Client Service Specialist
Virtual Vocations Inc
Working remotely in a full-time capacity, the Client Service Specialist will manage client accounts, facilitate money movement, and provide exceptional service to Empower's investment clients and Financial Advisors using advanced technology solutions. Key responsibilities Partner with iCapital SME to ensure timely processing of enrollments Handle cash management functions, including ACAT, wire, and ACH transfers Complete service requests within stated SLA while collaborating with cross-functional teams on operational matters Required qualifications High School Diploma or GED required; Bachelor's degree preferred Minimum of 2 years' experience in financial services operations preferred Experience with client service aspects of investment advisory, including ACAT and IRA distributions Exposure to web-based investment service delivery in a remote environment Proven ability to maintain policies and procedures for regulatory requirements
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Service Specialist in United States vacancy
- ...Ameriprise Financial , we’re not just in the business of helping clients with their financial goals – we also help our advisors and... ...Financial Franchise owner. Job Description The Client Services Specialist serves as a primary relationship manager for existing...SuggestedFull timePart timeWork at office
$23 - $26 per hour
...Sales Champion to be the first point of contact for potential clients and a key driver of our firm’s growth. We handle family law, civil... ...help them understand how the firm can help and to sell legal services Present the cost of services (fees pre-determined by an attorney...SuggestedHourly payFull timeWork at officeLaw Office of Kyle Gurwell
Fountain Valley, CA12 hours ago- ...doing!We're committed to bringing passion and customer focus to the business.The Commercial Client Specialist III position provides support to the company’s bankers by servicing, maintaining and updating loan documentation and loan files. The position requires substantial...SuggestedFull timeWork at office
$175k - $225k
Senior Client Quant Specialist, Enterprise Sales - Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10053641 Description & Requirements Quantitative investment and research workflows continue to evolve...SuggestedTemporary workFor contractorsWork experience placementWork at office$34 - $42 per hour
...integrity guides decisions, relentless service sets the bar, and we thrive on big challenges... ...Job Description:Job Summary:The Project Specialist (PS) is responsible for managing complex... ...standards, deliver quality service to clients, and demonstrate the ability to...SuggestedHourly payFull timeWork at officeLocal area- Description: POSITION SUMMARY: The Client Service Specialist is a customer-focused role, dedicated and vital to the success of Park State Bank. In this role, you will serve as a trusted advisor to our customers, helping them with various banking needs, such as account...Hourly payWork at office
Park State Bank
Hibbing, MN12 hours ago - ...Wealth Management has grown alongside its clients, establishing itself as a leader in the... ...diverse, personalized, and responsive services, along with innovative and value-added offerings... ....Job DescriptionThe Client Service Specialist is primarily responsible for operational...
- ...offering flexible working hours and remote work. You can work from home full-time or come into the office on a need basis.Client Services Specialist - Senior (US Citizens Only)A Senior Client Service Specialist operates within PCI's client support team, delivering...Full timeWork at officeRemote workWork from homeFlexible hours
$10k
...our employees is just as important as the future of our business. All pet lovers welcome CityVet is looking for Client Service Specialists to join our team! At CityVet, we know our team of happy people is as unique and diverse as the pets we care for. We recruit...Full timeFlexible hoursCityVet
Austin, TX1 day ago- ...Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout... ...approach to insurance and risk management.The Sr. Client Service Specialist works closely with advisors, line of business specialists, and...Full timeContract work
- Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone... ...success. What You'll Be Doing The Client Report Services Specialist is responsible for assisting with the day-to-day support and...
- ...other associates who have a passion for serving our clients and Branch Teams by understanding their needs,... ...a professional opportunity as a Client Solution Specialist. In this role within the new home office client service area, associates strive to provide timely...Temporary workWork at officeHome officeMonday to FridayFlexible hours3 days per week
- If you enjoy being at the leading edge of delivering exceptional service and ensuring client satisfaction, you have found the right team.As a Client Service Specialist within the InstaMed team at JPMorganChase, you will play a pivotal role in delivering exceptional customer...Monday to FridayEarly shift
- Job DescriptionResponsibilities include but are not limited to:Manage the client journey to ensure exceptional services are provided with quick and accurate turnaround times. This would include engaging assigned team on client onboardings for deposit account and treasury...Hourly payWork at office
- ...MonthlyIndustry Asset Management;Hedge FundSelling Points Drive impactful client service operations in a dynamic financial environment. Collaborate... ...and regulatory compliance.Job DescriptionSMA Client Service Specialist OverviewServe as a pivotal SMA Client Service Specialist,...Remote work
- DNV is seeking a Client Service Specialist who will support clients in achieving their certification goals.This role would be serving our Business Assurance team and will be responsible for oversight of all aspects of the project after contract signature, including scheduling...Contract workTemporary workWork at office
- ...this role.Line of Business:TD WealthJob Description:The Private Client Specialist I acts as sales and relationship support for Relationship... ...provide consistent and accurate administrative, analytical, and service support.Depth and Scope:Demonstrates a commitment to being...Full timeLocal areaWork from homeFlexible hours
- ...compassionate support, and an elevated level of personal service. Our goal is to make every prospective client feel as though they were personally referred to us... ...highly motivated Client Relations & Intake Sales Specialist to turn prospective-client inquiries into...Full timeWork at officeRemote workMonday to FridayMonday to Thursday
Law Elevated
Park City, UT12 days ago - ...Job Description Job Description Client Experience Specialist (Customer Care & Scheduling)Customer Experience | Client Support | Scheduling... ...texts.Provide clear, friendly, and accurate information about services, sessions, and scheduling.Ensure clients feel supported,...Hourly pay
Cherie Amour Inc.
