Client Services Specialist — Financial Advisory Support
Advisor Talent Solutions
REAP Financial Group in Austin, TX is seeking a Client Service Specialist to ensure smooth day-to-day operations and provide superior service to existing clients and prospects. The role supports Advisors with pre-appointment prep, manages client data in the CRM, coordinates new business and reports, and handles calls and general office duties in a fast-paced environment. The ideal candidate will have financial industry experience, strong organizational skills, and a proactive approach. #J-18808-Ljbffr Advisor Talent Solutions
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Client Services Specialist — Financial Advisory Support in Austin, TX vacancy
- ...accelerates growth and value for our clients through sustained customer... ...are:An expert in customer support and contact centers, with an... ...support in a digital, self-service manner and you’re ready to apply... ...(e. g. customer, process, financial benchmarks); web/chat/ email...FinancialFull timeContract workLive inWork at officeLocal area
$179.5k - $280.5k
Position SummaryThe CFO Advisory Director leads the... ...to ensure high-quality client outcomes. The Director... ...coaching, mentoring, and supporting professional... ...manage risks in client service deliveryDeliver timely... ...accounting concepts for both financial and non-financial audiencesProvide...FinancialFull timeWork experience placementWork at officeLocal area$106.9k - $171k
...continued growth within our CFO Advisory practice, Cherry Bekaert is... ...with travel as needed to support client engagements and team collaboration... ...challenges, enhance financial reporting processes, and navigate... ...clients across Financial Services, Industrial & Consumer Goods...FinancialFull timeWork experience placementLocal areaImmediate startRemote work- ...You'll be the person clients trust to know their lives... ...Austin-based advisory practice, you're the connective... ..., the client, and the service team, keeping... ...years in a client-facing support or relationship role at... ...wealth management or financial services firm (wirehouse...Financial
$120k - $140k
...The Tax Manager, Transaction Advisory Services is an essential team member that... ...are executed timely and that client expectations are met, if not exceeded, and support the overall delivery of the national... ...reflected in their financial models, and assists clients in...Financial$25 per hour
...Job Position: Client Success Specialist Pay Rate: $25.00/hr Description: Our client is a US... ...a growing roster of clients across financial services, legal-tech, construction, and enterprise... ...customers who need responsive support. They're opening this role to make sure...FinancialFull timeWork at officeRemote workFlexible hoursThe A List Staffing
Austin, TX3 days ago- Finance & Accounting Advisory - Senior Manager Senior... ...and interact with clients and their Big 4 auditors... ...client deliverables of financial and regulatory information... .... Experience supporting public company transactions... ...exceptional client service and developing future...FinancialWork at officeRemote work
$59k - $90k
...it may lead. That includes supporting you both in and outside of... ..., emotional, mental, and financial health, with an emphasis on... ...Position Summary: The Client Arrangements Specialist supports the Client Arrangements... ...skills Strong client service, analytical and problem-...FinancialFull timeWork at office- A financial planning firm in Austin, Texas is seeking a Client Service Associate to empower clients by providing tailored financial strategies. This role includes managing client interactions, onboarding, and supporting the firm's operations. The ideal candidate is required...Financial
- Client Experience Specialist - Financial Services Client Experience Specialist - Financial Services 15 hours ago Be among the first 25 applicants Get AI-powered... ...Specialist to join a high-touch service team supporting independent financial advisors and their firms. This...FinancialFull timeWork at officeLocal areaMonday to FridayRotating shift
- REAP Financial Group in Northwest Austin is seeking a Client Service Specialist to ensure smooth day-to-day operations and superior client service. You will handle new... ...calls, CRM updates, and appointment preparation, supporting Advisors with reviews and reports. Ideal...FinancialWork at officeMonday to Friday
- ...Development Representative Kestra Financial is a wealth management... ...and deliver exceptional client service. We combine advanced business... ...unmatched scale, efficiency, and support. Our advisor-focused culture... ...securities and investment advisory solutions to their clients....Financial
- Commercial Litigation Legal Assistant (Client Delivery Specialist) Job Category : Administrative Support Requisition Number : CORPO0029... ...Husch Blackwell LLP is a full-service litigation and business law... .... Billing, Collections & Financial Coordination Assists attorneys...FinancialFull timeWork at office3 days per week
$99k - $232k
...Capital Markets and Accounting Advisory Services)Management LevelManagerJob... ...on technical accounting, financial reporting, transaction structures... ...topics. You will advise clients on complex accounting advisory... ...strategic advice and support to clients in areas such as...FinancialFull timeH1b$155k - $410k
