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

Remote Client Support Specialist - Financial Services

Fidelity Investments

Fidelity Investments Inc. offers a remote Client Support Specialist position for candidates in the Greater Charlotte Metro area. This role focuses on building relationships with high-net-worth clients, addressing their complex service needs, and facilitating customer loyalty. Responsibilities include managing inbound inquiries, processing trades, and providing expert guidance. Candidates should possess Series 7 certification, 2-3 years of financial services experience, and strong customer service skills. A competitive total rewards package is offered. #J-18808-Ljbffr

Vacancy posted 5 hours ago
Similar jobs that could be interesting for youBased on the Remote Client Support Specialist - Financial Services in Charlotte, NC vacancy
  •  ...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...  ...development opportunities. This position is remote but may require occasional onsite presence. #J-188... 
    Remote work

    Soteria Reinsurance Ltd.

    Austin, TX
    4 days ago
  •  ...A financial services company in the Greater Indianapolis area is seeking a Client Support Specialist to enhance relationships with high net worth clients. The ideal candidate will...  ...product guidance. This role is primarily remote, with hybrid requirements for certain associates... 
    Remote work

    Soteria Reinsurance Ltd.

    Indianapolis, IN
    4 days ago
  •  ...Investments Inc. is seeking a licensed Client Support Specialist to enhance relationships with high-net-worth clients. This remote role focuses on customer engagement and processing complex service requests. You will leverage your financial services experience and customer... 
    Remote work

    Fidelity Investments

    Orlando, FL
    1 day ago
  •  ...A financial services firm seeks a Customer Service Representative to provide support to clients regarding their financial decisions. This fully remote position requires strong communication skills, effective time management, and professionalism. The role involves responding... 
    Remote work
    Flexible hours

    Legacy Wealth Associates, LLC

    Phoenix, AZ
    4 days ago
  •  ...Treasury Client Support Specialist Cornerstone Capital Bancorp, Inc., headquartered in Houston, is a Texas-based financial services company dedicated to helping families, businesses, and communities...  ...(ACH, wires, Positive Pay, remote deposit capture, account transfers... 
    Remote work
    Temporary work
    Work from home

    Cornerstone Capital Bank

    Plano, TX
    23 hours ago
  • A financial services company is seeking individuals for a remote position where they will connect with clients to provide information about available benefits. Responsibilities include...  ...through programs, and providing ongoing support. This role offers flexible scheduling... 
    Remote work
    Flexible hours

    Ail

    Nashville, TN
    16 hours ago
  • The Gainey Agency is seeking a remote Client Support Agent based in the Charlotte, NC area. This independent contractor role offers flexible work-from-home arrangements within the financial services sector. Primary responsibilities include connecting with clients, providing... 
    Remote work
    For contractors
    Work from home
    Flexible hours

    The Gainey Agency

    Charlotte, NC
    4 days ago
  • $40k - $50k

     ...Job Family Transactions / Client Processing About Us At...  ..., we were among the first financial services companies in America to serve...  ...fixed annuities. These are supported by Transamerica Corporate ,...  ...designation (in-office, hybrid, remote) and operational needs.... 
    Remote work
    Worldwide

    Aegon Asset Management

    Cedar Rapids, IA
    4 days ago
  • $52k - $60k

     ...Family Transactions / Client Processing About Us...  ...ago, we were among the first financial services companies in America to serve...  ...fixed annuities. These are supported by Transamerica Corporate, which...  ...designation (in-office, hybrid, remote) and operational needs.... 
    Remote work
    Worldwide

    Transamerica Agency Network

    Cedar Rapids, IA
    4 days ago
  • Fidelity Investments is seeking a remote Client Support Specialist in the Greater Orlando Metro area. This role focuses on enhancing relationships...  ...requires Series 7 and 63 licenses. With 2-3 years in financial services, you will provide exceptional support through inbound... 
    Remote job

    Fidelity Investments

    Orlando, FL
    1 day ago
  • Russell Tobin is hiring a Customer Support Representative in Columbus, OH. The role entails...  ...accounts while providing exceptional service. Candidates should possess strong communication...  ...or relevant experience. After a fully remote training period of 4-5 weeks, the position... 
    Remote work

    Russell Tobin

    Columbus, OH
    4 days ago
  • $21 per hour

     ...Equivity, Inc. is looking for a Remote Legal Billing Assistant to support billing and client communications for a law firm. This part-time role requires managing invoices and coordinating with attorneys, utilizing Clio Manage. Key qualifications include experience in... 
    Remote work
    Part time

    Equivity

    Charlotte, NC
    4 days ago
  • $47k - $67k

     ...A leading financial services firm is seeking a Market Support Representative to support brokers and clients by establishing strong relationships and ensuring timely service delivery...  ...Microsoft Excel. The position offers a remote work schedule with core hours of 8:30 AM... 
    Remote work

    Equitable Advisors LLC

    New York, NY
    2 days ago
  • $15.25 - $16 per hour

     ...A healthcare service provider is seeking a Client Customer Service Support Representative to manage calls and address concerns in a remote environment. The ideal candidate should have a high school diploma and experience in customer service. This position offers flexible... 
    Remote work
    Hourly pay
    Flexible hours

