Client services specialist - financial services

a month ago

All Financial Freedom

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remote, Tuxedo Park, GA, United States

$70k – $75k/yr

Part Time

Junior (<2 years)

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Position Overview

The Client Services Specialist supports client-facing operations by coordinating education sessions, managing communication, and assisting with onboarding processes. This role is service-oriented and process-driven.

Key Responsibilities

Coordinate and facilitate virtual client meetings
Support onboarding and follow-up processes
Assist with education delivery logistics
Maintain accurate records and documentation
Ensure a professional client experience

Required Qualifications

Strong organizational and communication skills
Client-focused mindset
Professional conduct

Compensation & Benefits

Remote work environment
Performance-based compensation
Structured training and advancement opportunities

Career Path

Client services → senior services → operations or leadership.

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Client services specialist - financial services