Hybrid Client Services & Paraplanning Specialist
Grace Lane Financial Partners
A financial planning firm in Austin, Texas is seeking a Client Service Associate to empower clients by providing tailored financial strategies. This role includes managing client interactions, onboarding, and supporting the firm's operations. The ideal candidate is required to have 2–5 years of operational experience, strong communication skills, and a willingness to pursue further education in finance. The company offers a hybrid work model along with benefits such as paid time off and financial assistance for certifications. #J-18808-Ljbffr Grace Lane Financial Partners
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Hybrid Client Services & Paraplanning Specialist in Austin, TX vacancy
- HUB International is seeking a Wealth Advisor Services Associate in Austin, TX. Hybrid, full-time role within HUB Retirement & Private Wealth. You will... ...account onboarding, cash movements, investor statements, and client-advisor-custodian coordination. The role emphasizes...SuggestedFull time
- ...Senior Customer Service Representative (Corporate, Sr. Registered... .... You will have heavy direct client interactions via written and... ...this role the Senior Corporate Specialist must have excellent organizational... ...agent industry. Hybrid: Eight days a month we come together...SuggestedWork at officeRemote workShift work
- Vestwell is seeking an energetic Employer Services Senior Associate to join our team. You... ..., and escalating when needed. Based in a hybrid in-office setup, the role requires servicing... ...-driven insights, and participating in client calls to relay status and remediation progress...SuggestedWork at office
- Care.com’s Consulting Team (HomePay) in Austin is seeking a client services specialist to manage inbound calls and emails, providing guidance on... ...detail, professionalism, and teamwork. You’ll operate in a hybrid environment with in-office days and cross-department collaboration...SuggestedWork at office
$50k - $55k
Vestwell is seeking an energetic Saver Services Coordinator to join our team. You will answer... ...Based in Austin or King of Prussia, this hybrid role offers a base salary of $50k-$55k... ...Vestwell team to deliver excellent service and maintain client #J-18808-Ljbffr F-Prime CapitalSuggested- Vestwell is seeking an energetic Employer Services Senior Associate to support plan sponsors by handling emails, calls, and issue resolution within a hybrid office model. You will work cross-functionally to ensure client satisfaction and timely service delivery. The role...Work at office
- ...team in a senior role with responsibilities for high level client engagement and team service deliverables. You oversee a substantial portfolio, many... ...and underwriting partners. Location : Austin, TX. Hybrid schedule available. Experience : At least 5-7 years...Long term contractPermanent employmentContract workTemporary workImmediate start
Capstone Search Group
Austin, TX2 days ago $50k - $70k
...Financial Partners empowers clients to live their best lives now... ...finances effectively. JobLocation: Hybrid Remote – Austin, TX area... ...AM – 5:00 PM) JobType: Client Service Associate ExperienceRequirements... ...to process improvements. Paraplanning Gather client data and input...Full timeRemote workMonday to FridayGrace Lane Financial Partners
Austin, TX3 days ago- ...Austin seeks a Customer Care Professional to deliver outstanding service across calls, chat, and messaging. You will build rapport,... ...communication, active listening, and multitasking abilities. A hybrid onsite/remote work setup is offered along with a quiet workspace...Remote job
$35k - $58.6k
...Customer Service Representative (Licensing) As a Customer Service Representative, you will play a crucial role in supporting our customers... ...your skills in a dynamic and collaborative environment. Hybrid: Eight days a month we come together in the closest office (USA...Work at officeFlexible hoursShift work- 360connect-1 in Austin, TX is seeking a Client Success professional for a 3-day-a-week hybrid role based in our office. You will manage client relationships from onboarding through the full lifecycle and serve as the main point of contact. Responsibilities include collaborating...Work at office3 days per week
- Flash is seeking a Service Desk Specialist to join our Austin team in a hybrid setup. You will handle a variety of software and hardware issues, document all interactions, and escalate when needed. The role emphasizes strong communication, teamwork, and a customer-first...Full timeShift work
- FlashParking, Inc. is seeking a Service Desk Specialist in Austin with 2+ years of client-facing technical support experience. You will handle software/hardware... ...fast-paced, customer-first environment. The role is hybrid with three in-office days (Mon, Wed, Thurs) and...Work at officeRemote work
- ...Senior Oracle Database Administrator Austin, TX Hybrid - Locals 12 months Contract We are seeking candidates who do not require visa sponsorship, are eligible to work on a W2. Level Description 8 or more years of experience, relies on experience...Contract workWork at officeLocal areaRemote work
KSN Technologies. Inc
Austin, TX1 day ago $69.62k - $95.76k
LogicMonitor is seeking a Customer Marketing Specialist to execute customer marketing campaigns aimed at driving engagement and product adoption. This hybrid role is pivotal in collaborating with Customer Success and Product Marketing teams to ensure that campaigns align...- Description The Paralegal Support Services Specialist will provide support across multiple practice... ...transition time. Ensure continuity of client service and adherence to deadlines during... ...None Work Location In-Office. Hybrid after 90-days of employment Work Schedule...Full timeTemporary workWork at officeLocal areaMonday to Friday
- black-ink-business-services is seeking an experienced Staff Accountant to oversee day-to-day financial health for clients, applying US GAAP, cash vs. accrual accounting, and strong people... ...entries, and client reporting, with a hybrid work arrangement (3 days in-office, 2...Work at officeRemote work
- ...Cultivation is seeking a detail‑oriented Customer Experience Representative to support patients, caregivers, and prescribers in a hybrid work setting. You'll handle high‑volume calls, emails, chat, and order‑related inquiries, follow strict protocols for accuracy and...