    LabCorp

    Burlington, NC
    1 day ago
  •  ...Investment Account Support Specialist Safe Act Discover your future...  ...CPWM) provides investment services to clients with brokerage accounts in...  ...with clients- High touch, remote, consistent communication,...  ...Anticipate the complex financial needs of the client and educate... 
    Remote work

    Citi

    Jacksonville, FL
    16 hours ago
  • $44k - $80k

     ...Diego, Del Mar, Rancho Bernardo As a Client Support Specialist, you will be an integral part of a...  ...to $1 million and therefore a complex service and investment need. In this role,...  ...within 90 days ~2-3 years of previous financial services experience The Skills... 
    Remote work
    Work from home

    Fidelity Investments

    Remote
    16 hours ago
  •  ...Tampa, Clearwater, Sarasota Client Support Specialist We have an exciting opportunity for a remote, licensed Client Support...  ..., and therefore have complex service and investment needs. In this...  ...previous experience working in the financial services industry ~ Strong... 
    Remote work
    Work from home

    Fidelity Investments

    Florida, IN
    16 hours ago
  •  ...listed be low: Columbus As a Client Support Specialist, you will be an integral part of a fast...  ...$1 million and therefore a complex service and investment need. In this role, you...  ...within 90 days ~2-3 years of previous financial services experience The Skills... 
    Remote work

    Fidelity Investments

    Remote
    16 hours ago
  •  ...A remote service company is seeking a dedicated Customer Service Representative to assist clients by providing guidance and support through a structured service model. In this fully remote role, you will respond to customer inquiries, assist with scheduling, and ensure... 
    Remote work
    Work from home

    Traveling with Michaila

    Atlanta, GA
    4 days ago
  • A leading technology company is seeking a Customer Service Assistant to work from home. This role involves addressing customer inquiries...  ..., particularly in English. Join us to work in a dynamic and supportive environment, while contributing to customer satisfaction and... 
    Remote work
    Work from home

    Workoo Technologies

    Denver, CO
    4 days ago
  •  ...Almaaventurera is seeking a Remote Client Support Representative to assist clients throughout their travel journeys while working from home....  ...candidates will possess strong organization skills and customer service experience, particularly in travel or hospitality. The... 
    Remote work
    Work from home

    Almaaventurera

    Salt Lake City, UT
    2 days ago
  •  ...Neier Inc. is seeking a Remote Client Support Representative to assist existing and prospective clients while working from home. This role offers...  ...for interacting with clients, providing exceptional service, and adapting to various needs. Enjoy benefits including life... 
    Remote work
    Work from home
    Flexible hours

    Neier Inc

    Tigard, OR
    2 days ago
  •  ...A growing consulting company is seeking Independent Customer Service Contractors to work from home as Client Support Agents. You will handle customer service calls, resolve inquiries, and maintain compliance with program requirements. The role requires outstanding communication... 
    Remote work
    For contractors
    Work from home
    Flexible hours

    Kaizen Advance

    United States
    4 days ago
  •  ...AO Globe Life is hiring for a fully remote Work From Home position. This entry-level role offers complete training and support for licensing in Life & Health Insurance, requiring no prior experience. Applicants should possess strong communication skills and a reliable... 
    Remote work
    Work from home

    AO Globe Life

    New York, NY
    16 hours ago
  •  ...We are seeking a Remote Travel Customer Representative to support travelers before, during, and after their trips. In...  ...work-from-home role, you will assist clients with travel-related questions,...  ...verbal communication skills Customer service experience (travel, hospitality,... 
    Remote work
    Work from home
    Flexible hours

    Cselitegetaways

    Augusta, GA
    4 days ago
  •  ...A growing consulting company is onboarding independent customer service contractors to work from home. This role involves handling customer service calls, resolving inquiries, and documenting details. Candidates must be U.S. residents, at least 18 years old, and able to... 
    Remote work
    For contractors
    Work from home
    Flexible hours

    Kaizen Advance

    Pine Bluff, AR
    4 days ago
  •  ...A customer service organization is seeking a Remote Customer Service Specialist for a fully remote position, allowing flexibility and a balanced work-life environment. This role involves handling client calls, setting up appointments, and advising clients on services and... 
    Remote work

    srecruiting

    Berkeley, CA
    4 days ago
  •  ...Horizonremotecareers is seeking motivated and customer-focused individuals to join their remote team in Chicago, Illinois. You will assist clients with inquiries, manage online requests, and support the booking and scheduling process. The ideal candidate should possess strong... 
    Remote work
    Flexible hours

    Horizonremotecareers

    Chicago, IL
    23 hours ago
  •  ...benefit options Offer clear guidance and walk clients through available programs Keep informed about product updates and evolving service offerings Review coverage choices with...  ...potential Company-sponsored travel rewards Fully remote work setup If you’re searching for a... 
    Remote work
    Work from home

    American Income LifeInsurance Co

    New York, NY
    2 days ago
  •  ...LJ Horizons is seeking a dependable Client Services Representative to provide support to clients in a fully remote environment. The ideal candidate will have strong communication skills and a detail-oriented mindset to manage client interactions effectively. This role... 
    Remote work
    Flexible hours

    Ljhorizons

    Bismarck, ND
    23 hours ago

Do you want to receive more vacancies?

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