Client Services Specialist – Financial Services

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.