Hybrid Client Service Specialist - Financial Services
Orion Advisor Technology
Orion Advisor Technology is seeking a Service Team Specialist who will act as the first point of contact for clients and investment representatives. The role involves processing daily work, ensuring accuracy, and meeting business objectives. Candidates should have experience in the financial services industry, a degree in Business or Finance, and at least 1 year of customer service experience. This position offers a hybrid work environment and a competitive benefits package including health, dental, vision, and more. #J-18808-Ljbffr Orion Advisor Technology
- Group1001 is seeking a Customer Service Specialist in Zionsville, IN. You will participate in a 1... ...maintaining high standards and building client trust. The role emphasizes growth, team... ..., and a values-driven approach in a hybrid work setup with in-office days after training...SuggestedWork at office
$25k
...effective business leaders? Then BHG Financial is the place for you. In 200... ...as a leader in the financial services space. Founded on the... ...You Are You are a motivated Client Services professional who is... ...experience. As a Client Services Specialist, you excel at multitasking,...SuggestedWork experience placementMonday to FridayWeekend work- Sandvik Mining Rock Tools in Denver, CO is seeking a Customer Service Support and Sales Representative to deliver high-level service to... ...in MS Office and experience with ERP/CRM systems. This hybrid position involves in-office work in downtown Denver 3 days per...Suggested3 days per week
$57k - $66k
...ensure timely follow-through on key sales activities. This hybrid role is currently based in Elizabeth, NJ. Our company will relocate... ...customer inquiries from trade shows, websites, and customer service channels. Run sales reports, support basic sales analysis, and...SuggestedInternshipWork at officeLocal areaImmediate startRelocationFlexible hours$46.35k - $75.5k
## Financial Services Rep - Annuity OperationsApplylocations: Ohio - Grandview Heights, 1000 Yard... ...00 AM - 5:30 PM**### Work Arrangement* Hybrid work model: Required in-office days: +... ...in any form without a signed Nationwide Client Services Agreement on file and search engagement...SuggestedFull timeContract workTemporary workPart timeWork experience placementCasual workWork at officeMonday to Friday- Tuff Shed Inc. in Lancaster, TX is seeking a full-time Customer Service and Sales Representative at our call center. The role focuses... ...track leads, and collaborate with data entry to resolve orders. A hybrid schedule is available after training, with some evenings and...Full timeWeekend workAfternoon shift
$17 - $22.55 per hour
...Branch Banking-Client Consultant I-Float Location: Forest Hills, NY 11375 Branch Banking Client Consultant I-Float travels... ...provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional...Local area$15 - $17 per hour
CEI is seeking a Jr Accounting Associate in Pittsburgh on a hybrid schedule. The role supports the Sales Audit team with day-to-day admin tasks, data entry, and reconciliation of store sales activity to ensure accurate records and timely reporting. The position involves...Contract work$70k - $75k
## Client Service SpecialistApplyremote type: Partially Remotelocations: Santa Rosa, Californiatime... ...Wealth is seeking a Client Service Specialist to join our team! The Client Service... ...team members the flexibility to work a hybrid schedule. Our hybrid model is defined as...Work at officeRemote work2 days per week$16.5 - $21 per hour
Relationship Banker / Client Relationship Specialist - Ellisville, MO #3512 About this Role The Relationship... ...client relationships, identifying financial needs, recommending banking... ...supporting branch growth through proactive service and sales activities. This role...Hourly payFor contractorsWork at officeRemote workFlexible hours- ...a fast-paced environment. The role requires 5+ years in accounting/bookkeeping, strong Excel skills, and excellent communication. This in-office/hybrid position is based in Hoboken, NJ, with some remote work options after onboarding. #J-18808-Ljbffr Old Republic TitleWork at officeRemote work
$60k - $64k
...Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated... ...investments, and world-class service. We will do this by protecting and... ...to expect when you join our firm Hybrid working and reasonable accommodations...Flexible hours- ...to handle B2B inquiries via email and phone, ensuring client satisfaction and retention. You will report to the Operations... ...with internal teams to support product use and service delivery. You will work in a hybrid environment with formal training, and will need strong...
