Remote Client Support Specialist - Financial Services
Soteria Reinsurance Ltd.
Soteria Reinsurance Ltd. is looking for a Client Support Specialist to serve high net worth clients in the Greater Portland, OR area. The role involves enhancing customer loyalty and driving business development opportunities through effective communication and problem resolution. Candidates must have a Series 7 license, strong customer service skills, and experience in financial services. Duties include managing client inquiries and collaborating with business partners. This position is offered as a remote opportunity within the specified area. #J-18808-Ljbffr
- ...A financial services company in the Greater Indianapolis area is seeking a Client Support Specialist to enhance relationships with high net worth clients. The ideal candidate will... ...product guidance. This role is primarily remote, with hybrid requirements for certain associates...Remote work
- ...A financial services firm seeks a Customer Service Representative to provide support to clients regarding their financial decisions. This fully remote position requires strong communication skills, effective time management, and professionalism. The role involves responding...Remote workFlexible hours
$50k - $76k
A financial services company is seeking a Client Support Specialist in the Greater Baltimore area. The role is remote and requires significant customer service and financial services experience. Candidates should have Series 7 certification, excellent communication skills...Remote work- ...A financial services firm is seeking a Client Support Specialist in the Greater Austin area. This role involves engaging with high net worth clients, providing product... ...development opportunities. This position is remote but may require occasional onsite presence. #J-188...Remote work
- 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
$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$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- ...Investment Account Support Specialist Safe Act Discover your future at... ...CPWM) provides investment services to clients with brokerage accounts in... ...with clients- High touch, remote, consistent communication,... ...Anticipate the complex financial needs of the client and educate...Remote work
- ...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 leading technology company is seeking a Customer Service Assistant to work from home. This role involves addressing customer inquiries... ..., particularly in English. Join us to work in a dynamic and supportive environment, while contributing to customer satisfaction and...Remote workWork from home
- ...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
- ...Almaaventurera is seeking a Remote Client Support Representative to assist clients throughout their travel journeys while working from home.... ...candidates will possess strong organization skills and customer service experience, particularly in travel or hospitality. The...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
$35k - $50k
...Position Overview We are seeking a dependable and service-driven Client Support Specialist to assist with travel-related inquiries, coordination, and... ...management abilities Ability to work independently in a remote environment Detail-oriented with strong follow-through...Remote workWork from homeFlexible hours- ...Client Support Specialist We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Orlando... ..., and therefore have complex service and investment needs. In this... ...previous experience working in the financial services industry ~...Remote workWork from home
- ...A growing consulting company is onboarding independent customer service contractors to work from home. This role involves handling customer service calls, resolving inquiries, and documenting details. Candidates must be U.S. residents, at least 18 years old, and able to...Remote workFor contractorsWork from homeFlexible hours
- ...A customer service organization is seeking a Remote Customer Service Specialist for a fully remote position, allowing flexibility and a balanced work-life environment. This role involves handling client calls, setting up appointments, and advising clients on services and...Remote work
- ...A travel support company is looking for detail-oriented individuals to join their remote team. You will be responsible for assisting clients with organizing reservations and related services while maintaining thorough communication and organization. Ideal candidates will...Remote work
$44k - $80k
...Client Support Specialist To be eligible for consideration of this role, your primary residence... ...to $1 million and therefore a complex service and investment need. In this role, you... ...within 90 days ~2-3 years of previous financial services experience The Skills...Remote workWork from home- ...life insurance company seeks motivated individuals for remote positions where you can connect with clients about available benefits. In this role, you will... ...conversations, maintain professional client relationships, and support them through onboarding. The company offers a fully...Remote workFlexible hours
- ...A remote travel planning company is seeking dependable individuals... ...this role, you will assist clients with customizing reservations... ...candidates possess strong customer service skills, excellent... ...for ongoing training within a supportive team culture. #J-18808-Ljbffr...Remote work
$24 per hour
...A leading mental health solutions provider is seeking a full-time Client Support Specialist. This role acts as the first point of contact for clients seeking mental health care, requiring excellent communication skills and the ability to manage a high-volume workload across...Remote workHourly payFull timeFlexible hours$20 - $24 per hour
...Job Title: Remote Client Support SpecialistHourly Pay: $20 - $24/hourSummaryWe are seeking a dedicated Client Support Specialist to join our remote team. In this role, you'll be the first point... ...approachTroubleshoot technical or service-related issues and guide clients to...Remote workHourly payWork from homeFlexible hoursAfternoon shift- ...fast-growing law firm in New York is seeking an experienced Client Support Administrator to facilitate client communication and escalate... ...The ideal candidate should have over 5 years in the default services industry and be tech-savvy with excellent communication skills...Remote work
- ...Good Samaritan Society is looking for a Laboratory Client Support Specialist in South Dakota. This role involves supporting clients and healthcare providers with laboratory services, ensuring efficient communication of test results, and managing inquiries about technical...Remote work
- ...staffing company in the United States seeks a Client Service Professional to enhance customer... ...Ideal candidates have previous customer support experience, strong communication skills,... ...school diploma. This position allows for remote work with a 1099 contract for 15-20 hours...Remote workContract workPart time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Client Support Specialist - Financial Services. Be the first to apply!
- customer service representative csr Portland, OR
- customer retention representative Portland, OR
- service representative Portland, OR
- client retention specialist Portland, OR
- bilingual customer support specialist Portland, OR
- customer service associate remote Portland, OR
- international customer service representative Portland, OR
- employee relations assistant Portland, OR
- full time customer service representative work from home Portland, OR
- customer service representative apply online Portland, OR

