Top 121 Wealth management client service representative Jobs in Remote

Health & Benefits - Call Center Agent / Customer Service Representative / Support Specialist (Remote) (General Consideration)
Inspira Financial Trust, LLC —Oak Brook, IL
- $18.50 an hour
- Overtime
- Remote
- Computer literacy
- No degree
- Computer skills
- Paid training
- Health savings account
Fiduciary Advisor - National Expansion - 100K Base + Uncapped Performance-Based Upside
Trajan Wealth —Phoenix, AZ
- $100,000 - $300,000 a year
- Full-time
- Remote
- 3 years
- Presentation skills
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
12d
Life Insurance Agent
The Hire Agency Inc. —California
- $4,200 - $15,000 a month
- Choose your own hours
- Remote
- Sales
- Mid-level
- Finance
- Work from home
- Flexible schedule
Quick Apply
Senior Outside B2B Sales Executive
Wholesale Payments —Wisconsin
- $93,489 - $223,999 a year
- Full-time
- Remote
- Business development
- Fair chance
- Senior level
- Paid training
- Health savings account
Quick Apply
Insurance Sales Representative
Trenkle Agency —Tampa, FL
- $80,000 - $200,000 a year
- Full-time
- Remote
- Background check
- 18 years or older
- Mid-level
- Health insurance
- Dental insurance
1d
Insurance Sales Representative
Trenkle Agency —Phoenix, AZ
- $80,000 - $200,000 a year
- Full-time
- Remote
- Background check
- 18 years or older
- Mid-level
- Health insurance
- Dental insurance
1d
Financial Advisor
Spence, Cassidy & Associates, LLC —Arizona
- Contract
- Remote
- Mid-level
- Business development
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
12d
Service Technician - Talent Network
Benco Dental —Remote
- Full-time
- Entry level
- Profit sharing
- Health insurance
Senior Relationship Manager - Financial Services/Wealth Management exp REQUIRED
Net Law Group LLC —Remote
- $80,000 - $95,000 a year
- Full-time
- Writing skills
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
11d
Inside Sales Representative
Essential Engine —Remote
- $80,000 - $120,000 a year
- Full-time
- Remote
- Marketing
- Bachelor's degree
- Business
- Paid training
- Health savings account
Quick Apply
Private Client Advisor
Henley & Partners - The Firm of Global Citizens® —Remote
- Full-time
- Marketing
- Data analysis skills
- Research
Dental Territory Sales Representative/Dental Equipment Sales Specialist
Benco Dental —Remote
- Full-time
- Clean driving record
- Mid-level
- Travel
- Profit sharing
- Health insurance
Life Insurance & Retirement Planning Representative
TFM Wealth Management —Remote
- $3,000 - $8,000 a month
- Part-time
- Remote
- Bilingual
- Mid-level
- Analysis skills
- Work from home
- Opportunities for advancement
Quick Apply
8d
Sales Development Representative
Wealthbox —Remote
- Email
- Remote
- Writing skills
- Mid-level
- No travel
- Health insurance
- 401(k)
Project Coordinator
Courser Employment Services LLC —Remote
- Full-time
- Microsoft Excel
- Mid-level
- Microsoft Office
- Paid parental leave
- Paid holidays
5d
LN Venues, Regional Manager of VIP Food & Beverage
Live Nation —Remote
- $74,000 - $93,000 a year
- Weekends as needed
- Microsoft Excel
- Bachelor's degree
- Travel
- Health savings account
- Paid holidays
Plan Consultant
Community Financial System, Inc. —Remote
- $62,400 - $88,000 a year
- Full-time
- Hybrid work
- 18 years or older
- Computer literacy
- Research
- Profit sharing
- Paid holidays
Deputy Regional Program Manager (Chicago Area)
Parsons —Remote
- $125,100 - $225,200 a year
- Full-time
- Remote
- Background check
- 11+ years
- Travel
- Wellness program
- Paid holidays
Investment Advisor Representative - Series 65 license [or equivalent]
Global View Capital Management, LLC —Remote
- $1 - $1,000,000 a year
- Choose your own hours
- Remote
- Background check
- Senior level
- Communication skills
- Professional development assistance
- Flexible schedule
Quick Apply
19h
Business Development Representative (Remote)
FMG Suite —Sandy, UT
- $70,000 a year
- Full-time
- Remote
- Research
- Mid-level
- Business development
- Health savings account
- AD&D insurance

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wealth management client service representative jobs near remote

Health & Benefits - Call Center Agent / Customer Service Representative / Support Specialist (Remote) (General Consideration)

Inspira Financial Trust, LLC -
Oak Brook, IL

Apply Now

Job Details

$18.50 an hour

Benefits

Paid training
Health savings account
Paid holidays
Health insurance
401(k)
Paid time off
Parental leave
Employee assistance program

Qualifications

Computer operation
Phone communication
De-escalation techniques
Conflict de-escalation
Customer engagement
Computer skills
Client interaction via phone calls

Full Job Description

This position is responsible for partnering closely with accountholders calling our contact center to provide valuable support, education, and direction on products like Flexible Spending Accounts (FSA), Heathcare Savings Accounts (HSA), COBRA, and others.