- ...what makes us different and how you can thrive as a Senior Client Service Specialist at McGriff , a division of Marsh McLennan Agency (MMA). MMA... ...Tuition reimbursement and professional development opportunities Hybrid Work Charitable contribution match programs Stock purchase...Work at officeLocal areaNight shift
- CVS Health seeks an accounting/finance support specialist to handle operational and financial tasks related to revenue and claims. You will... ...set timeframes. This full-time role in Amherst, NY offers a hybrid schedule (3 days in-office) and a competitive benefits package....Full timeWork at office
- ...analysis to support revenue and claims, balancing and reconciling financial information, and ensuring compliance with procedures. A hybrid schedule is available with in-office days in Amherst, NY. The role requires at least 1+ year in finance/accounting, strong Excel...Full timeWork at office
- ...our Technology Team as a Mobility Endpoint Services Manager located in various offices.We are... ...across teams and delivering exceptional client service. If you are someone who... ...role can be based in various offices on a hybrid basis. This role reports to the Director...Full timeContract work
$123.2k - $184.8k
...FORBraze is looking to hire a Manager on our Services Consulting team. Braze’s Service Offering... ...as trusted advisors to our prospective clients and Sales team during the sales process,... ...comprehensive benefits to fostering hybrid ways of working, we’ve got you covered so...Work at officeLocal area$18.5 - $23 per hour
..., CA, Rock Rapids, IA, or Bloomington, MN, typically work on a hybrid schedule at one of our office locations. Imagine Your Impact... .... Explain the features and benefits of company products and services to prospective and current customers. Utilize company defined...Remote jobHourly payFull timeTemporary workWork at officeLocal areaWork from homeFlexible hoursShift work- A prominent educational institution in Austin is hosting a virtual hiring event for the Financial Services Representative role. This position involves educating clients on investment strategies and providing exceptional service. Ideal candidates are flexible and possess...Flexible hours
- ...adoption. This role involves regular communication with enterprise clients and strong analytical capabilities to help customers maximize... ...in SQL. Experience with CRM platforms is required. A hybrid work model is available and the position offers a competitive salary...
$27.77 - $33.95 per hour
Employment Services Specialist - Austin Human Resources Job Requisition ID: JR104467 Full-time About This Position Austin Human Resources... ...outreach work. Duties, Functions and Responsibilities Interviews clients to assess client needs regarding employment opportunities,...Hourly payFull timeWork at officeLocal areaRemote workMonday to Friday$52k - $67k
...world parks. Flash is looking for a Service Desk Specialist . The Service Desk Specialist is essential... ...company! Location: Austin office; Hybrid - 3 days in the office; Mon, Weds, Thurs... ...Qualifications: At least 2+ years of client facing technical support experienceAt...Work at officeRemote workFlexible hoursShift work$65k - $107.4k
...opportunity EY's Forensics Insurance and Federal Claims Services practice specializes in helping clients achieve their financial recovery goals following... ...options. Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external...Summer holidayWork at officeLocal areaFlexible hours- ...applicants will have over 3 years of experience in sales, particularly within industrial equipment, along with excellent communication skills. Competitive salary with strong benefits is offered, along with a hybrid work opportunity. #J-18808-Ljbffr Valid8 Financial, Inc.Remote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Hybrid Client Services & Paraplanning Specialist. Be the first to apply!
Related searches
- community service representative Austin, TX
- client service representative Austin, TX
- career services representative Austin, TX
- bilingual customer service representative spanish english Austin, TX
- customer experience agent Austin, TX
- customer account representative Austin, TX
- client solutions specialist Austin, TX
- customer experience associate Austin, TX
- entry level customer support representative Austin, TX
- part time customer representative Austin, TX