Remote Client Service Specialist - Part-Time

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

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.