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

Remote Wealth Client Support Specialist

Soteria Reinsurance Ltd.

Austin, TX
  • Remote job

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 financial services experience. The company emphasizes customer service and relationship building, contributing to business development opportunities. This position is remote but may require occasional onsite presence. #J-18808-Ljbffr Soteria Reinsurance Ltd.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Remote Wealth Client Support Specialist in Austin, TX vacancy
  • Avior Wealth Management LLC in Cincinnati is seeking a Client Support Specialist to deliver accurate bookkeeping, payroll processing, and tax transaction management for client accounts. You will partner with clients to understand their business needs, ensuring compliance... 
    Remote job

    Avior Wealth Management LLC

    Cincinnati, OH
    1 day ago
  •  ...Job Description Job Description Client Support Specialist (CSS) About Us At Avior, we believe in more than just managing wealth; we are dedicated to helping individuals...  ...including in-office, hybrid schedule, or remote. Monday – Friday 8:00 am – 4:30 pm... 
    Remote work
    Full time
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Avior Wealth Management LLC

    Cincinnati, OH
    5 days ago
  • Truist in Atlanta, Georgia is seeking a Client Support Associate to provide in-office support to Wealth Advisors managing high net-worth clients. The role involves prioritizing relationship management activities, scheduling client appointments, and maintaining client records... 
    Suggested
    Work at office

    Truist

    Atlanta, GA
    22 hours ago
  •  ...Fox Alliance is seeking a highly organized Advisor Support Associate to assist Wealth Advisors and enhance the client experience throughout the client relationship...  ...-meeting actions. Based in Austin with hybrid or remote options, the role requires strong attention to detail... 
    Remote work

    The Fox Alliance

    Austin, TX
    3 days ago
  •  ...Join Our Growing Team We are looking for dependable, motivated individuals to support members as they explore their available benefit options. This is a remote opportunity for someone who enjoys helping people, communicating clearly, and building a long-term career.... 
    Remote work
    Weekly pay
    Work from home

    Globe Life American Income Division

    United States
    3 days ago
  •  ...Supporting top producers remotely, the full-time Registered Principal Support Specialist will monitor and respond to inquiries, function as a sales partner to assigned Securities Representatives, and collaborate with management on departmental improvements. Key responsibilities... 
    Remote work
    Full time
    Work experience placement

    Virtual Vocations Inc

    United States
    2 days ago
  •  ...About the job Remote Client Support Specialist Were looking for a service-driven Remote Client Support Specialist to help deliver an exceptional client experience within a structured, advisor-led service model. This fully remote position is perfect for someone... 
    Remote work

    Traveling with Michaila

    United States
    12 hours ago
  • $35k - $50k

     ...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 work
    Work from home
    Flexible hours

    Aisles & Abroad

    United States
    3 days ago
  •  ...Client Support Specialist We are currently seeking a Client Support Specialist to help guide clients through the travel planning and booking...  ...organizing travel arrangements that match their needs. This is a remote opportunity offering flexibility and the ability to work... 
    Remote work

    Traveling with Tasha

    Baltimore, MD
    2 days ago
  •  ...Client Support Specialist Location: Remote (India - Gujarat, Maharashtra, Madhya Pradesh, Uttar Pradesh, West Bengal, Telangana) Working Hours: Eastern Standard Time (EST) About MediaRadar: MediaRadar equips marketing, sales and analytics leaders with the intelligence... 
    Remote work

    Thompson Street Capital Partners

    United States
    12 hours ago
  •  ...Client Support Specialist We are currently looking for a Client Support Specialist to assist customers with travel-related planning and booking...  ...provide support throughout the planning process. This remote opportunity offers flexibility and is well suited for individuals... 
    Remote work
    Flexible hours

    Traveling with Tasha

    Tallahassee, FL
    3 days ago
  •  ...Customer Support Specialist We are seeking a Customer Support Specialist to join our team supporting...  ...will be the first point of contact for clients, helping them maximize their use of...  ...with support ticketing systems and remote support tools. Ability to multitask... 
    Remote work

    Tracker Products

    United States
    4 days ago
  •  ...and talent services company supporting organizations with staffing,...  ...professional services. We work with clients and candidates across a range...  ...is seeking a Client Support Specialist to provide responsive,...  ...solving problems in a fast paced, remote environment. The client... 
    Remote work
    Full time
    Work at office
    Home office

    ApTask

    United States
    1 day ago
  •  ...CLIENT SUPPORT SPECIALIST Full-time (40hrs per week) / Remote / Latam Check out The Global Talent Co.'s talent network: The role: You will work with a fast-growing company that delivers ready-to-heat meal solutions to organizations across corporate... 
    Remote work
    Full time
    Work at office

    The Global Talent Co

    United States
    4 days ago
  •  ...Join Our Growing Remote Team We’re expanding and seeking driven people who enjoy helping...  ...clearly, and delivering professional support. This role is ideal if you want long-term...  ...needed. Create a positive, professional client experience every time. What we’re looking... 
    Remote work
    Weekly pay
    Full time
    Work from home

