Remote Financial Services Specialist – Client Support

Elevate Reach; Noblesville (IN); Remote; USD 48.000 - 64.000; Vollzeit

Benefits dieser Stelle

Fully remote position

Training on service standards, systems

Steady weekday schedule

Accommodations for disabilities

Zusammenfassung

Elevate Reach is seeking a Financial Services Representative to work remotely with clients of investment and wealth management firms. You will assist with account openings, transfers, and explaining statements, while ensuring privacy and compliance.

The role requires experience in financial services and strong client communication. A quiet home workspace and US work authorization are essential for this fully remote, full-time position.

Qualifikationen

• Experience in financial services, banking, brokerage operations, or investment client service.
• Clear, patient communication with clients making important decisions.
• Ability to handle confidential financial information with discretion.
• Authorized to work in the United States and work from a home setup.

Aufgaben

• Answer client calls and emails about brokerage, retirement, and investment accounts.
• Guide clients through account openings, beneficiary updates, transfers, and contributions.
• Explain statements and account history in plain language.
• Process service requests accurately and confirm completion.

Kenntnisse

Financial services experience

Clear communication with clients

Confidential information handling

US work authorization

Ausbildung

Licensing: SIE/Series 6/7/63

Jobbeschreibung

Elevate Reach is seeking a Financial Services Representative to work remotely with clients of investment and wealth management firms. You will assist with account openings, transfers, and explaining statements, while ensuring privacy and compliance.

The role requires experience in financial services and strong client communication. A quiet home workspace and US work authorization are essential for this fully remote, full-time position.