Lifeworks Services
Lifeworks Services

61 Lifeworks Services Financial Services Jobs Hiring Near You

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Client Services Specialist - Financial Services

All Financial Freedom

Hillsborough, CA • On-site, Remote

$70K - $75K/yr

Part-time

Re-posted 9 days ago


Job description

Position Overview
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 Responsibilities
  • Facilitate virtual client meetings
  • Assist with onboarding and follow-up
  • Support financial education initiatives
  • Maintain professional client records
Required Qualifications
  • Strong organizational and communication skills
  • Client-focused mindset
  • Remote work capability
  • Licensing eligibility
Compensation & Benefits
  • Performance-based compensation
  • Remote flexibility
  • Training and licensing support
Career Path
Client services → education → leadership.