Wealth & Insurance Client Support Specialist
Austinwealthmgmt
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 with custodians and insurance carriers, and providing operational support. Ideal candidates should have at least 2 years in a client service role, possess strong communication skills, and be detail-oriented. This position offers a chance to develop within a supportive, dynamic environment. Apply now to join our team and contribute to enhancing client experiences. #J-18808-Ljbffr Austinwealthmgmt
- Truist is looking for a Wealth Advisor Support professional in Austin, Texas. This role involves providing in-office client and advisor support, managing a portfolio of high net-worth clients, and ensuring timely fulfillment of client and advisor requests. Candidates should...SuggestedWork at office
- Overview Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. Closely works with assigned... .... Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-...SuggestedFull timePart timeWork at officeLocal areaFlexible hoursNight shift
- ...Client Support Specialist Role Join a dynamic client as a Client Support Specialist in Austin, Texas! This direct-hire role is perfect for proactive professionals ready to deliver outstanding client support and manage orders and warranty cases with precision. Our...SuggestedFlexible hours
- ...Client Support Specialist - Greater Austin, TX Area (REMOTE) page is loaded## Client Support Specialist - Greater Austin, TX Area (REMOTE)locations: TX Work From Home Central: Austin, TXtime type: Full timeposted on: Posted 11 Days Agojob requisition id: 2116710## ## Job...SuggestedWork at officeRemote work
- Served With Honor LLC is hiring a Client Service Support Specialist, responsible for providing personalized support to clients navigating complex services. This remote position requires a Bachelor's degree and at least 3 years of customer experience in a healthcare contact...SuggestedRemote job
- Overview We are hiring a Customer Relations Specialist to support clients with travel planning and booking services. In this role, you will assist clients in exploring travel options, coordinating reservations, and ensuring a smooth and positive experience from initial...Remote workFlexible hours
- A leading personnel solutions organization is looking for a candidate to assist Medicaid clients and providers with questions related to eligibility and claims. The role requires excellent communication skills, a courteous demeanor, and the ability to document encounters...
- A healthcare support organization in Austin, Texas is seeking a Customer Support Specialist to provide one-on-one support to individuals in a structured program. This role emphasizes communication, empathy, and positive interaction. Ideal candidates have at least 2 years...
- ...MicroVentures You will provide an exceptional client experience to our investors through... ...you will learn the role of an Investor Support Specialist through the tier 2 of our training... ...plan for Medical, Dental and Disability insurance 3 Weeks paid time off + holidays 4 Weeks...Immediate start
- Frontline Source Group Holdings, LLC dba dfwHR is looking for a Client Support Specialist in Austin, Texas. This direct-hire role focuses on delivering outstanding client support and managing orders effectively. As a bilingual Spanish/English speaker, you will excel in...
- Strive Global Events in Austin, Texas is looking for a motivated Customer Service Specialist to provide exceptional support to clients and guests. Responsibilities include assisting with inquiries, maintaining customer records, and supporting event teams. The ideal candidate...
- ...participation, empower Democratic candidates to win, and support the success of progressive causes. Since its founding... ...position is currently scoped as a fixed‑term role. The Client and Operations Support Specialist will support our mail program by ensuring seamless communication...Temporary workFixed term contractWork at officeLocal areaRemote work
$19 - $21 per hour
Jerry in Austin, Texas, is hiring a Customer Service Agent to assist existing customers with their insurance policies. The role involves responding to calls, processing service requests, and providing assistance to ensure customer satisfaction. Candidates should have at...Hourly payRemote work- Oakwell Private Wealth Management in Austin, TX is seeking a Fully Remote Client Service Onboarding Specialist. This role entails managing client onboarding processes, ensuring... ...accurate responses to client inquiries, and supporting advisors in their preparations. The ideal...Remote job
$30 per hour
Our client based here in South Austin, TX is looking for a detail-oriented Client Billing & Support Analyst to join their team. This role plays a key part in ensuring accurate billing, timely communication, and exceptional client support. The right candidate will enjoy...Local area- Amtex Insurance & Constitution General Agency LLC in Texas seeks individuals to join their team in building client relationships and selling insurance policies. Responsibilities include providing effective communication with both clients and team members, and thoroughly...
