Top 4002 Wealth Management Representative Jobs

Customer Support Representative - East Coast Hours
Comply —Remote
- $45,000 - $55,000 a year
- Weekends as needed
- Remote
- Mid-level
- Microsoft Office
- Finance
- Opportunities for advancement
Quick Apply
Sales Dispositions Specialist
QA Home Buyers —Remote
- $180,000 a year
- Weekends as needed
- Remote
- Mid-level
- Contracts
- Communication skills
- Flexible schedule
Quick Apply
Customer Support Representative - West Coast Hours
Comply —Remote
- $49,500 - $55,000 a year
- Weekends as needed
- Remote
- Mid-level
- Microsoft Office
- Finance
- Opportunities for advancement
Quick Apply
7d
Food Safety Auditor
SGS —Remote
- $80,000 - $90,000 a year
- Full-time
- Basic math
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
10d
Client Service Representative
Pro Standard Private Wealth —Great Neck, NY
- $40,000 - $100,000 a year
- Part-time
- Hybrid work
- Background check
- Mid-level
- Microsoft Office
- Paid holidays
- Health insurance
Quick Apply
Senior Auditor, Food Safety
SGS —Remote
- $87,000 - $100,000 a year
- Full-time
- Basic math
- English
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
10d
Customer Service Representative (Insurance)
Integrated Specialty Coverages, LLC —Orlando, FL
- $19 - $22 an hour
- Remote
- Word processing
- Basic math
- No high school diploma
- Health savings account
- AD&D insurance
Quick Apply
Wealth Management Associate
Moody Street Group —Boston, MA
- Full-time
- Marketing
- Finance
- Bachelor's degree
- Tuition reimbursement
Quick Apply
Customer Service Representative
Crum & Forster —Glastonbury, CT
- $31,100 - $58,500 a year
- Remote
- Microsoft Outlook
- Sales
- High school diploma or GED
- Employee stock purchase plan
- Health insurance
Customer Service Representative (Travel Insurance)
Integrated Specialty Coverages, LLC —San Diego, CA
- $22 - $25 an hour
- Remote
- US work authorization
- Typing
- 1 year
- Health savings account
- AD&D insurance
Quick Apply
Sales Development Representative (SDR)
Nuvei —Scottsdale, AZ
- Hybrid work
- Writing skills
- English
- Mid-level
- Employee assistance program
- 401(k) matching
Quick Apply
Customer Service Tier I - IPCTS
CaptionCall, LLC —Salt Lake City, UT
- $13.46 - $22.40 an hour
- Full-time
- Remote
- Computer literacy
- English
- Windows
- Health savings account
- Paid holidays
Quick Apply
Financial Representative
LPL Financial —Fort Mill, SC
- $67,500 - $112,500 a year
- Full-time
- Research
- Mid-level
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
14d
Managing Director
The Center for Global Health and Development —Remote
- $60,000 - $70,000 a year
- Full-time
- Remote
- 5 years
- Bachelor's degree
- Travel
Quick Apply
14d
Talent Network
Benco Dental —Remote
- Entry level
- Profit sharing
- Health insurance
7d
Account Support Representative 4
Enlyte —Tampa, FL
- $16.42 - $22.50 an hour
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- AD&D insurance
Sales Development Representative
Wealthbox —Remote
- Email
- Remote
- Writing skills
- Mid-level
- No travel
- Health insurance
- 401(k)
Content Expert (Private Wealth)
Partners Group —Broomfield, CO
- $87,000 - $106,000 a year
- English
- Mid-level
- Office
- Disability insurance
- Health insurance
Head of Compensation
SGS —Remote
- $130,000 - $160,000 a year
- Full-time
- Remote
- 11+ years
- Finance
- Master's degree
- Health insurance
- Dental insurance
Quick Apply
Service Technician - Talent Network
Benco Dental —Remote
- Full-time
- Entry level
- Profit sharing
- Health insurance

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Customer Support Representative - East Coast Hours

Comply -
Remote

Quick Apply

Job Details

Full-time
$45,000 - $55,000 a year

Benefits

Opportunities for advancement

Qualifications

Customer communication
Bachelor's degree

Full Job Description

Who Are We:

Comply is the leading provider of compliance SaaS and consulting services for the global financial services sector. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.

Comply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs.

