Wealth Client Support Specialist
Remote Jobs
Remote Jobs is looking for a Client Support Specialist to enhance relationships with high-net-worth clients, managing investments from $250,000 to $1 million. This role involves providing expert support and resolving client inquiries via various communication channels. Applicants must have Series 7 and Series 63 (or ability to obtain), along with 2-3 years of experience in financial services. The ideal candidate will exhibit excellent customer service skills and the ability to influence others effectively. #J-18808-Ljbffr Remote Jobs
Vacancy posted 3 days ago
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$80k - $100k
...Job Overview The Dealmakers and Wealth Implementation and Professional Services team is... ...professional with expertise in implementation and support to join a newly constructed and... ...closely with Data Solutions teams to support clients using Deep Sector and Industry‑specific...Flexible hours10000 FactSet Research Systems Inc.
New York, NY9 hours ago$80k - $100k
...big role in how we treat each other, our clients, and our communities. We believe that the... ...expectations. The Dealmakers and Wealth Implementation and Professional Services... ...professional with expertise in implementation and support to join our newly constructed and...Work experience placementWorldwideFlexible hoursFactSet
New York, NY1 day ago- Provides high-touch, in-office support to a team of Wealth Advisors overseeing portfolios for high-net-worth clients. Partners closely with assigned advisors to support client needs and objectives, serving as the primary point of contact and intake for most advisor and...Full timePart timeWork at officeLocal areaFlexible hoursShift workNight shiftDay shift
- Job Summary The Wealth Sales Support & Service Specialist will provide administrative support to one or more Financial Consultants (FC) and reports directly... ...appointments for account reviews, interacting with clients on service inquiries, processing client account transactions...Work at office
- ...our company. This role involves managing calls, scheduling, and supporting administrative tasks while ensuring exceptional customer... ...environment. You will enjoy flexible working conditions and be a vital part of our team in enhancing client experiences. #J-18808-Ljbffr...Remote workFlexible hours
INVICTA SOFTWARE
New York, NY2 days ago $50.34k - $103.48k
A financial services company located in New York seeks an Investment Support Specialist to provide essential support to clients and advisors, managing daily investment portfolios for Wealth Management. The candidate should have 3-5 years of relevant experience and a strong...- ...term career. Position Highlights Communicate with members to help them understand their benefit options Offer clear guidance and walk clients through available programs Keep informed about product updates and evolving service offerings Review coverage choices with members...Remote workWork from home
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kozmetickesluzby.vecnakraska.sk - Jobboard
New York, NY2 days ago - ...Mercier Consultancy is thrilled to announce a vacancy for a German Speaking Client Support Specialist to join our enthusiastic team! In this important role, you will serve as a key support contact for our German-speaking clients, addressing their inquiries and providing...Relocation package
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Brooklyn, NY1 day ago $18 per hour
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beHired Staffing
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Clubessential
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...Serv Recruitment Agency is seeking a Client Support Specialist on behalf of a fast-growing trading firm in the financial education space. This remote position involves managing client inquiries via live chat and email while troubleshooting trading questions and account...Hourly payFull timeRemote workMonday to FridayServ Recruitment Agency
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