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Jobot is seeking a Client Services Specialist with a financial services background for its St. Augustine, FL office. You’ll manage client transactions end to end and act as the primary point of contact for clients navigating a complex financial process.
This hybrid role offers up to $85,000 per year, a comprehensive benefits package, and the backing of a Fortune 500 parent company, with a collaborative team focused on real estate finance and related services.
Client services specialist | Financial services background | St. Augustine FL | up to 85k | Hybrid | Fortune 500
Salary: $55,000 - $85,000 per year
Do you have a financial services background and a talent for client relationships?
A nationally recognized subsidiary of a Fortune 500 company is looking for a Client Services Specialist to join its St. Augustine, FL office. This company is the national leader in a highly specialized segment of the real estate financial services industry — and they're looking for someone who brings the precision, compliance mindset, and client service instincts of the banking or mortgage world to a unique and growing niche.
If you've processed mortgage loans, coordinated title transactions, or managed client accounts in a financial services setting, this role is worth a conversation.
You’ll manage client transactions end to end — serving as the primary point of contact for clients navigating a complex financial process. Your day will involve a high volume of client communication, transaction documentation, coordination with internal teams, and responding to inquiries with accuracy and care. You’ll become a true specialist in a niche that sits at the crossroads of real estate, tax, and financial services.
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