To learn more about Comply, visit comply.com

The Role

Comply is looking for a polished, passionate, and empathetic Customer Support Representative to join our dynamic team and take our highly-rated customer support services to the next level! In this role, you will be responsible for acting as a liaison between Technical Support and Product Teams to advocate our client’s needs, managing client account activation implementations to meet deadlines, and gathering customer feedback to improve processes. Our ideal candidate is patient with investigating and troubleshooting to effectively resolve issues, has a “How Can I Help” mindset, and thrives in a fast-paced environment focused on providing an exceptional customer support experience. If you are genuinely excited to help customers, problem-solving comes naturally to you, and you strive to exceed customer support expectations, let’s connect!

This position has high expectations as you will have extensive exposure to our Product Management and Sales teams at all levels. If you excel in this role, there is potential for advancement, learning, and overall career development within the organization!

Responsibilities:

Perform set-up and configurations within the Comply platform to effectively activate new client accounts.
Respond efficiently to customer inquiries and maintain exceptional customer satisfaction.
Manage customer account activation implementations to ensure customer satisfaction and meet deadlines.
Review and interpret data received from various sources, identifying any discrepancies in data received and accurately uploading the data into the Comply platform.
Prioritize incoming customer support cases in a high-volume, fast-paced environment.
Manage support case details in our case tracking system.
Respond to customer questions, update clients on project status, and troubleshoot issues promptly.
Collaborate daily with our Technical Support and Product Development teams to represent our customers’ needs, both immediate and long-term.
Manage multiple projects simultaneously, prioritize tasks, and reach deadlines.
Provide efficient productivity and exceed client’s expectations for support.

Skills and Qualifications:

Must be open to working multiple East Coast hour shifts including:
East Coast Shift 1: 8AM(EST) -4PM(EST) Monday through Friday.
East Coast Shift 2: 9AM(EST)- 5PM(EST) Monday through Friday.
East Coast Shift 3: 10AM(EST)-6PM(EST) Monday through Friday.
Bachelor’s Degree with 0-3 years of work experience
Must be open to work evenings, occasional weekends, and/or holidays.
Major in Accounting, Finance or Economics is a plus!
Excellent customer-facing and communication skills, both written and verbal.
Ability to accurately analyze and interpret data.
Exceptional organizational and time management skills.
Superior troubleshooting, resolution, and analysis skills.
Ability to perform complex tasks and prioritize multiple projects.
Previous experience in a high-volume call environment and/or customer support role is a plus!
Experience with Salesforce.com (or other CRM systems), SaaS technology, MS Office, and software support is a plus!

The all-in total compensation for this role is $49,500 and $55,000, and is specific to the United States. A reasonable estimate of the base salary range would be $45,000 - $50,000 plus applicable bonus/benefit offerings, etc., as those similarly situated within the Company. It takes into account a wide range of factors that are considered in making compensation decisions, including, but not limited to, skill sets, training, licensure and certification, and experience.

To learn more about our values, mission and the wide-range of perks offered to employees at COMPLY, visit https://www.comply.com/careers/.

COMPLY is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity, or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.

Applicants must be authorized to work for any employer in the United States. Currently, we are unable to sponsor or take over sponsorship of an employment Visa at this time.

COMPLY is aware of scammers posing as COMPLY employees and extending job offers via direct messaging, texts and social media platforms. These are fraudulent and should be treated as such. To learn more about this, please review our Statement of Fraudulent Job Offers.

To learn more about our values, mission and the wide-range of perks offered to employees at Comply, visit https://www.comply.com/careers/.

Comply is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity, or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.

Applicants must be authorized to work for any employer in the United States. Currently, we are unable to sponsor or take over sponsorship of an employment Visa at this time.

Comply is aware of scammers posing as Comply employees and extending job offers via direct messaging, texts and social media platforms. These are fraudulent and should be treated as such. To learn more about this, please review our Statement of Fraudulent Job Offers.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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Refine Your Search

Wealth Management Representative jobs

Customer Support Representative - East Coast Hours

Sales Dispositions Specialist

Customer Support Representative - West Coast Hours

Food Safety Auditor

Client Service Representative

Senior Auditor, Food Safety

Customer Service Representative (Insurance)

Wealth Management Associate

Customer Service Representative

Customer Service Representative (Travel Insurance)

Sales Development Representative (SDR)

Customer Service Tier I - IPCTS

Financial Representative

Managing Director

Talent Network

Account Support Representative 4

Sales Development Representative

Content Expert (Private Wealth)

Head of Compensation

Service Technician - Talent Network

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