Remote Client Support Specialist - Wealth & Financial Services
Fidelity Investments
- 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
- 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
- ...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 workFor contractorsWork from homeFlexible hours
- 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
- ...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 workWork from home
- ...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 workWork at officeMonday to Friday3 days per week
$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- 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 timeWork at office
- 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...
- 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 workWork at officeMonday to Friday3 days per week
- ...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 workWork at officeMonday to Friday3 days per week
$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 workFull timeWorldwide$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 workPart time$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- ...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 workTemporary workWork at officeFlexible hours
$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 workFull time- 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 workWork at officeFlexible hours
$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 workTemporary workFlexible hours$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 workHourly payFlexible hours- 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
- ...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
$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 holidayFlexible hours- ...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 workPermanent employmentWork at office
- ...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 workWork from home
- ...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 workWork from homeFlexible hours
- 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
- ...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 workWork from home
- ...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 workWork from homeFlexible hours
- ...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 workWork from home
$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 PartnersWork at office- 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...
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!
- customer service representative csr Orlando, FL
- customer retention representative Orlando, FL
- service representative Orlando, FL
- client retention specialist Orlando, FL
- bilingual customer support specialist Orlando, FL
- customer service associate remote Orlando, FL
- international customer service representative Orlando, FL
- employee relations assistant Orlando, FL
- full time customer service representative work from home Orlando, FL
- customer service representative apply online Orlando, FL