- ## Customer Service Specialist - Financial ServicesApplyremote type: Hybridlocations: Zionsville, Indianatime... ...and most important connection to our clients delivering accurate and empathetic... ...K match and generous paid time off.* Hybrid schedule 2-days in office after...Temporary workWork at officeImmediate start
$70k - $120k
...Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency... ...with confidence and innovation. Premier Client Service Specialist Office Location: Dallas, TX or Jersey City, NJ...Contract workWork at officeLocal area$50k - $75k
...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships... ...~ Flexible Hours ~ Team lunches ~ Opportunity for Hybrid/Remote once experienced ~ Growth potential/Opportunity for...Hourly payFor contractorsWork at officeRemote workFlexible hours- ...estate closings by inputting data, handling wires, payables, and receivables, and ensuring accuracy and compliance. The position offers hybrid work with in-office and remote duties and requires strong detail orientation and 5 years in accounting. The incumbent will liaise...Work at officeRemote work
$34.5k
...Sales and Service Banker Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven... ...and maintain strong relationships with clients to understand their financial needs and provide...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift- ...best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help... ...with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored...Immediate startFlexible hours
- The University of Utah is seeking a Human Resources Service Center Representative to provide HR support to employees via telephone and... ...including benefits elections and policy guidance. This role offers a hybrid work arrangement with a rotating schedule in Salt Lake City and...Remote work
- Description Client Support Specialist - Standard Commercial Lines Location: Ohio, Kentucky or Florida Employment Type: Full-Time, Hybrid, based in one of our locations Why Join Us? Build a rewarding... ...teamwork and exceptional client service. Take advantage of ongoing...Full timeTemporary workSummer workWork at office
- ...Customer Success team. This role involves operational tasks related to client success and requires strong organizational skills and project... ...and be proactive and self-motivated. This position offers a hybrid work environment and a competitive benefits package. #J-18808-Ljbffr...
$18.17 - $27.31 per hour
Job Title & Compensation Company Cox Automotive - USA Job Family Group Vehicle Operations Job Profile Fleet Client Services Specialist II Management Level Individual Contributor Flexible Work Option Can work remotely but need to live in the specified city, state, or region...Hourly payLive inRemote workVisa sponsorshipFlexible hoursShift work- ...executive assistant and operational support tasks, focusing on client onboarding and team organization. The ideal candidate will have... ...communication abilities. Benefits include competitive salaries, a remote/hybrid environment, and various healthcare options. #J-18808-Ljbffr...Remote work
$53k - $65k
...provider of loans and farm advisory services to farm, forest product,... ...and $29 million in annual financial services revenue from 18,000... ...relationships with both new and existing clients. The value drivers for this... ...or a related field We offer hybrid work options after two weeks...Full timeTemporary workPart timeLocal area- Lavine, Lofgren, Morris, & Engelberg, LLP. is seeking a Client Accounting Services staff member in La Jolla, CA. The role covers day-to-day accounting functions, journal entries, reconciliations, close processes, and reporting for internal and client needs. You will support...
- City of Seattle seeks a Customer Service Specialist (Complaint Investigator) for a 0.5 FTE, hybrid role. The position requires adapting on the job, handling inquiries and complaints, and delivering thoughtful, well-written responses under tight timelines in a City services...Flexible hours
- ## Commercial Client Specialist IApplylocations: Corpus Christi, TXtime type: Full timeposted... ...provides support to the company’s bankers by servicing, maintaining and updating loan... ...assigned banker to assist in collecting financial data and client phone/email communication...
$50k - $65k
...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships... ...~ Flexible Hours ~ Team lunches ~ Opportunity for Hybrid/Remote once experienced ~ Growth potential/Opportunity for...Hourly payFor contractorsWork at officeRemote workFlexible hours$18 - $20 per hour
...a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual... ...realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life...Hourly payFor contractorsWork at office
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