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

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth & Insurance Client Support Specialist in Austin, TX vacancy
  •  ...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 guidance, and managing client inquiries. Applicants must have Series 7 certification and 2-3 years of... 
    Suggested
    Remote work

    Soteria Reinsurance Ltd.

    Austin, TX
    18 hours ago
  •  ...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... 
    Suggested
    Flexible hours

    Frontline Source Group

    Austin, TX
    18 hours ago
  •  ...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...  ...for Medical, Dental and Disability insurance ~3 Weeks paid time off + holidays ~... 
    Suggested
    Immediate start

    MicroVentures

    Austin, TX
    18 hours ago
  • 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... 
    Suggested
    Remote job
    Work at office

    Soteria Reinsurance Ltd.

    Austin, TX
    3 days ago
  • 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... 
    Suggested

    BCforward

    Austin, TX
    3 days ago
  • 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... 
    Remote job

    Served With Honor LLC

    Austin, TX
    3 days ago
  • 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... 

    Serenity Healthcare

    Austin, TX
    18 hours ago
  • $65k - $75k

     ...D.R. Horton, Inc. is currently looking for an Underwriter Support Specialist-DHITIC . The right candidate will work hand in hand with DHITIC...  ...team and will serve as a liaison, regarding title insurance matters, to multiple levels of company leadership. The right... 
    Remote work
    Night shift

    D.R. Horton

    Austin, TX
    18 hours ago
  •  ...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 work
    Fixed term contract
    Work at office
    Local area
    Remote work

    Civitech Inc

    Austin, TX
    1 day ago
  • $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

    LMA Recruitment

    Austin, TX
    3 days ago
  • Aspiriant in Austin, Texas is hiring a Portfolio Administrator to work closely with Wealth Managers and serve our clients. This role demands superb client service skills and includes managing client portfolios, processing account transfers, and maintaining relationships... 

    Aspiriant

    Austin, TX
    3 days ago
  • 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... 

    Amtex Insurance & Constitution General Agency LLC

    Austin, TX
    3 days ago
  • $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 job
    Hourly pay
    Flexible hours

    Loop

    Austin, TX
    3 days ago
  • 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... 

    USI Insurance Services

    Austin, TX
    1 day ago
  • $69k

     ...Description Job Description Remote Insurance Sales Representative | Flexible Schedule...  .... You will work remotely, serving clients by providing guidance and protection solutions...  ...with promotion from within Supportive and collaborative virtual team environment... 
    Remote job
    Work from home
    Flexible hours

    HMG Careers

    Austin, TX
    more than 2 months ago
  •  ...timely and professional manner Support additional tasks as...  ...experience , preferably in insurance, financial services, automotive...  ...of the largest insurance and wealth management groups in North America...  ...and to meet the needs of clients across its vast sales network... 
    H1b
    Work visa
    Flexible hours

    iA American Warranty Group, Inc.

    Austin, TX
    4 days ago
  • $75k - $100k

     ...experience in face to face B2B sales Ability to build rapport with clients and prospects Self-disciplined Strong communication...  ...an industry-leading provider of life and supplemental health insurance benefits to families and businesses throughout America since 19... 
    Full time
    Flexible hours

    Bandera Agency

    Austin, TX
    20 days ago
  •  ...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... 

    Kestra Holdings

    Austin, TX
    4 days ago
  • $25 - $30 per hour

     ...Service Representative HUB is a global insurance and employee benefits broker, providing...  ..., employee benefits, investment and wealth management products and services. We...  ...customer service, and providing our valued clients with the best and most competent professional... 
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    3 days per week

    HUB International

    Austin, TX
    1 day ago
  •  ...Key Account Support Specialist As a Key Account Support Specialist, you will play a pivotal role in driving client success. Your primary responsibilities will include directing client annual review process to customers. You will work closely with Key Account Managers... 
    Work at office
    Flexible hours
    Shift work

    Advantage Unified Commerce

    Austin, TX
    2 days ago
  • 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... 

    Morgan Stanley

    Austin, TX
    3 days ago
  • $25 per hour

     ...About Us: HUB is a global insurance and employee benefits...  ..., investment and wealth management products and...  ...clerical and administrative support to the Executive...  ...point of contact for clients and guests while keeping...  ...HUB’s vast network of specialists provides peace of mind... 
    Hourly pay
    Full time
    Work at office
    Local area
    Monday to Friday

    HUB International

    Austin, TX
    1 day ago
  •  ...School Diploma Previous customer service experience is helpful   #SALES Req. 822287745 Company Description FRED LOYA INSURANCE Fred Loya Insurance, a leading provider of no-hassle auto insurance since 1974 Rated Top 4 in Texas as “Best cheap car insurance... 
    Full time
    Work at office
    Flexible hours

    Fred Loya Insurance

    Austin, TX
    8 days ago
  •  ...exceptional customer service to our current clients and new prospects. This position is a...  ...in Home, Life, Auto and Business insurance. We take our job seriously and tailor our...  ...Description Young, growing agency with the support and mentorship from a distinguished District... 
    Work experience placement
    Work at office

    Fong Agency

    Austin, TX
    13 days ago
  •  ...Description Job Description About INTX INTX is a complete Insurance Operating System purpose-built for specialty P&C carriers, MGAs...  ...on account strategy, sequencing, and stakeholder mapping Support industry events and conferences by pre-booking meetings, engaging... 

    INTX Insurance Software

    Austin, TX
    28 days ago
  • $18 per hour

     ...Description Full-time positions include Health, Vision, and Dental Insurance options, as well as Paid Time Off. Since 2006, NFC has led...  ..., as well as hotels, resorts, and spas. We have a roster of clients with a wide geographic reach -- from Miami to Manhattan to San... 
    Hourly pay
    Weekly pay
    Full time
    Temporary work
    Part time
    For contractors
    Flexible hours
    Shift work

    NFC Amenity Management

    Austin, TX
    10 days ago
  •  ...Verify and enter demographic information. Obtain and verify insurance authorizations/precertification. Complete medical record release...  ...deposits for accuracy. Provide general office and clerical support to assigned area Verify patient insurance coverage, perform... 
    Work at office

    Absolute Surgery Center LLC

    Austin, TX
    29 days ago
  • $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 commission
    Immediate start

    World Insurance Associates LLC

    Austin, TX
    5 days ago
  • $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

    The Fox Alliance

    Austin, TX
    18 hours ago
  •  ...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... 

    JPMorgan Chase & Co.

    Austin, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth & Insurance Client Support Specialist. Be the first to apply!