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Remote Erisa Jobs in Boca Raton, FL (NOW HIRING)

Must have a working knowledge of government regulations that apply to benefit programs (Section 125, ERISA, COBRA, HIPAA, PPACA, DOL, IRS, etc.) and general knowledge of Federal and State mandated ...

Must have a working knowledge of government regulations that apply to benefit programs (Section 125, ERISA, COBRA, HIPAA, PPACA, DOL, IRS, etc.) and general knowledge of Federal and State mandated ...

Remote Erisa information

What is the difference between Remote Erisa vs Remote Benefits Specialist?

AspectRemote ErisaRemote Benefits Specialist
Required CredentialsERISA certifications, knowledge of employee benefits lawsBenefits administration certifications, HR knowledge
Work EnvironmentCorporate or consulting firms, remote options commonHR departments, benefits providers, remote roles available
Industry UsageFinance, insurance, employee benefits consultingHuman resources, employee benefits management
Common Search IntentUnderstanding ERISA compliance, benefits regulationsManaging employee benefits, benefits program administration

Remote Erisa professionals focus on ERISA compliance and employee benefits regulations, often requiring specialized certifications. Remote Benefits Specialists handle benefits administration and employee support, with overlapping skills but different primary responsibilities. Both roles are vital in HR and benefits industries, with some roles blending responsibilities depending on the employer.

What are some common challenges faced by professionals in a remote ERISA compliance role, and how can they be addressed?

One common challenge in a remote ERISA (Employee Retirement Income Security Act) compliance role is staying updated with frequently changing federal regulations and ensuring consistent communication with clients and team members. Remote work can sometimes lead to delays in sharing important compliance updates or coordinating document reviews. To address these challenges, professionals often use collaborative software, maintain regular virtual meetings, and subscribe to industry newsletters to stay informed. Establishing clear processes for document management and communication also helps maintain compliance and efficiency in a remote setting.

What are the key skills and qualifications needed to thrive as a Remote ERISA Specialist, and why are they important?

To thrive as a Remote ERISA Specialist, you need in-depth knowledge of employee benefits law, particularly ERISA regulations, often supported by a bachelor’s degree in a related field and experience with benefits administration or compliance. Familiarity with benefits management software, compliance tracking systems, and relevant certifications such as CEBS (Certified Employee Benefit Specialist) are highly valued. Strong analytical thinking, attention to detail, and effective communication are crucial soft skills for interpreting regulations and advising clients. These skills ensure accurate compliance, minimize legal risks, and support clients in navigating complex benefits requirements remotely.

Is ERISA law difficult?

ERISA law can be complex due to its detailed regulations governing employee benefit plans, requiring knowledge of federal statutes and compliance requirements. Professionals working with ERISA often need strong understanding of legal, financial, and regulatory concepts, and may pursue certifications such as the ERISA Attorney designation or related training. The difficulty level varies based on experience and familiarity with employee benefits law.

What's the highest paying legal job?

In the legal field, roles such as law firm partners, corporate general counsels, and senior trial attorneys tend to have the highest salaries. These positions often require extensive experience, advanced degrees, and strong negotiation or leadership skills, with top earners making several hundred thousand to over a million dollars annually.

What employers does ERISA apply to?

ERISA (Employee Retirement Income Security Act) applies to private-sector employers that offer employee benefit plans, such as retirement, health, and welfare plans. It sets standards for plan administration, funding, and fiduciary responsibilities, and applies regardless of company size or industry. Employers must comply with ERISA regulations to ensure proper management and protection of employee benefits.

What is a Remote ERISA professional?

A Remote ERISA professional is someone who specializes in the Employee Retirement Income Security Act (ERISA) and works from a remote location rather than in a traditional office. These professionals typically advise employers, plan sponsors, or plan administrators on compliance with federal regulations related to employee benefit plans, including retirement and health plans. Their work may involve reviewing plan documents, preparing filings, and assisting with audits or investigations, all while leveraging technology to communicate and collaborate with clients and colleagues remotely.
What are popular job titles related to Remote Erisa jobs in Boca Raton, FL? For Remote Erisa jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Remote Erisa jobs in Boca Raton, FL look for? The top searched job categories for Remote Erisa jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Remote Erisa jobs? Cities near Boca Raton, FL with the most Remote Erisa job openings:
Infographic showing various Remote Erisa job openings in Boca Raton, FL as of June 2026, with employment types broken down into 95% Full Time, 1% Part Time, and 4% Contract. Highlights an 100% Remote job distribution.

Client Support Specialist - Greater Miami, FL Area (REMOTE)

Fidelity Investments

Boca Raton, FL • Remote

$17 - $23/hr

Full-time

Posted 23 days ago


Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 264 frontline employees who took The Breakroom Quiz

14th of 138 rated financial services


Job description

Job Description:

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:

Coral Gables, Boca Raton, Ft. Lauderdale

As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need.In this role, you will help us to increase customer loyalty and drive business development opportunities.

The Team

While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past.Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization.These simple but powerful values set us apart from our competition.

The Expertise You Have

  • Series 7 required

  • Series 63 or ability to obtain within 90 days

  • 2-3 years of previous financial services experience

The Skills You Bring

  • Broad based knowledge and understanding of general financial planning concepts

  • Proven customer service, client support and problem resolution skills

  • Strong verbal and written communication skills

  • Ability to effectively influence others

  • Robust time management and organizational skills

The Value You Deliver

  • Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

  • Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and communicate the solution to the client

  • Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client

  • Collaborate with internal business partners to research and resolve complex client requests

  • Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Customer Service

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.


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