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Remote Wealth Client Support Specialist

Remote / Online - Candidates ideally in
Dallas, Dallas County, Texas, 75201, USA
Listing for: Soteria Reinsurance Ltd.
Remote/Work from Home position
Listed on 2026-06-26
Job specializations:
  • Customer Service/HelpDesk
Job Description & How to Apply Below
A financial services firm is seeking a Client Support Specialist in the Greater Austin area. This role involves engaging with high net worth clients, providing product guidance, and managing client inquiries. Applicants must have Series 7 certification and 2-3 years of financial services experience. The company emphasizes customer service and relationship building, contributing to business development opportunities. This position is remote but may require occasional onsite presence.
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