Remote Client Service Specialist - Wealth Advisory
Focus Partners Wealth
- Remote job
Focus Partners Wealth, located in Los Angeles, CA, seeks a Client Service Specialist who provides exemplary service to clients and advisors. In this remote position, candidates should be located in the Pacific Time Zone. Responsibilities include client issue resolution, operational support, and effective communication across various platforms. The position entails using Salesforce to manage client cases and requires a minimum of 3 years in the RIA industry with strong problem-solving skills. Focus Partners Wealth offers competitive pay and a comprehensive benefits package. #J-18808-Ljbffr Focus Partners Wealth
- Focus Partners Wealth in Needham is looking for a Client Service Specialist to provide exceptional service and exceed client... ...communicate with custodians, and support advisory teams. A passion for client... ...(3 days in-office, 2 days remote), emphasizing flexibility and adaptability...Remote workWork at office
- ...Partners in Atlanta, Georgia, is seeking a Client Service Specialist responsible for providing exceptional service to advisory teams and clients. The role requires 3+ years... ...flexibility with 3 days in-office and 2 days remote work weekly. A commitment to client...Remote workWork at office
$80k - $100k
Alta Wealth Partners is hiring a Remote Client Service Associate. The role involves managing client requests, supporting advisors, and handling various administrative tasks efficiently. Ideal candidates should have a minimum of 5 years in financial services, with strong...Remote job- The Strategic Implementer is seeking a Client Service Associate to join their wealth management team remotely. The ideal candidate will have at least 5 years of financial services experience, with a strong client service background. Responsibilities include responding...Remote jobWork at officeFlexible hours
$25 - $44 per hour
Bank of America is hiring for a role supporting client service needs for Financial Advisors within Merrill Wealth Management. The position requires a High School Diploma and emphasizes a client-centric mindset, attention to detail, and the ability to learn. Candidates will...Remote jobHourly payWork at officeDay shift$65k - $80k
Oakwell Private Wealth Management LLC based in Austin, TX is looking for a Fully Remote Client Service Onboarding Specialist to join the team. This role focuses on preparing for new client onboardings, responding to client requests, and supporting advisors in their tasks...Remote job$110k - $120k
A leading financial advisory firm is seeking an Associate Wealth Advisor in Portland, Oregon. This role involves developing financial... ..., Series 65, and 2+ years of financial service experience. The position allows for remote work but requires travel. Compensation includes...Remote job- At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and... ...extraordinary customer service while maintaining a strong... ...New Client Investment Specialist in J.P. Morgan Wealth... ...days a week and work remote two days. Department...Remote workWork at officeMonday to Friday3 days per week
- ...Description At J.P. Morgan Wealth Management, we have an... ...for helping our clients, building relationships... ...extraordinary customer service while maintaining a... ...New Client Investment Specialist in J.P. Morgan Wealth... ...days a week and work remote two days. Department...Remote workWork at officeMonday to Friday3 days per week
- 711 MS Smith Barney, LLC, based in Homewood, Illinois, is seeking Client Service Associates who will provide exceptional service to clients while supporting Financial Advisors and Wealth Advisors. The ideal candidate will have strong interpersonal skills, be client-focused...
