Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Remote Client Support Specialist - Wealth & Financial Services

Fidelity Investments

Orlando, FL
  • Remote job

Fidelity Investments is seeking a remote Client Support Specialist in the Greater Orlando Metro area. This role focuses on enhancing relationships with high-net-worth customers and requires Series 7 and 63 licenses. With 2-3 years in financial services, you will provide exceptional support through inbound calls, process trades, and help drive business development. The position offers a stable base salary and a competitive total rewards package to support a holistic work-life balance. #J-18808-Ljbffr Fidelity Investments

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Remote Client Support Specialist - Wealth & Financial Services in Orlando, FL vacancy
  • Wescom Financial is seeking a support professional to aid Financial and Wealth Advisors in Anaheim, California. The...  ..., communication with clients, and preparation of...  ...of relevant financial services experience. Essential...  ...position can be hybrid or remote based on location and... 
    Remote job

    Wescom Financial

    Anaheim, CA
    9 hours ago
  •  ...The Gainey Agency is hiring a remote Client Support Agent in Baltimore, Maryland. This independent contractor role offers flexible, work-from-home opportunities within the financial services sector. Responsibilities include connecting with clients about financial protection... 
    Remote work
    For contractors
    Work from home
    Flexible hours

    The Gainey Agency

    Baltimore, MD
    3 days ago
  • Russell Tobin is hiring a Customer Support Representative in Columbus, OH. The role entails...  ...accounts while providing exceptional service. Candidates should possess strong communication...  ...or relevant experience. After a fully remote training period of 4-5 weeks, the position... 
    Remote work

    Russell Tobin

    Columbus, OH
    9 hours ago
  •  ...Houston, is a Texas-based financial services company dedicated to helping...  ...Cornerstone Insurance. Supported by 1,600 team members, Cornerstone...  ...a Treasury Services Client Support Specialist to join our team! The...  ...ACH, wires, Positive Pay, remote deposit capture, account transfers... 
    Remote work
    Work from home

    Cornerstone Capital Bank

    Plano, TX
    3 days ago
  •  ...New Client Investment Specialist At J.P. Morgan Wealth Management, we have an enthusiasm for helping...  ...extraordinary customer service while maintaining a...  ...Solid understanding of financial markets and can effectively...  ...days a week and work remote two days. Department... 
    Remote work
    Work at office
    Monday to Friday
    3 days per week

    Chase

    Plano, TX
    9 hours ago
  • $110k - $120k

    A leading financial advisory firm is seeking an Associate Wealth Advisor in Portland, Oregon. This role involves developing financial plans...  ..., Series 65, and 2+ years of financial service experience. The position allows for remote work but requires travel. Compensation includes... 
    Remote job

    Focus Financial Partners

    Portland, OR
    4 days ago
  • A financial services firm is seeking a Client Associate to provide support to Advisors in Birmingham, Alabama. The ideal candidate will deliver exceptional service, prepare client materials, and maintain client information. Required qualifications include proficiency in... 
    Full time
    Work at office

    StoneX Group

    Birmingham, AL
    4 days ago
  • A global financial services firm in California seeks a Registered Client Service Associate to provide exceptional service supporting Financial Advisors and their client relationships. Ideal candidates will have a strong client-first mindset, excellent interpersonal skills... 

    PowerToFly

    Palo Alto, CA
    9 hours ago
  • At J.P. Morgan Wealth Management, we...  ...for helping our clients, building relationships...  ...customer service while...  ...Client Investment Specialist in J.P. Morgan...  ...understanding of financial markets and can...  ...week and work remote two days. Department...  ...mental health support, financial coaching... 
    Remote work
    Work at office
    Monday to Friday
    3 days per week

    JPMorgan Chase

    Tempe, AZ
    9 hours ago
  •  ...At J.P. Morgan Wealth Management, we...  ...for helping our clients, building relationships...  ...customer service while...  ...Client Investment Specialist in J.P. Morgan...  ...understanding of financial markets and can...  ...week and work remote two days. Department...  ...mental health support, financial coaching... 
    Remote work
    Work at office
    Monday to Friday
    3 days per week

    JPMorganChase

    Tempe, AZ
    3 days ago
  • $40k - $50k

    Job Family Transactions / Client Processing About Us At Transamerica...  ..., we were among the first financial services companies in America to...  ...fixed annuities. These are supported by Transamerica Corporate, which...  ...(in-office, hybrid, remote) and operational needs. Salary... 
    Remote work
    Full time
    Worldwide

    Transamerica

    Denver, CO
    1 day ago
  • $21 per hour

     ...Equivity, Inc. is looking for a Remote Legal Billing Assistant to support billing and client communications for a law firm. This part-time role requires managing invoices and coordinating with attorneys, utilizing Clio Manage. Key qualifications include experience in... 
    Remote work
    Part time

    Equivity

    Charlotte, NC
    9 hours ago
  • $47k - $67k

     ...A leading financial services firm is seeking a Market Support Representative to support brokers and clients by establishing strong relationships and ensuring timely service delivery...  ...Microsoft Excel. The position offers a remote work schedule with core hours of 8:30 AM... 
    Remote work

    Equitable Advisors LLC

    New York, NY
    3 days ago
  •  ...Account Support Specialist, Institutional Wealth.com is the industry's leading estate planning...  ...guidance to their clients. As the only tech-led, end...  ...built specifically for financial institutions, Wealth.com...  ...of experience in client services, administrative operations... 
    Remote work
    Temporary work
    Work at office
    Flexible hours