Washington DC2 days ago $50k - $55k
...Office Administrator/Client Specialist Salary Range $50,000.00 - $55,000.00 Position Type Full-Time Job Shift Days Education Level High... ...clients. Position will perform various administrative and client service functions, and is responsible for maintaining internal...Full timeWork at officeRemote workShift work$88.4k - $132.6k
...Category: Consumer Sales, WealthCompany: CitiThe Wealth National Client Onboarding Specialist is a subject matter expert on investment procedures and... ...and achieve excellent internal and external customer service.Recommends improvements for investment procedural and process...Full timeWork at officeImmediate startRemote work$16.5 - $18.38 per hour
...Client Success Specialist – GreenPath, Inc. | Remote (US) Job Summary GreenPath, Inc. is seeking a Client Success Specialist (CSS) to support clients... ...offers $16.50–$18.38/hour and requires strong customer service skills, empathy, and professionalism in a structured call...Hourly payFull timeRemote workMonday to FridayNight shiftAfternoon shiftSchool Result
United States3 days ago- ...Client Service Center Specialist At Pinnacle, our goal is to create an atmosphere where people can become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and excellent. For us,...Work at officeRemote workWork from homeFlexible hours
Pinnacle Bank
United States4 days ago - ...Maddisondelongtravels is seeking a Client Services Specialist to support clients remotely, answer questions, and present vacation options based on client requests. You'll learn our systems, services, and processes with training and ongoing support. You should be friendly...Remote work
Maddisondelongtravels
Beaverton, MI1 day ago - ...A dynamic consulting firm is seeking a Remote Client Account Specialist to serve as the first point of contact for clients exploring financial... ...involves understanding client goals, recommending tailored services, and ensuring client satisfaction through ongoing support....Remote work
Nuvant Consulting Group
United States3 days ago $24 per hour
...Client Success Specialist Fireclay Tile is here to revolutionize the tile and design industry. By implementing an innovative digital platform... ...paired with unmatched artisan-crafted products and client service, we've made it easier than ever to specify and purchase beautiful...Hourly payLocal areaFireclay Tile
Santa Monica, CA4 days ago- .... Position Overview We are seeking a warm, organized, detail-oriented and fully bilingual (English/Spanish) Front Desk & Client Services Specialist to become the welcoming face and voice of our firm. This role is the first point of contact for clients and visitors, and...Full timeWork at officeRelocationMonday to FridayShift work
Colombo & Hurd
Orlando, FL2 days ago - ...Truist in Georgia is seeking a teller/customer service role focused on delivering an exceptional client experience. You will handle transactions, educate customers on digital banking, and support sales through outbound calls while aligning with IRM strategies. This position...Temporary workWeekend work
Truist Inc
Swainsboro, GA5 days ago - ...Join Our Mission-Driven Team as a Client Success Specialist Location: Remote Employment Type: Full-Time Department: Client Services Training Start Date: August 31st, 2026 (Training is mandatory) About the Role At GreenPath, we believe in empowering...Full timeRemote workWork from homeMonday to FridayNight shiftAfternoon shift
Greenpath
Farmington Hills, MI4 days ago - ...Client Service Center Specialist Our Mission: Community Bank partners with individuals, businesses, and communities to realize their dreams, protect their financial futures and improve their lives. Our Core Values: At Community Bank, we are committed to...Work at officeFlexible hoursShift work
Community Financial System, Inc.
Waynesburg, PA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Specialist. Be the first to apply!
Related searches
- online customer service assistant United States
- customer relations assistant United States
- customer service rep part time United States
- customer support representative United States
- client engagement specialist United States
- spanish customer service representative United States
- customer service account specialist United States
- customer sales representative United States
- agent services coordinator United States
- benefits customer care representative United States