- Corient Services LLC is looking for a motivated individual to provide administrative support for advisory teams in Columbus, Ohio. You will administer client data, monitor paperwork, and maintain the CRM system, acting as the primary contact with custodians and coordinating...Flexible hours
$60k - $85k
A wealth management firm is seeking a Client Service Specialist in Chicago to serve as the main point of contact for clients. Responsibilities include coordinating client requests, scheduling meetings, and managing client documentation through systems like Salesforce. Ideal...$70k - $75k
...while this position is remote, qualified... ...accurate and timely service daily to advisors and clients with a “one contact... ...members, and provide advisory team coverage support... ...The Client Service Specialist is a non-exempt position... .... Focus Partners Wealth is an organization...Remote workWork at officeLocal area$55k
Responsibilities Gather client information and develop risk‑management recommendations for... ...written communication. Excellent client service and problem‑solving skills. Comfortable working... ...(3) days per week, with remaining days remote; specific in‑office days may vary by team...Remote workContract workWork at office3 days per week- Apella Wealth is an employee‑owned, wealth advisory firm (RIA) headquartered in West... ...world‑class, client‑relevant capabilities... ...to putting client service first in all they do... ...meetings with some remote work flexibility as... ...Client Relationship Specialist, you’ll serve as a...Remote workTemporary workWork at officeFlexible hoursShift work
- A financial advisory firm based in Dallas is seeking a Client Services Specialist (CSS) with at least 2 years of client service experience in financial services. The role focuses on supporting Wealth Advisors by handling account maintenance, providing exceptional customer...Full time
- Kestra Holdings is looking for a Service Advisor in Fairfield, NJ. This role requires 5+ years of experience in financial planning and strong client communication skills. The Service Advisor will help transition and service an established book of clients, ensuring excellence...Flexible hours
- A boutique financial advisory firm is seeking a Wealth Management Client Service Associate to manage client onboarding, service requests, and account maintenance. The role offers a supportive environment for professional growth and emphasizes teamwork and ethics. With responsibilities...
- ...Position: Client Services Specialist (100% Remote - Part-Time/Flexible) About GFI Ikigai At GFI Ikigai, our mission is to address financial illiteracy... ...within the management realm. Key Responsibilities Client Advisory: Act as the primary contact for clients, ensuring their...Remote workFull timePart timeFlexible hours
- Join a leading financial service provider as an Advisory Assistant, where your role will be pivotal in supporting advisors and enhancing client relationships. This position offers a dynamic environment where you'll engage with clients, manage documentation, and contribute...
- ...Remote Jobs is seeking a Client Support Specialist to enhance relationships with high net worth clients. You will engage with customers, provide product guidance... ...certification, 2-3 years of experience in financial services, and strong problem resolution skills. This role...Remote work
$1,500 - $2,500 per month
...company with two divisions: HR Advisory (behavioral health and HHS... ...serving behavioral health and HHS clients. About This Role TWF's... ...-led, advisory-grade services practice Founder-led with... ...fluency How We Work Remote, Eastern Time Async-friendly...Remote workHourly payContract work$80k - $95k
Accounting Advisory Services Senior Associate or Supervisor 6 days ago Be among the first 25 applicants... ...finance support and guidance to our clients, our team has the knowledge and... ...clients in a professional manner through remote conferencing and/or in‑person client meetings...Remote workFull timeFlexible hours- A boutique wealth advisory firm is seeking a Full-Time Operations & Client Services Administrator in Manchester, CT. This role involves mastering workflows to enhance operational excellence and providing exceptional client support. Key tasks include application processing...Full time
$80k - $95k
Position Client Services & Operations Specialist - Private Wealth The Company AlphaCore is a fast-growing, innovative wealth advisory firm. We build customized financial solutions for individuals and families. We deliver our recommendations in a customized format based...Full timeWork at officeRelocationMonday to FridayFlexible hours- A remote services company is seeking individuals for a client advisory role that allows for 100% remote work. You will connect with clients who have requested information on available benefits, guide them through their options, and provide a supportive, professional experience...Remote jobFlexible hours
- ...Description This is a 100% remote position requiring regular... ...awareness to account managers of Advisory opportunities. Contribute... ...specialized Advisory services by providing input on customer... ...assigned specialty services to clients based on highly technical knowledge...Remote work
- Modera Wealth Management is seeking a Client Service Specialist to support financial advisors and enhance client service in McLean, VA. The role involves providing... ...opportunities for professional growth and partial remote work, along with competitive benefits including...Remote job
- ...Why Work at Modera Wealth? Modera Wealth Management... ...impact on the lives of our clients through comprehensive... ...a personalized service experience with our distinct... ...for a Client Service Specialist in McLean, VA to... ...continuing education. Partial remote work. Modera Wealth...Remote workWork at officeLocal area
$65k - $80k
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking a Fully Remote Client Service Onboarding Specialist to join our team. At Oakwell, we pride ourselves on building relationships with our clients through education, integrity...Remote workFull timeWork from home
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