    Wealth LLC

    United States
    3 days ago
  • $96.96k - $145.44k

    Citi Personal Wealth Management (CPWM) provides investment services to clients with brokerage accounts in all...  ...a Investment Account Support Specialist SAFE Act within Citi...  ...clients- High touch, remote , consistent...  ...Anticipate the complex financial needs of the client and... 
    Remote work
    Full time

    Citi

    Jacksonville, FL
    2 days ago
  • A financial services firm is seeking a Client Service Specialist in New York. The role involves delivering exceptional service to clients, resolving requests, and...  ...model, requiring 3 days in the office and 2 days remote, promoting a flexible collaborative environment. #J... 
    Remote work
    Work at office
    Flexible hours

    Focus Partners

    New York, NY
    2 days ago
  • $90k - $157.5k

     ...Production Technical Support Specialist (PPTSS) supports...  ...defining new client requirements, configuring...  ...gained in the financial industry working...  ...River web services API, ETL tool usage...  ...institutional investment, wealth management and...  ...effectively when remote from clients.... 
    Remote work
    Temporary work
    Flexible hours

    State Street Corporation

    Burlington, MA
    4 days ago
  • $15.25 - $16 per hour

     ...A healthcare service provider is seeking a Client Customer Service Support Representative to manage calls and address concerns in a remote environment. The ideal candidate should have a high school diploma and experience in customer service. This position offers flexible... 
    Remote work
    Hourly pay
    Flexible hours

    LabCorp

    Burlington, NC
    2 days ago
  • Client Support Specialist (Wealth Management) Location - On-Site, Hybrid Schedule [Omaha, NE or Indianapolis...  ...closely with advisors, client service teams, and internal stakeholders to...  ...core technology stack including CRM, financial planning, specialized planning, client... 
    Work at office

    Sanctuary Wealth Group, LLC

    Omaha, NE
    4 days ago
  •  ...of America is seeking a dedicated individual for the Merrill Wealth Management role in Portland, Oregon. This job focuses on providing exceptional client service to multiple Financial Advisors while supporting the bank's strategic objectives. The ideal candidate will be... 
    Work at office

    Bank of America

    Portland, OR
    1 day ago
  • $59k - $75k

    Treasury Management Client Support Specialist Join to apply for the Treasury Management Client Support...  .... Salem Five is a growing regional financial services organization with a rich history of...  ..., an Insurance division, a Wealth Management & Trust organization and... 
    Summer holiday
    Flexible hours

    Salem Five Bank

    Salem, MA
    3 days ago
  •  ...provide an elite level of service to clients, the Practice Support Specialist (PSS) role is the...  ...organizational prowess and financial services expertise directly...  ...The Team At Vista Wealth Solutions , you will join...  ...with the flexibility of remote work. Professional Growth... 
    Remote work
    Permanent employment
    Work at office

    Vista Wealth Solutions

    Allentown, PA
    18 days ago
  •  ...A remote service company is seeking a dedicated Customer Service Representative to assist clients by providing guidance and support through a structured service model. In this fully remote role, you will respond to customer inquiries, assist with scheduling, and ensure... 
    Remote work
    Work from home

    Traveling with Michaila

    Atlanta, GA
    9 hours ago
  •  ...A nationwide supplemental benefits provider is seeking Remote Client Support Specialists to assist clients with their needs while working from home. This role offers structured development and opportunities for advancement within a supportive team. Ideal candidates are... 
    Remote work
    Work from home
    Flexible hours

    AO Globe Life

    Columbus, OH
    9 hours ago
  • A financial services firm is seeking a motivated Client Service Associate to provide administrative support to Financial Advisors and maintain client relations. The candidate should possess...  ...clients and supporting the Financial Advisors effectively. #J-18808-Ljbffr BBF Wealth

    BBF Wealth

    Atlanta, GA
    2 days ago
  •  ...Client Support Specialist – Work From Home We’re searching for a proactive, customer-oriented individual...  ...You Succeed Experience in customer service, sales, or a similar field is useful Ability...  ...Company travel incentives Fully remote work environment If you’re interested... 
    Remote work
    Work from home

    American Income LifeInsurance Co

    United States
    3 days ago
  •  ...We are seeking a Remote Travel Customer Representative to support travelers before, during, and after their trips. In...  ...work-from-home role, you will assist clients with travel-related questions,...  ...verbal communication skills Customer service experience (travel, hospitality,... 
    Remote work
    Work from home
    Flexible hours

    Cselitegetaways

    Albany, NY
    9 hours ago
  •  ...benefit options Offer clear guidance and walk clients through available programs Keep informed about product updates and evolving service offerings Review coverage choices with...  ...potential Company-sponsored travel rewards Fully remote work setup If you’re searching for a... 
    Remote work
    Work from home

    American Income LifeInsurance Co

    New York, NY
    3 days ago
  • $50k - $65k

    A financial services firm based in Irvine, CA, is seeking a Client Services & Account Support Specialist to manage client onboarding and ongoing support with a focus on detail and compliance...  ...salary ranging from $50,000 to $65,000. #J-18808-Ljbffr Atikan Wealth Partners
    Work at office

    Atikan Wealth Partners

    Irvine, CA
    9 hours ago
  • A wealth management firm in Austin is looking for a Client Service Associate to deliver exceptional service to clients. This role involves client onboarding, coordinating...  ...insurance carriers, and providing operational support. Ideal candidates should have at least 2 years in... 

    Austinwealthmgmt

    Austin, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Remote Client Support Specialist - Wealth & Financial Services. Be the first to apply!