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Client Relations Specialist (Full Time Contractor) at Vestige. Location Information: Anywhere in the World. . . 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.