...Capital Markets and Accounting Advisory Services)Management LevelDirectorJob... ...on technical accounting, financial reporting, transaction structures... ...topics. You will advise clients on complex accounting advisory... ...timely and effective client support- Building and maintaining...FinancialFull timeH1b- ...Sr. Sales Support Coordinator - Talent Community CBRE is using... .... About the Role As a Client Services Coordinator, you will be... ...commissions and basic knowledge of financial terms and concepts with the... ...four business segments: Advisory (leasing, sales, debt origination...FinancialWork at officeLocal areaVisa sponsorshipFlexible hours
- ...with a Top 20 CPA and advisory firm that Accounts for... ...industries, Aprio ensures clients are prepared for... ...Estate Client Accounting Services team and you will help... ...draft work papers and financials provided by global... ...Assistance Program and CPA support program with cash...FinancialFull timeFor contractorsFor subcontractorWork at officeLocal areaRemote workFlexible hours
- ...MicroVentures Investment Support Specialist MicroVentures gives both accredited... ...startups. We are one of the financial industry's first... ...same terms. We are looking for service-oriented individuals to help... ...will provide an exceptional client experience to our investors...FinancialImmediate start
MicroVentures
Austin, TX2 days ago $40k - $45k
...Client Services Representative II We're a fast-growing, privately held insurance company on a... ...experiences for our policyholders and financial professionals. In this role, you'll serve... ...requests, and providing knowledgeable support across our life insurance and annuity products...FinancialWork at officeProsperity
Austin, TX2 days ago$77k - $202k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelSenior AssociateJob... ...guidance on technical accounting, financial reporting, transaction structures, and... ...markets topics. You will advise clients on complex accounting advisory and...FinancialFull timeH1b- ...member in Austin, TX to provide timely client transactions and high-quality service. You will educate clients on self-service options, support sales efforts, and contribute to IRM initiatives... ...with branch teams to help clients meet financial goals. #J-18808-Ljbffr TruistFinancial
- ...Senior Customer Support Specialist Apex Fintech Solutions (Apex) powers... ...automate, and facilitate access to financial markets for all. Our robust... ...enables us to support clients such as Stash, Betterment, SoFi... ...the efficient delivery of services and operational processes to...FinancialWork at officeWork from home
Apex Fintech Solutions
Austin, TX2 days ago - Fidelity Investments Inc. seeks a Financial Representative to be the... ..., delivering high-quality client service and building long-lasting relationships... ...act as a subject matter specialist in compliance and front... ...branch success. You will support Fidelity’s valued clients daily...Financial
$65k - $100k
...Client Concierge SpecialistAt Stand, you'll help build... ...Client Concierge Specialist to join Stand's growing... ...team. You'll own the service experience for our high... ...policy follow-ups to supporting renewals and managing... ...experience in insurance, financial services, or customer-...FinancialFull timeH1bWork at officeVisa sponsorshipWork visaStand
Austin, TX3 days ago- ...TX is seeking a customer-focused professional to provide daily support to our valued clients. You will engage with clients over the phone, assess needs, and facilitate introductions to appropriate services, contributing to strong, lasting relationships. The role offers...Financial
- ...daily routine? Join our expanding virtual advisory team. You will guide clients through high-value financial solutions, supported by a structured training framework and continuous... ...Match client requirements with customized service packages. Deliver continuous client...FinancialRemote jobWork at officeWork from home
- ...Account Associate in Austin, TX to support the U.S. Global Wealth... ...maintain strong relationships with financial advisors across the territory... ...emphasizes market insights, client engagement, and the use of... ...and tailored client service. #J-18808-Ljbffr PIMCO Ltd....Financial
$45k - $60k
REAP Financial Group is a boutique investment advisory firm that specializes in Retirement Planning... ...superior customer service to existing clients & prospects. As a Client Service Specialist you will perform industry... ...LLC family of companies, supports independent advisor...FinancialWork at officeHome officeMonday to FridayFlexible hours$45k - $60k
Overview Position: Client Service Specialist Firm: REAP Financial Group Location: Austin, TX REAP Financial Group is a boutique investment advisory firm that specializes in Retirement Planning. Our mission statement is to “Empower families to reimagine what matters most...FinancialWork at officeHome officeMonday to FridayFlexible hours- ...United States. Akerman is seeking a Client Development Specialist in the Litigation Practice Group.... ...assists in implementing programs that support practice group business plans and... ...experience, preferably with an AmLaw 100, financial services, or professional services firm, in...Financial
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Specialist — Financial Advisory Support. Be the first to apply!
Related searches
- benefits customer care representative Austin, TX
- benefit customer service representative Austin, TX
- client service consultant Austin, TX
- customer service representative night shift Austin, TX
- customer service representative insurance Austin, TX
- customer service representative data entry Austin, TX
- card services representative Austin, TX
- customer service sales representative Austin, TX
- customer resolution specialist Austin, TX
- customer service associate Austin, TX