Wealth Client Support Specialist
Remote Jobs
Remote Jobs is looking for a Client Support Specialist to enhance relationships with high net worth clients. This role requires strong customer service skills and 2-3 years of financial services experience. The ideal candidate should possess Series 7 and Series 63 certifications and be capable of engaging with clients through inbound calls, responding to their inquiries promptly. Join a dynamic team dedicated to customer satisfaction and business growth! #J-18808-Ljbffr Remote Jobs
- JPMorgan Chase is seeking a Private Client Investment Associate to support Wealth Management Advisors in New Jersey. This position involves providing client service, operational marketing, and administrative support, ensuring optimal client satisfaction and compliance with...Suggested
- Remote Jobs is seeking a Client Support Specialist to enhance relationships with high net worth clients. In this role, you'll be part of a team focused on driving business development and customer loyalty. The ideal candidate will have Series 7 certification, customer service...SuggestedRemote work
- Remote Jobs is seeking a licensed Client Support Specialist to enhance relationships with high-net-worth clients. This remote position requires candidates to live near the Greater Charlotte Metro area for occasional in-person collaboration. The ideal candidate will have...SuggestedRemote job
- Remote Jobs is seeking a Client Support Specialist. You will enhance relationships with high net worth clients through exceptional customer service and problem resolution. The role requires a Series 7 certification and knowledge of financial planning. Ideal candidates should...SuggestedRemote work
- ...CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net-worth... ...a close-knit, collaborative team. We support each other and welcome new ideas, while... ...we’d love to connect! Client Support Specialist We are looking for a detail-oriented,...SuggestedPermanent employment
$80k - $100k
...big role in how we treat each other, our clients, and our communities. We believe that the... ...expectations. The Dealmakers and Wealth Implementation and Professional Services... ...professional with expertise in implementation and support to join our newly constructed and...Work experience placementWorldwideFlexible hours$80k - $100k
Job Overview The Dealmakers and Wealth Implementation and Professional Services team is seeking... ...with expertise in implementation and support to join a newly constructed and... ...closely with Data Solutions teams to support clients using Deep Sector and Industry‑specific Fundamentals...Flexible hours- ...Crump Life Insurance Svcs Inc is looking for an experienced professional to provide high-touch support to Wealth Advisors in Georgia, interfacing directly with high-net-worth clients. You will manage workflows and act as the main point of contact for client requests. The...
- ...A financial solutions provider is seeking a Client Application Support Specialist to manage and resolve issues with proprietary software impacting clients. You will be responsible for troubleshooting technical problems, supporting implementations, and maintaining effective...
- ...A well-established Appraisal Management Company is seeking a Client Support Specialist to provide support to clients and appraisers. This full-time remote position requires prior AMC experience and strong communication skills. The successful candidate will manage client...Full timeRemote work
- ...arch.co is seeking a Client Support Specialist to act as a key liaison between users and our product, ensuring a seamless client experience. In this role, you'll respond to inquiries, solve user issues, and collaborate with teams to improve user satisfaction. Ideal candidates...Work at office
- ...individuals who are technical, creative, client-focused, and most importantly willing to... ...on the expertise of our SMI team to support and develop the very best systems and product... ...Accounting Principles). Client Support Specialist should be able to apply this knowledge...Daily paidWork at office
- ...MaziCTools is looking for independent Client Support Delegates to provide exceptional customer care to Fortune 500 companies from the comfort of your home in the United States. This role allows you to manage your own schedule while delivering tailored support. The ideal...FreelanceRemote work
- ...TradeJobsWorkforce in Kentucky is seeking a Customer Support Specialist to provide exceptional service and support to customers. Responsibilities include responding to inquiries, assisting with product searches, and managing customer interactions. The ideal candidate...
- ...software firm in the United States is seeking a Customer Support Associate to ensure client satisfaction and provide exceptional service. You'll... ...manage inquiries, troubleshoot issues, and collaborate with specialists while maintaining comprehensive knowledge of products....Remote work
- American Income Life Insurance Company is seeking a committed professional to join their expanding benefits team. This role involves communicating with members about their benefit options, offering guidance on available programs, and staying updated on product offerings...Remote work
$50.34k - $103.48k
A financial services company located in New York seeks an Investment Support Specialist to provide essential support to clients and advisors, managing daily investment portfolios for Wealth Management. The candidate should have 3-5 years of relevant experience and a strong...$18 per hour
...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Client Support Specialist Full Time CURA Secaucus Residential, Secaucus, NJ, US 5 days ago Requisition ID: 1018 Salary Range: $18.00 To $18.01 Hourly...Hourly payFull time- ...Luxury Presence is looking for a Remote Client Support Representative to enhance the experience of top real estate professionals. You will be responsible for providing exceptional support via live chat, phone, and email, while assisting clients with their online presence...Remote work
- ...term career. Position Highlights Communicate with members to help them understand their benefit options Offer clear guidance and walk clients through available programs Keep informed about product updates and evolving service offerings Review coverage choices with members...Remote workWork from home
- ...are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and... ...are looking to hire in all departments as we scale. Client Support Specialist As a Client Support Specialist , you will be a key liaison between...Full timeWork at officeRelocation
$40k - $50k
...Client Support Specialist Location: Remote • Type: Full-time Pay Range $40,000.00/yr - $50,000.00/yr Job Overview We are working with a well-established and growing Appraisal Management Company looking for a Client Support Specialist with prior AMC experience to support...Full timeRemote work$26 per hour
...Serv Recruitment Agency is seeking a Client Support Specialist on behalf of a fast-growing trading firm in the financial education space. This remote position involves managing client inquiries via live chat and email while troubleshooting trading questions and account...Hourly payFull timeRemote workMonday to Friday- ...Ministry Brands is hiring a Client Support Specialist, Background Screening in Tulsa, OK or Tampa, FL. This hybrid role requires providing user support to enhance customer experience through timely inquiries and resolutions. You will collaborate with teammates, address...Flexible hours
- ...The Oneil Search Group is seeking an Executive & Client Support professional in New York, NY. This role involves monitoring communications, managing scheduling and travel arrangements, and handling client gifting initiatives. The ideal candidate will demonstrate strong...Work at office
- Almaaventurera is seeking a Remote Client Support Representative - Travel to assist clients throughout their travel journey. This fully remote role involves supporting clients via email and phone, responding to inquiries, assisting with itinerary changes, and providing...Remote work
- ...A to Z Media is seeking a Sales Support Administrator in New York City. This role focuses on supporting the Sales Team and building strong customer relationships to enhance sales. Ideal candidates should thrive in energetic environments and manage internal and external...
$80k - $100k
...Neuberger Berman in New York is looking for a client services professional to support high-net-worth clients by handling inquiries and processing trades. The role involves administrative support and the execution of account maintenance tasks. The ideal candidate will have...Work at office$100k - $120k
...$100K – $120K • Offers Equity Title : Account Support Specialist, Institutional Location : Hybrid, NYC About Us Wealth.com is the industry’s leading estate planning platform... ...delivery of estate planning guidance to their clients. As the only tech‑led, end‑to‑end platform...Full timeTemporary workWork at officeFlexible hours$44k - $80k
...Client Support Specialist We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tri-State area! While you will work from home, you must reside near the Greater Tri-State area as occasional in-person participation with your peers...Remote jobWork from home
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