Hillsborough, CA · Remote
$70K - $75K/yr
Position Overview We are seeking a Financial Services Specialist to support our growing financial ... Client-focused mindset * Remote work capability * Licensing eligibility Compensation & Benefits
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Hillsborough, CA · Remote
$70K - $75K/yr
Position Overview We are seeking a Financial Services Specialist to support our growing financial ... Client-focused mindset * Remote work capability * Licensing eligibility Compensation & Benefits
Tuxedo Park, NY · On-site +1
$70K - $75K/yr
Position Overview The Client Services Specialist supports client-facing operations by coordinating ... Remote work environment * Performance-based compensation * Structured training and advancement ...
Tuxedo Park, NY · On-site +1
$70K - $75K/yr
Position Overview The Client Services Specialist supports client-facing operations by coordinating ... Remote work environment * Performance-based compensation * Structured training and advancement ...
Hillsborough, CA · On-site +1
$70K - $75K/yr
Remote work capability * Licensing eligibility Compensation & Benefits * Performance-based ... Training and licensing support Career Path Client services → education → leadership.
Hillsborough, CA · On-site +1
$70K - $75K/yr
Remote work capability * Licensing eligibility Compensation & Benefits * Performance-based ... Training and licensing support Career Path Client services → education → leadership.
Hillsborough, CA · Remote
$70K - $75K/yr
Position Overview We are seeking a Financial Services Specialist to support our growing financial ... Remote work capability * Licensing eligibility Compensation & Benefits * Performance-based ...
Hillsborough, CA · Remote
$70K - $75K/yr
Position Overview We are seeking a Financial Services Specialist to support our growing financial ... Remote work capability * Licensing eligibility Compensation & Benefits * Performance-based ...
Fort Lauderdale, FL · On-site +1
$16.25 - $21.50/hr
Client Services Specialist Position Summary: The Client Services Specialist is responsible for multiple aspects of the department, including business development, marketing, implementation efforts ...
Fort Lauderdale, FL · On-site +1
$16.25 - $21.50/hr
Client Services Specialist Position Summary: The Client Services Specialist is responsible for multiple aspects of the department, including business development, marketing, implementation efforts ...
Denver, CO · Remote
$38K - $70K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
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Denver, CO · Remote
$38K - $70K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
Springfield, IL · Remote
$38K - $70K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
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Springfield, IL · Remote
$38K - $70K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
Sacramento, CA · Remote
$40K - $85K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
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Sacramento, CA · Remote
$40K - $85K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
Trenton, NJ · Remote
$40K - $85K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
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Trenton, NJ · Remote
$40K - $85K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
Raleigh, NC · Remote
$33K - $62K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
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Raleigh, NC · Remote
$33K - $62K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
Tallahassee, FL · Remote
$30K - $50K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
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Tallahassee, FL · Remote
$30K - $50K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
Phoenix, AZ · Remote
$34K - $62K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
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Phoenix, AZ · Remote
$34K - $62K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
Atlanta, GA · Remote
$32K - $60K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
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Atlanta, GA · Remote
$32K - $60K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
Richmond, VA · Remote
$35K - $65K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
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Richmond, VA · Remote
$35K - $65K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
Annapolis, MD · Remote
$40K - $75K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
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Annapolis, MD · Remote
$40K - $75K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
Olympia, WA · Remote
$40K - $85K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
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Olympia, WA · Remote
$40K - $85K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
Harrisburg, PA · Remote
$35K - $68K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
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Harrisburg, PA · Remote
$35K - $68K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
Boston, MA · Remote
$40K - $85K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
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Boston, MA · Remote
$40K - $85K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
Austin, TX · Remote
$32K - $60K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
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Austin, TX · Remote
$32K - $60K/yr
Position Overview This role supports a growing financial services organization by delivering ... Ability to work independently in a remote environment * Willingness to obtain required state ...
$56K - $81K/yr
The Client Services Specialist plays a critical role in delivering exceptional service and ... To review our candidate privacy notice, click here. #LI-Remote
$56K - $81K/yr
The Client Services Specialist plays a critical role in delivering exceptional service and ... To review our candidate privacy notice, click here. #LI-Remote
$11.30 - $13.99
3% of jobs
$13.99 - $16.67
18% of jobs
$17.08 is the 25th percentile. Wages below this are outliers.
$16.67 - $19.36
26% of jobs
The median wage is $19.97 / hr.
$19.36 - $22.05
12% of jobs
$22.05 - $24.74
11% of jobs
$26.02 is the 75th percentile. Wages above this are outliers.
$24.74 - $27.43
12% of jobs
$27.43 - $30.11
6% of jobs
$30.11 - $32.80
4% of jobs
$32.80 - $35.49
2% of jobs
$35.49 - $38.18
2% of jobs
$38.18 - $40.87
4% of jobs
$11
$23
$40
Remote Client Services Specialists often face challenges such as managing client expectations across different time zones, maintaining clear communication without in-person interaction, and juggling multiple client requests simultaneously. To address these challenges, many teams implement structured workflows, utilize collaboration and project management tools, and schedule regular check-ins with clients. Effective time management and proactive communication are key to ensuring all client needs are met promptly. Additionally, organizations frequently provide ongoing training and support networks to help remote specialists stay connected and successful in their roles.
To thrive as a Remote Client Services Specialist, you need strong customer service skills, problem-solving abilities, and experience in client management, usually supported by a relevant degree or equivalent experience. Familiarity with CRM platforms, communication tools like Zoom or Slack, and sometimes ticketing systems is common in this role. Excellent written and verbal communication, strong organizational skills, and the ability to work independently make candidates stand out. These qualities ensure successful client relationships, efficient remote collaboration, and high levels of client satisfaction.
A Remote Client Services Specialist is responsible for assisting clients with inquiries, troubleshooting issues, and providing support through various communication channels such as phone, email, or chat. They work remotely, ensuring customer satisfaction by addressing concerns and offering solutions efficiently. This role requires strong communication skills, problem-solving abilities, and familiarity with company products or services. Additionally, specialists may handle account management, process requests, and collaborate with internal teams to enhance the customer experience.
Hillsborough, CA • Remote
$70K - $75K/yr
Full-time
Posted 5 days ago
We are seeking a Financial Services Specialist to support our growing financial services organization. This role focuses on delivering structured financial education, guiding individuals through foundational financial concepts, and supporting long-term financial planning initiatives.
The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.
Key ResponsibilitiesClient services education leadership.