    American Income Life Insurance Company

    Corpus Christi, TX
    a month ago
  •  ...information about available benefits and guide them through their options with a professional, helpful experience. No cold calling. Meet clients via Zoom, explain programs, answer questions, and follow up. Training is provided with clear path toward leadership and mentorship.... 
    Remote job
    Work from home
    Flexible hours

    AO Globe Life

    Oregon City, OR
    22 hours ago
  • $250k

     ...freedom. Empower Yourself. The Client Experience Specialist is responsible for directly supporting four advisory practices, in close...  .... This role will work in our Wealth Management segment, serving Premier...  ...applicable state or local law. Remote and Hybrid Positions For remote... 
    Remote work
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area
    Work from home
    Work visa
    Flexible hours

    Empower Retirement, LLC

    Overland Park, KS
    22 hours ago
  •  ...Client Support Specialist We are looking for a dedicated, analytical, and detail-oriented Client Support Specialist to join our growing team. In this role, you will be the primary point of contact for our clients, ensuring they receive exceptional service while also... 
    Remote work
    Temporary work
    Immediate start
    Monday to Friday

    Citiside Property Management

    United States
    1 day ago
  •  ...person who listens first, explains clearly, and follows through. If that sounds like you, we’d like to meet you. We’re growing a fully remote team and adding people who are motivated, dependable, and excited about long-term growth with real coaching and career paths.... 
    Remote work
    Weekly pay
    Full time
    Work from home

    American Income Life Insurance Company

    Newport News, VA
    a month ago
  •  ...required. Training, resources, and ongoing support are provided to help you build confidence...  ...ongoing assistance when needed. Keep client information accurate, organized, and up...  ...manage your time effectively while working remotely. Organized, dependable, and attentive... 
    Remote work
    Full time
    Temporary work
    Work from home
    Flexible hours

    American Income Life Insurance Company

    Mesa, AZ
    4 days ago
  • $24 - $28 per hour

     ...Client Support Specialist Roo is looking for a fantastic Client Support Specialist who will facilitate positive user experiences for all veterinarians...  ...of professional diverse individuals. While we are a remote first company, if you are based in San Francisco this will... 
    Remote work
    Permanent employment
    Full time
    Home office
    Flexible hours
    Weekend work
    Day shift
    Afternoon shift
    Early shift

    Roo, LLC

    United States
    12 hours ago
  •  ...BA/BS or Associate's Degree, two years of related experience, and strong communication skills, particularly in English. Join us to work in a dynamic and supportive environment, while contributing to customer satisfaction and loyalty. #J-18808-Ljbffr Workoo Technologies
    Remote job
    Work from home

    Workoo Technologies

    Denver, CO
    22 hours ago
  •  ...Now Hiring – Fully Remote Opportunity We are expanding our remote team and seeking motivated individuals ready to begin immediately...  ...ll Do: • Making outgoing calls, emails, texts and chats from clients • Provide guidance on benefit options • Maintain accurate... 
    Remote work
    Full time
    Part time
    Immediate start
    Work from home

    AO Globe Life

    United States
    more than 2 months ago
  •  ...A Remote Opportunity Built for Growth If you’re looking for a position where you can...  ...explaining available options, and providing support from the initial conversation through...  ...documentation. Maintaining organized and accurate client records. Providing friendly,... 
    Remote work
    Full time
    Work from home
    Flexible hours

    American Income Life Insurance Company

    Clarksville, TN
    1 day ago
  • Casepoint LLC. is seeking a Remote Client Service Associate to support customers through professional phone-based service from a home office. This role emphasizes dependability, organization, and a customer-first mindset as you document needs and follow established procedures... 
    Remote job
    Work from home
    Home office

    Casepoint LLC.

    New York, NY
    3 days ago
  •  ...Remote Reservations & Client Support Specialist We are seeking Remote Reservations & Client Support Specialists to assist clients with customized travel arrangements. This role is remote with professional development included. Key Responsibilities: Research and... 
    Remote job

    Travel with Lani

    Spring, Montgomery County, TX
    1 day ago
  •  ...and gaining experience in multiple areas. This role is client-facing, working to grow our field support function by supporting life insurance sales through...  ...position surrounded by a dynamic team.  Work Arrangement: Remote (Must be in the United States but California... 
    Remote work
    Full time
    Work from home

    Afficiency

    New York, NY
    16 days ago
  •  ...seeking motivated and customer-focused individuals to join our remote team. In this role, you will assist clients with inquiries, coordinate personalized arrangements, manage online requests, and provide support throughout the booking and scheduling process. The ideal... 
    Remote work
    Flexible hours

    Dream Trips Hn

    Manchester, NH
    9 days ago
  • 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 job

    Triptasticadventures

    Atlanta, GA
    3 days ago
  • ApTask is seeking a Client Support Specialist to provide professional, responsive support to clients and internal teams throughout the service lifecycle...  ..., and can manage multiple priorities in a fast paced remote environment. The Client Support Specialist will respond to... 
    Remote job

    Triwill Group

    New York, NY
    2 days ago

Do you want to receive more vacancies?

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