Client Services Specialist – Financial Services
All Financial Freedom • Hillsborough, California, United States
30+ days ago
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.