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
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...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 workWorldwide$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 workWorldwide- 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
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$21 per hour
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...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 workHourly payFlexible hours- ...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
$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 workWork from home- ...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 workWork from home
- ...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
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- ...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 workWork from home
- ...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 workFlexible hours
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