Investment Operations Client Support Specialist - Remote
Cain Watters & Associates
Frisco, TX
- Remote job
Cain Watters & Associates is seeking an Investment Operations Client Support Specialist to provide onsite support for opening and maintaining client investment accounts. You will coordinate with custodians, providers and planning teams while ensuring confidentiality and accurate service requests. Ideal candidates bring 2+ years of investment experience, familiarity with investment concepts, and strong written and verbal communication skills to serve ultra-high-net-worth clients and perform #J-18808-Ljbffr Cain Watters & Associates
Vacancy posted 23 hours ago
Similar jobs that could be interesting for youBased on the Investment Operations Client Support Specialist - Remote in Frisco, TX vacancy
$65k - $80k
Summary/Objective Reporting to the Investment Operations Manager, the Investment Operations Client Support Specialist is responsible for onsite support related to coordinating... .... to 5:00 p.m. Some flexibility in hours and remote work is allowed based on management’s...Remote workOperationsFull timeTemporary workWork at officeImmediate startMonday to Friday- ...Globe Life AIL - Lisa Russel is offering a work-from-home opportunity for the role of Remote Client Support Manager. Candidates will manage client support operations, ensuring inquiries are resolved efficiently and accurately, all within a flexible and supportive team...Remote workOperationsWork from homeFlexible hours
Globe Life AIL - Lisa Russel
Cape Coral, FL2 days ago - ...LC GROUP is seeking a detail-oriented Remote Client Services Assistant to aid in client coordination and processing support tasks. This role is essential in maintaining efficient daily operations and ensuring excellent service delivery to clients. The ideal candidate...Remote workOperations
LC GROUP
United States4 days ago $27 per hour
...MaziCTools is hiring a Client Support Specialist for a full-time remote position with a compensation of $27 per hour. The role involves providing assistance... ...relationships with customers while ensuring smooth operations at various locations. Successful candidates should...Remote workOperationsHourly payFull timeMaziCTools
New York, NY1 day ago- ...Job Description Position Summary: The Client Services Support Specialist plays a critical internal role in... ...to adapt easily in rapidly growing operations. Experience in direct marketing, print... ...position is an on‑site role with no remote or work‑from‑home opportunities. This...Remote workOperationsWork at officeWork from home
Jetson Marketing
Kutztown, PA3 days ago - ...B2B Support Specialist (Workplace Support Agent) Clipboard Health is looking... ...our most valuable business clients, our workplace customers.... ...customer experiences and internal operations. Work cross‑functionally... ...Clipboard Health? ~100% Remote – Always. Work from anywhere...Remote workOperationsLocal areaAll shiftsShift workWeekend work
Breakout Tools
Los Angeles, CA4 days ago - ...time off Location Joplin, MO (Hybrid/Remote) Schedule Monday–Friday, 8:00 AM–5:00... ...disability benefits they deserve. As a Client Support Specialist, you will be the first point of... ...service, phone‑based sales, call center operations, administrative support, or a related...Remote workOperationsFull timeWork at officeWork from homeMonday to FridayFlexible hours
Parmele Disability Advocates
Joplin, MO4 days ago $18 - $19 per hour
...Job Description Client Support Specialist Contract to Hire: Bee... ...The position is Onsite ( No Remote Work/Work from Home ).... ...colleagues with service and operational-related activities, such as... ...Financial Advisor Investment Advisor Client Liaison...Remote workOperationsBi-weekly payHourly payContract workTemporary workWork from homeMonday to FridayCollabera Technologies
Bee Cave, TX3 days ago- AmazingCo is looking for a dedicated Remote Support Services Specialist to support customers, partners, and internal operations from a home office. You will handle client inquiries and coordinate service requests to ensure a seamless experience for residents and property...Remote jobOperationsHome officeFlexible hours
- ...Client Support Specialist The National Resident Matching Program (NRMP) is a private, not-for-profit... ...with management and the Match operations team. Respond to communication (calls... ...Specifications: This position is primarily remote and sedentary. There may be...Remote workOperationsNight shift
National Resident Matching Program
Washington DC2 days ago $17.09 - $26 per hour
...Hoa Client Support Specialist The HOA Client Support Specialist is responsible for providing a full... ...but not limited to Business Online, Remote Deposit Capture, ATM Debit Card... ...avoid substantial risk to our business operations and licensing. #LI-Onsite Equal...Remote workOperations$20 - $26.25 per hour
...Client Support Specialist The Client Support Specialist is responsible for delivering a consistently... ...customer experiences and recommend operational improvements where opportunity exists... ...(including ACH, Wire, Positive Pay, Remote Deposit Capture, and Cash Vault); or...Remote workOperationsHourly payWork experience placement- C.A. Carlin is seeking a Business Support Specialist in Schaumburg, Illinois to enable revenue growth by assisting the sales team with operational activities and client support. Responsibilities include managing sales data, processing orders, and ensuring client needs...Remote jobOperationsWork from home
- ...Trip Support Specialist Alerion is looking for a Trip Support Specialist... ...responsible for anticipating client needs, coordinating complex... ...will requires a combination of remote and on-site work from our... ...Closely collaborate with operations teams to safely execute each...Remote workOperationsPart timeWork at officeImmediate startShift workNight shift
- ...Position Job Title Treasury Management Client Support Specialist II Job Description SUMMARY This... ...Treasury Management (TM) service and operational support to business customers by performing... ...including ACH, wires, Positive Pay, remote deposit capture, online banking...Remote workOperationsWork experience placementWork at office
