ZipRecruiter

Log In

1

Freelance Ria Financial Services Jobs in Florida

Osaic

Client Service Specialist

Sun City Center, FL · On-site

$15.50 - $20.50/hr

Experience in a financial services, RIA, or professional services environment * Client-facing experience with high-net-worth or professional clientele Current Employees and Contractors Apply Here

ECG Resources

Financial Advisor

Delray Beach, FL · On-site

With a team-based advisory model and a comprehensive, planning-first approach to client service ... Series 65 license (RIA) and insurance licenses required. * 4+ years of experience within the wealth ...

ECG Resources

Financial Advisor

Delray Beach, FL

With a team-based advisory model and a comprehensive, planning-first approach to client service ... Series 65 license (RIA) and insurance licenses required. * 4+ years of experience within the wealth ...

ECG Resources

Financial Advisor

Delray Beach, FL · On-site

With a team-based advisory model and a comprehensive, planning-first approach to client service ... Series 65 license (RIA) and insurance licenses required. * 4+ years of experience within the wealth ...

Raymondjames

Risk Analyst, RCS

Saint Petersburg, FL

... RIA & Custody Services Division by identifying, assessing, and communicating business and ... Working knowledge of financial markets, investment products, and relevant regulatory frameworks ...

Mesirow

Senior Wealth Advisor

Boca Raton, FL · On-site

The Opportunity Mesirow is an independent, employee-owned financial services firm founded in 1937 ... RIA firms. Our advisors provide investment and fiduciary services to individuals, families ...

Osaic

Client Service Specialist

Sun City Center, FL · On-site

$13.75 - $18.25/hr

... a financial services, RIA, or professional services environment Client-facing experience with high-net-worth or professional clientele Equal Opportunity Employer Osaic is an equal opportunity ...

Osaic

Client Service Specialist

Sun City Center, FL

$13.75 - $18.25/hr

Experience in a financial services, RIA, or professional services environment * Client-facing experience with high-net-worth or professional clientele Equal Opportunity Employer Osaic is an equal ...

previous page

Showing results 41-60

All JobsRia Financial Services JobsFreelance Ria Financial Services JobsFreelance Ria Financial Services Jobs in Florida

Freelance Ria Financial Services information

What is a freelance RIA financial services provider?

Freelance Ria Financial Services typically refers to independent professionals who provide services related to Ria Financial, such as money transfers, remittance processing, and customer support, without being directly employed by the company. These freelancers may work with businesses or individuals to facilitate secure and compliant international money transfers using Ria's platform. Their responsibilities can include client onboarding, transaction management, and ensuring compliance with financial regulations. This flexibility allows them to offer Ria's services in various locations and cater to a diverse clientele.

What skills and qualifications are needed to thrive as a freelance RIA financial services provider?

To thrive as a Freelance Financial Services Provider for Ria, you need a solid understanding of financial products, money transfer regulations, and compliance procedures, often supported by relevant experience or certifications in finance or money services. Familiarity with Ria’s digital platforms, payment processing systems, and anti-money laundering (AML) tools is typically required. Excellent customer service skills, trustworthiness, and effective communication help build client relationships and ensure regulatory adherence. These skills and qualities are critical for delivering secure, efficient services and maintaining compliance in a competitive financial environment.

What challenges do freelance RIA financial services providers face, and how can they navigate them?

Freelance professionals working with Ria Financial Services often encounter challenges such as adapting to strict compliance requirements, managing multiple client transactions efficiently, and keeping up with evolving financial regulations. It's important to stay organized, maintain clear communication with Ria's support teams, and regularly update oneself on the latest anti-money laundering (AML) and KYC guidelines. Building strong relationships with both clients and Ria’s internal teams can help freelancers resolve issues quickly and ensure smooth operations.

What is the difference between Freelance Ria Financial Services vs Ria Money Transfer Agent?

AspectFreelance Ria Financial ServicesRia Money Transfer Agent
CredentialsTypically no formal credentials required, but knowledge of financial regulations helpsRequires registration with Ria, adherence to company policies
Work EnvironmentIndependent, flexible, often remote or home-basedPhysical location at authorized agent outlets or stores
Employer & Industry UsageIndependent contractor offering financial servicesPart of Ria's network of authorized agents for money transfer
Common Search & ComparisonOften searched by individuals seeking freelance financial servicesCompared for those wanting to become official Ria agents

Freelance Ria Financial Services typically involve independent work providing financial services without formal employment, while Ria Money Transfer Agents are authorized locations that facilitate money transfers as part of Ria's network. The main difference lies in the work setup and official registration requirements.

What are the most commonly searched types of Ria Financial Services jobs in Florida?

The most popular types of Ria Financial Services jobs in Florida are:

What cities in Florida are hiring for Freelance Ria Financial Services jobs?

Cities in Florida with the most Freelance Ria Financial Services job openings:

Freelance Ria Financial Services jobs near you

Client Service Specialist

Osaic

Sun City Center, FL • On-site

$15.50 - $20.50/hr

Other

Posted 11 days ago

Osaic rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Current Employees and Contractors Apply HereOsaic Careers

Client Service Specialist

The Client Service Specialist within the Payant Wealth Management Group serves as the first point of contact for clients, prospects, and visitors, delivering a high level of professionalism, warmth, and organization. This role is critical to ensuring smooth daily operations, excellent client experience, and effective administrative support within the advisory firm.

Location: Sun City Center

Role Type: Full Time (onsite)

Salary: $48,000 + bonus

Education Requirements

  • High School Diploma or GED equivalent (minimum required) or undergraduate degree (preferred)

Responsibilities

  • Greet and assist clients, prospective clients, and visitors in a professional and welcoming manner.

  • Schedule appointments and respond to general client inquiries and escalate issues as appropriate.

  • Maintain advisor calendars and coordinate follow-up meetings.

  • Confirm appointments and assist with rescheduling as needed.

  • Prepare and mail client birthday cards each month.

  • Order and maintain office supplies.

  • Provide general administrative support, as needed.

  • Assist with planning client events, workshops, and seminars.

  • Protect confidential client and firm information at all times.

Basic Requirements

  • Prior experience in a client service, administrative, or office support role

  • Strong interpersonal and communication skills (verbal and written)

  • Excellent organizational skills and attention to detail

  • Ability to manage multiple priorities in a fast-paced environment

  • Proficiency with Microsoft Office; experience with scheduling or CRM systems a plus

  • Professional demeanor and commitment to confidentiality

Preferred Requirements

  • Experience in a financial services, RIA, or professional services environment

  • Client-facing experience with high-net-worth or professional clientele

Current Employees and Contractors Apply Here

What Osaic employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Osaic logo

About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

View All Osaic Jobs

Apply