$24.04 - $25 per hour
Loop is looking for a licensed Customer Care Specialist in Austin, Texas to join their remote support team. This role involves handling customer inquiries, assisting... ...& Casualty license and at least three years of insurance experience. Offering an hourly rate of $24.04 - $2...Remote jobHourly payFlexible hours- A leading insurance services provider in Texas is looking for a support staff member to assist in servicing and retaining commercial property and casualty accounts. You will coordinate information flow, verify and process insurance policies, and maintain customer database...
- A leading insurance provider is seeking a customer service representative to assist the account management and underwriting team. This role... ...policies, coordinating information flow, and maintaining client records. Candidates should have at least 1 year of customer service...
- ...Kestra Financial is a wealth management platform dedicated... ...deliver exceptional client service. We combine... ..., efficiency, and support. Our advisor-focused culture... ...Compensation Support Specialist, you will report to... ...nationwide) ~401(k), health insurance, and a competitive...
$60k - $200k
...World Insurance Associates (“World”) is a unique financial... ...of brokers and specialists who empower people to... ...solutions. Private Client Sales Executive (Client... ...families, family offices, wealth managers, and other... ...personal lines book with the support, resources, and brand...Base plus commissionImmediate start- A global financial services firm in Austin, Texas, is seeking a Registered Client Relationship Analyst to provide exceptional service to clients. This role involves client support, executing transactions, and managing account-related inquiries. An ideal candidate will...
$55k - $60k
...empowerment to not only our clients, but our community... ...culture. We foster a supportive, inclusive, and... ...and Operations Support Specialist who is interested in being... ...of the fastest growing wealth management and tax service... ..., dental, and vision insurance programs 401(k)...Work at office$24 per hour
A growing insurance firm in Austin, TX, seeks a Client Services Representative III to provide high-quality support for policyholders. The role involves managing inbound inquiries, fulfilling service requests related to life and annuity policies, and maintaining compliance...Hourly pay$24 per hour
A leading insurance provider in Austin, TX, is seeking a Client Services Representative III to manage inbound inquiries. This role supports policyholders with professionalism and empathy, fulfilling service requests and documentation in compliance with standards. Ideal...Hourly pay- A leading financial services provider based in Austin seeks a client service professional to enhance advisor and client support. The candidate will use sound judgment to resolve inquiries, document interactions, and ensure a high-quality experience. Candidates should have...
- ...hire a Managed Services Field Support Specialist to join our team in Austin,... ...at various locations and clients. This position will... ...accidental death and dismemberment insurance for you, your spouse and... ...issue 24/7 A generous wealth accumulation program will help...Hourly payFull timeFor contractorsWork at officeLocal areaFlexible hours
- ...an enthusiasm for helping our clients, taking care of our employees... ...Client Advisor in Chase Wealth Management, you will offer comprehensive... .... Your expertise will support a wide range of clients, from... ...Life, Health and Long Term Care Insurance license is required or must...
- J.P consumes Wealth Management - Private Client Advisor - Austin, TX (Georgetown area) At J.P. Morgan Chase... ...Job Responsibilities Champion and support your teammates’ success and the goals... ...active Life, Health, and Long‑Term Care Insurance license is required or must be...
- ...an enthusiasm for helping our clients, taking care of our employees... ...Client Advisor in Chase Wealth Management, you will offer comprehensive... .... Your expertise will support a wide range of clients, from... ...Life, Health and Long Term Care Insurance license is required or must...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth & Insurance Client Support Specialist. Be the first to apply!
- commercial insurance agent Austin, TX
- health insurance agents Austin, TX
- insurance professional Austin, TX
- insurance specialist Austin, TX
- life insurance specialist Austin, TX
- medical insurance claims specialist Austin, TX
- insurance broker Austin, TX
- life and health insurance agents Austin, TX
- insurance agents Austin, TX
- remote insurance agent Austin, TX