$18.74 - $33.02 per hour
## Cash Management Client Support & Training SpecialistApplylocations:... ...Management Client Support & Training Specialist**Location**New York, NY 1001... ..., Bill Pay, Positive Pay, Remote Deposit Capture, Monogram... ...* Knowledge of banking operations, client onboarding procedures...Remote workOperationsWork at officeLocal area- Equity Trust Company in Westlake is seeking a Client Service Operations Specialist to support operational excellence by processing transactions and ensuring timely service delivery. The ideal candidate will handle client requests following established procedures, contributing...Remote jobOperations
- ...Sales Support Specialist 100% in office. What you will do: Work onsite at... ...profitability of account base. Assist Client Relationship Team with deal... ...and implement specific operations practices. Develop continual... ...independently and/or remotely. Ability to problem‑solve and...Remote workOperationsLocal area
Flex Technology Group
Arizona City, AZ2 days ago - Cain Watters & Associates, LLC is seeking an Investment Operations Client Support Specialist. This role is responsible for coordinating and maintaining investment account openings and service requests while ensuring client confidentiality. The ideal candidate has a college...OperationsFull timeWork at office
$60k
...representatives. The Field Support Analyst 5 works with... ...26 and 65/66 required. Remote position. Salary: $60K... ...helpful relationship with client as a means of... ...securities customer service operations. Remains current on all... ...programs and initiatives, we invest in each employee,...Remote workOperationsTraineeshipLocal areaFlexible hours$22.5 - $30 per hour
...and enabling the communities we support to grow and succeed. We believe it... ...Description Provides processing, operational, and administrative support to Investment Relationship Managers of U.S. Bancorp... ...colleagues, stakeholders, and clients. Demonstrate adaptability and...OperationsTemporary workLocal area- ## Client Service Operations Specialist - Investment LiaisonApplylocations: Westlaketime type: Full timeposted on: Posted... ...Service Operations Specialist supports operational excellence by processing... ...a corporate office setting or a remote/home office environment, and routinely...Remote workOperationsWork at officeHome office
- ...Account Specialist I Inspected is a fast-growing, tech-enabled platform revolutionizing remote inspections and permitting for the construction... ...on Inspected's Customer Operations team. This position is designed... ...industry, build strong client service habits, and grow into...Remote workOperationsPart timeFor contractorsInternship
$83.3k - $138.9k
Account Management Support Specialist - Medically Integrated Dispensing (MID) This role plays a... ...ensure high‑quality service delivery, operational execution, and issue resolution across... ...Conditions Predominantly computer‑based, remote‑eligible role. Regular collaboration...Remote workOperationsWork at office2 days per week$83.3k - $138.9k
...hear from you. The Account Management Support Specialist plays a critical internal support role... ...ensure high‑quality service delivery, operational execution, and issue resolution across... ...Predominantly computer‑based, remote‑eligible role. Regular collaboration...Remote workOperationsWork at office2 days per week- ...AM - 5:00 PM Springfield, MO | Hybrid/Remote Position | This position begins with required... ...Security benefits they deserve. The Client Support Representative position is the heart of... ...benefits. What started as a two-person operation has grown into a team of 150...Remote workOperationsFull timeWork at officeWork from homeMonday to FridayFlexible hours
Parmele Disability Advocates
Lebanon, MO5 days ago $50k - $65k
...Reservations & Guest Support Specialist – Remote Location: Remote (United States) About Us:... ...focused services company that supports clients with reservations, scheduling, and guest... ...internal team members to support daily operations Qualifications & Skills: Strong...Remote workOperationsFlexible hoursCareers In Travel | Destination Planners
Houston, TX1 day ago- ...full-time Electronic Health Record (EHR) Support Specialist. This position is responsible for... ...Center environment. It ensures smooth operation of the Electronic health record system.... ...eClinicalWorks) as appropriate. - Provides remote technical support to all departments...Remote workOperationsFull timeWork at officeLocal areaMonday to FridayNight shiftWeekend workDay shiftAfternoon shift
Connecticut Institute for Communities, Inc.
Connecticut8 hours ago - ...We are seeking a Remote Travel Customer Representative to support travelers before, during, and after their trips. In this 100% work-from-home role, you will assist clients with travel-related questions, provide trip support, and ensure a smooth, stress-free experience...Remote workWork from homeFlexible hours
Cselitegetaways
Rochester, NY4 days ago - ...Overview The Client Support Representative serves as the first point of contact for clients,... ...teams to ensure timely resolution Sales & Operational Support Process and route incoming... ...Assist with automated supply programs and remote monitoring accounts Performance & Service...Remote workOperationsWork at office
Konica Minolta Business Solutions
South Burlington, VT5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Operations Client Support Specialist - Remote. Be the first to apply!
Related searches
- operations associate Frisco, TX
- operations consultant Frisco, TX
- it operations coordinator Frisco, TX
- operations specialist Frisco, TX
- people operations specialist Frisco, TX
- bank operations specialist Frisco, TX
- aviation operations specialist Frisco, TX
- flight operations specialist Frisco, TX
- manufacturing operations consultant Frisco, TX
- trading operations specialist Frisco, TX