Top 104 Financial services remote customer support Jobs in Florida

Client Services Associate
Dexian —Jacksonville, FL
- $40 - $43 an hour
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Bachelor's degree
Quick Apply
Client Services Representative
Simple Staffing —Briny Breezes, FL
- Full-time
- Microsoft Office
- High school diploma or GED
- Communication skills
- Paid time off
Quick Apply
2d
Customer Service Rep – Financial (Remote)
Concentrix —Florida
- $15 an hour
- Urgently hiring
- Remote
- Computer literacy
- Mid-level
- Residential
- Paid training
- Paid holidays
Customer Service Agent (Remote)
Jerry.ai —Miami, FL
- $19 - $21 an hour
- 8 hour shift
- Remote
- Mid-level
- 2 years
- Paid parental leave
- Health insurance
Quick Apply
4d
Digital Support Specialist
Nymbus, Inc. —Jacksonville, FL
- $23 an hour
- Weekends as needed
- Remote
- Spanish
- English
- Mid-level
- Dental insurance
- 401(k)
Quick Apply
9d
Customer Care Pro-Platinum Dispute Gate
American Express —Sunrise, FL
- $20.00 - $22.25 an hour
- Weekends as needed
- Hybrid work
- Mid-level
- US work authorization
- Fair chance
- Paid parental leave
- Health insurance
Client Success Agent II
National Debt Relief, LLC. —Florida
- $21 an hour
- 8 hour shift
- Remote
- Computer literacy
- Mid-level
- Microsoft Office
- Commuter assistance
- Paid parental leave
Customer Support Specialist - Financial Services
AutoPayPlus by U.S. Equity Advantage —Orlando, FL
- Spanish
- Computer literacy
- English
- Paid holidays
- Health insurance
Quick Apply
Client Advocate
greenpath, inc. —Orlando, FL
- $15.00 - $17.57 an hour
- Weekends as needed
- Remote
- Residential
- Organizational skills
- Typing
Quick Apply
Customer Account Associate | St. Petersburg, FL
Raymond James Financial, Inc. —Saint Petersburg, FL
- Full-time
- Hybrid work
- Sales
- High school diploma or GED
- Travel
- Paid holidays
- Health insurance
10d
Member Service Representative
The Ward Team —Tampa, FL
- $19 - $28 an hour
- Weekends as needed
- Research
- High school diploma or GED
- Communication skills
- Paid holidays
- Dental insurance
Quick Apply
9d
Client Success Specialist
greenpath, inc. —Orlando, FL
- $16.50 - $18.38 an hour
- Full-time
- Remote
- Spanish
- English
- Mid-level
Quick Apply
Senior Virtual Branch Rep
PENAIR CREDIT UNION —Pensacola, FL
- High school diploma or GED
- Mentoring
- Computer skills
- Paid parental leave
- Disability insurance
Quick Apply
Customer Service Representative III
BankUnited, N. A. —Miami Lakes, FL
- Research
- Mid-level
- High school diploma or GED
9d
Customer Service Representative
Catalis Regulatory & Compliance, LLC —Jacksonville, FL
- $18 an hour
- Full-time
- Research
- High school diploma or GED
- Analysis skills
- Paid parental leave
- Health savings account
(In-House) Virtual Financial Center Specialist
First Federal Bank —Jacksonville, FL
- Extended hours
- Remote
- Bilingual
- Computer literacy
- Writing skills
- Health savings account
- Paid holidays
Quick Apply
Customer Care Advisor
Busey Bank —Fort Myers, FL
- $19 - $21 an hour
- Full-time
- High school diploma or GED
- Organizational skills
- Communication skills
- Profit sharing
- Wellness program
Quick Apply
3d
Call Center Agent
Fairwinds Credit Union —Orlando, FL
- $19 an hour
- Hybrid work
- Communication skills
- Entry level
- Under 1 year
- Health savings account
- Paid holidays
7d
Customer Service - Bank Sales & Service
USAA —Tampa, FL
- $43,680 - $44,680 a year
- Hybrid work
- Military
- High school diploma or GED
- Military encouraged
- Paid training
- Paid holidays
Call Center Representative
Internet Lending —Port Saint Lucie, FL
- $15 an hour
- Full-time
- Sales
- Math
- Computer skills
- Paid holidays
- Paid time off
Quick Apply

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Client Services Associate

Dexian -
Jacksonville, FL

Quick Apply

Job Details

Full-time | Contract
$40 - $43 an hour

Qualifications

Series 66
Series 7
Securities Industry Essentials
FINRA License
Experience practicing in the securities industry
Series 63

Full Job Description

Overview:

Job Title: Client Services Associate

Location: Jacksonville, FL 32258 (Hybrid)

Duration: 6-month contract (possible extension)

Pay Range- $40-$43/hr. on W2

Role Description:

The Client Services Associate is a developing professional role, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for our investment and/or Banking clients. The ideal candidate possesses knowledge of the financial industry, with the ability to identify channel and account solutions that best meet the needs of the client, which may include digital platforms, centralized team-based advice, or in-market, dedicated advice.

Responsibilities:

Fully accountable for servicing and supporting our investment and/or Banking clients.
Able to clearly articulate business value proposition, matching clients with the correct set of products and services.
Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions.
Confidently articulate the value proposition for our Private Client and digital programs available.
Directly responsible for providing timely responses to client service requests, received via telephone or email.
Provides exceptional support and issue resolution- all client issues will be owned end to end by the associate and will be treated with a closed loop process.
Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.
Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.)
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
Ensure that KYC/AML and other compliance norms are strictly adhered to
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

0-2 years relevant experience in Customer Service with emphasis in investments or investment-related products preferred.
Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
Basic understanding of investment and financial planning strategies preferred.
Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.
Excellent verbal and written communication skills. Ability to communicate at a professional level.
Capable of working independently within established procedures and make decisions without manager approval.
Able to perform multiple functions with a high degree of accuracy.
Ability to support a diverse array of products and services.
Knowledge of MS Office (Excel, Outlook, and Word) preferred.
Securities Industry Essentials - SIE - Active Series 7 & Series 66 (combo of 63 and65) licenses (required)

Education:Bachelors/University degree

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Best,

#BP

Pay: $40.00 - $43.00 per hour

Application Question(s):

Which FINRA series do you hold? Like Series-7, Series-66 or Series-63 & 65

Work Location: Hybrid remote in Jacksonville, FL 32258

Quick Apply

Refine Your Search

financial services remote customer support jobs in florida

Client Services Associate

Client Services Representative

Customer Service Rep – Financial (Remote)

Customer Service Agent (Remote)

Digital Support Specialist

Customer Care Pro-Platinum Dispute Gate

Client Success Agent II

Customer Support Specialist - Financial Services

Client Advocate

Customer Account Associate | St. Petersburg, FL

Member Service Representative

Client Success Specialist

Senior Virtual Branch Rep

Customer Service Representative III

Customer Service Representative

(In-House) Virtual Financial Center Specialist

Customer Care Advisor

Call Center Agent

Customer Service - Bank Sales & Service

Call Center Representative

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