High Net Worth Client Support Specialist
Fidelity Investments Inc.
Fidelity Investments Inc. in Texas is seeking a Client Support Specialist to serve high net worth clients with assets from $250k to $1M. You will handle inbound calls, provide product and service guidance, and process transactions across options, equities, mutual funds and fixed income. The role requires Series 7 and Series 63 (or ability to obtain within 90 days) and 2-3 years of financial services experience. #J-18808-Ljbffr Fidelity Investments Inc.
- ...provide immigration sponsorship for this position. As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented... ...that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore...High net worthRemote jobFull time
- ...MicroVentures Investment Support Specialist MicroVentures gives both accredited and non-accredited... ...: You will provide an exceptional client experience to our investors through... ...chat/email reviews Work with our high net worth accredited investors to ensure a smooth...High net worthImmediate start
$44k - $70k
...Client Support Specialist We’re searching for individuals to join our dynamic team and enhance our customer experience in the Premiums Support... ...recommendations for internal and external stakeholders Highly organized, with the ability to effectively communicate milestones...SuggestedWork at officeLocal area3 days per week- ...Ontic Software Support Role Ontic provides software that helps corporate and government security teams identify threats, assess risk... .... You'll spend most of your time interacting directly with clients and ensuring that they have an amazing experience using the Ontic...SuggestedWork at officeRemote workHome officeFlexible hours
- Star Club Corp is seeking a reliable Office Clerk to support daily office operations, administrative tasks, and customer-facing activities. This entry-level role is ideal for someone who enjoys organization and helping a professional team. The position involves handling...SuggestedWork at office
- PedrosVacations is seeking a Remote Customer Service Representative to support clients from a fully remote home office. You will answer questions, provide updates, handle scheduling needs, service requests, and general coordination with a focus on clarity and professionalism...Remote jobHome office
- 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...
- Hellosunshinetravels is seeking a Remote Customer Service Representative to join our growing team. You will support clients by delivering outstanding service, coordinating communications, and maintaining accurate records in a fully remote environment. The ideal candidate...Remote jobFlexible hours
- Farther is seeking a client-facing operations specialist to support its Bee Cave, TX advisory practice. You will manage calendars, handle client calls, coordinate with the service team, and maintain CRM records to keep the advisor focused on growth. The ideal candidate...
- ...handle all aspects of enrollment, including communication with clients and brokers, data entry, and filing. The role emphasizes daily quality... ...health, dental, vision, life insurance, PTO, and more. High school diploma required; prior administrative experience is helpful...Shift work
- ...seeking an inbound call center agent to handle client inquiries via phone, document issues in... ...with internal teams to ensure a smooth support experience. You will follow call... ...thrive in a fast-paced tech environment. A high school diploma and strong communication are...
$20 per hour
...Client Service Specialist Foundation Communities owns and operates two Prosper Centers in Austin,... ...financial wellness programs, and college support services. The Client Service... ...needs across programs, especially during high-volume seasons Ensure programs have...Seasonal workWork at officeAfternoon shift- 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...
- Marsh is seeking a detail-oriented professional to support the client support team in Austin, TX. The hybrid role entails coordinating policy renewals, preparing renewal documents, and ensuring timely follow-up while following Marsh compliance standards. You will collaborate...
- Aisles & Abroad is seeking an Online Travel Customer Representative to assist clients with inquiries and travel coordination in a fully remote role. You will communicate with clients, manage requests, and ensure accuracy and timely updates, while delivering a consistently...Remote job
- National Wealth Management Firm in Austin, TX seeks a Senior Client Advisor to serve as primary contact for high-net-worth clients, delivering full wealth management services with a high-touch approach. This role builds referral networks, collaborates with Trust and Wealth...High net worth
$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- ...is seeking a tax professional to serve high net worth families, closely held businesses, estates... ...to lower taxes, and collaborate with clients and team to meet deadlines while... ...opportunities for professional growth within a supportive, inclusive #J-18808-Ljbffr RSMHigh net worthFlexible hours
- ...Office Enterprise practice in Austin, TX. You will advise ultra-high-net-worth families on tax planning, compliance, and wealth strategies,... ...taxation, CPA/EA/JD, and strong communication skills. A diverse client base and opportunity for growth are offered with a...High net worthWork at office
$141k - $290k
Weaver is seeking a Senior Manager for its Private Client Services to provide federal tax compliance and planning services for high-net-worth individuals and privately-held businesses. The ideal candidate will have a CPA and at least 7 years of experience. This role involves...High net worthFlexible hours- ...provider of professional services for the middle market, offering a culture that values growth, collaboration, and client focus. The role supports high net worth families, estates, and private foundations through strategic tax planning and compliance work. The candidate...High net worth
- ...professional services firm serving the middle market. The firm helps high net worth families, closely held businesses, estates and foundations... ...legislation, and contributing to innovative tax strategies that reduce clients’ overall tax burden. #J-18808-Ljbffr RSM US LLPHigh net worthFlexible hours
- ...Financial Services Organization EDGE practice in the US. The role focuses on delivering tax compliance and advisory services to high-net-worth clients, including privately held companies and their owners. You will lead engagements, mentor staff, and coordinate with cross-...High net worthLocal area
$141k - $290k
...talented tax leaders at the Senior Manager level to join our growing firm. A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high‑net‑worth individual clients and privately‑held businesses. A Tax Senior Manager works...High net worthFlexible hours$125k - $191k
...people. It’s why we commit to supporting our people not just in their... ...selves. Our goal is to balance high development with high... ...Weaver is looking for a Private Client Services Tax Manager to join... ...and planning services to high-net-worth individual clients and privately...High net worthFull timeFlexible hours$105.38k - $215.38k
...building trusted relationships with high-net-worth individuals, families, and their... ...’ll do As a Deloitte Tax Manager supporting our Individual Tax Services -... ...identify issues, and coordinate with specialists when needed.Build strong client relationships through clear,...High net worthWork at officeLocal area- ...identifying and qualifying strategic targets and advising owners on value points such as succession and growth pathways. You will engage high-net-worth individuals in high-level conversations, with training provided and a commission-driven, uncapped bonus structure. #J-18808-...High net worth
$125k - $185k
Tax Manager - High-Net-Worth & Family OfficeJoin a sophisticated family office practice where a $125,000-$185,000 base salary, high-impact client advisory, and a clear path toward senior leadership await an experienced tax professional ready to shape the financial lives...High net worthPermanent employmentFull timeWork at office$70.4k - $84k
...is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional... ...'s nowhere like RSM. Responsibilities: Working with high net worth families, closely held businesses, estates, trusts and private...High net worthWork experience placementLocal area$220k - $225k
...Philanthropy Practice leadership team, supporting our Partners in shaping opportunities for... ...scale impact with private foundations, high net worth individuals/families, NGOs, and... ...the essential connective tissue between Client Service Teams (CSTs), Practice leadership...High net worthHourly payApprenticeshipWork at officeEasy workShift work
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