation: $65,000 USD + $150 USD per new onboarded and funded account

- To apply: https://weworkremotely.com/remote-jobs/vestige-client-relations-specialist-full-time-contractor