Client Service Specialist

Fortis Lux Financial; United States; Remote; USD 27,552 - 34,440; Part time

Job summary

A leading financial services firm is seeking a part-time Client Service Specialist to support a Senior Financial Adviser. This fully remote position involves assisting with daily client activities, maintaining client records in CRM, and engaging with clients through various communication channels. Applicants should have strong communication skills and attention to detail, along with at least 2 years of financial services experience, making this an excellent opportunity for entry-level candidates.

Qualifications

• Excellent oral and written communication skills.
• Ability to practice active listening and communicate directly.
• Strong attention to detail while working in fast-paced environment.

Responsibilities

• Assist with preparing client reviews and new account applications.
• Maintain accurate client files in CRM.
• Engage in client interactions via phone, Zoom, and email.

Skills

Excellent oral and written communication skills

Active listening

Strong attention to detail

Tools

Microsoft Office

Job description

Client Service Specialist (Part-Time Remote)

Our firm is seeking a part‑time Client Service Specialist that will work closely with a team for a Senior Financial Adviser. This is a fully remote position.

Schedule Options (Part-time 10 hrs/week):
Mon-Fri, 4pm-6pm EST
Mon-Thurs, 3:30pm-6pm EST

Responsibilities

• Assist the team with daily activities such as preparing client reviews, new account applications, account maintenance paperwork, and service requests
• Maintain accurate client files in CRM
• Client‑facing interaction via phone, Zoom, and e-mail
• Advanced knowledge of Microsoft Office
• Handle confidential and/or sensitive information responsibly

Required

• Excellent oral and written communication skills
• Able to practice active listening and communicate in a direct manner
• Strong attention to detail with the ability to work in a fast‑paced environment

Preferred Skills

At least 2 years of financial services experience.

Seniority level

Entry level

Employment type

Part‑time

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