The H&B Support Specialist will report to the H&B Support Supervisor in the ACES (Accountholder and Client Experience Support) Organization. This role is responsible for supporting our customers' journey through the healthcare reimbursement system. This position is challenging, fast paced, and rewarding while delivering one superior quality experience at a time.

You will be accountable for helping accountholders understand how their healthcare reimbursement accounts work. When someone calls in with questions, you will provide friendly and helpful service, making sure the caller feels supported. You will be explaining how the benefits and policies work, so accountholders know how to get the most out of their individual plans.

You will be responsible for ensuring all work is compliant with all internal quality assurance standards and technical policies and programs.

You will be committed to providing the highest level of service to each caller, treating them with empathy, understanding, and respect.

Consult with accountholders to support easy navigation of the available online tools and apps, for actions like checking an account balance and submitting claims.

Accountable for resolving issues without management intervention to remove barriers for the members.

You will receive additional call type skills after initial training and may be cross trained to other channels (like chat, email or text) on a later date according to business need.

Accountable to protect sensitive member information with discretion and adhere to all compliance rules and regulations.

Responsible for all levels of member engagement, while prioritizing effectively to meet member service goals / deadlines.

Other duties as assigned.

If offered the position, equipment will be provided. Equipment that will be provided are: docking station (x1), headset (x1), keyboard (x1), laptop (x1), monitor (x2), and mouse (x1).

Internet speed requirements:

Upload Speed: >20 Mbps
Download Speed: >100 Mbps
Must be able to hardwire ethernet cable to internet modem/router.

This position requires a quiet, distraction-free work environment without any conflicting responsibilities during the scheduled shift.

Training Class/Start Date: Monday, July 27, 2026 (subject to change due to business needs)

Attendance is mandatory during the training period of this position (training is paid, PTO accrues while in the training period; however, PTO cannot be taken during the training period of this position).
Training is six weeks. There is a product exam at the end of training. A passing score of 85% is required to continue to hold this position.

Training Schedule/Shift: Monday through Friday from 10:30 a.m. CT to 7 p.m. CT (subject to change due to business needs)

Pacific Time: 8:30 a.m. to 5 p.m.
Mountain Time: 9:30 a.m. to 6 p.m.
Eastern Time: 11:30 a.m. to 8 p.m.

Regular Schedule/Shift:

Your regular hours are Monday through Friday from 12:30 p.m. CT to 9 p.m. CT
- Pacific Time: 10:30 a.m. to 7 p.m.
- Mountain Time: 11:30 a.m. to 8 p.m.
- Eastern Time: 1:30 p.m. to 10 p.m.
Hours may change if business needs require it, and you'll be notified in advance.

#LI-Remote

Requirements:

Education & Experience:

2+ years of experience in customer service

2+ years of call center experience

No degree required

Skills & Abilities:

Computer knowledge and skills, comfortable learning new systems

Able to learn and retain information while using a digital workflow to navigate the interaction and tools

Able to connect with accountholders on a human level and assist them as needed

Basic understanding of medical / reimbursement terminology preferred

Can work in a fast-paced environment, taking up to 50 calls per day

Ability to de-escalate and handle member issues without utilizing a supervisor

Excellent oral and written communication skills

Able to work hours of 10:30 a.m. CT to 7 p.m. CT

Problem solving skills

Attention to detail and accuracy

Other Requirements:

Prolonged periods of sitting at a desk and working on a computer

Occasionally lift items up to 25 pounds

Ability to work overtime

Req Benefits:

The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.

Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.

Compensation: $18.50/hr (non-negotiable)
Additional Details :

Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.

Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.

Join us on our journey as we work together to take on the complex and the everyday-turning collective effort into life‑changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.

We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.

Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday). This requirement does not apply to support specialist positions.

Don't meet every single requirement? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application.

Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners - helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.

We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.

Apply Now

Refine Your Search

wealth management client service representative jobs in remote

Health & Benefits - Call Center Agent / Customer Service Representative / Support Specialist (Remote) (General Consideration)

Fiduciary Advisor - National Expansion - 100K Base + Uncapped Performance-Based Upside

Life Insurance Agent

Senior Outside B2B Sales Executive

Insurance Sales Representative

Insurance Sales Representative

Financial Advisor

Service Technician - Talent Network

Senior Relationship Manager - Financial Services/Wealth Management exp REQUIRED

Inside Sales Representative

Private Client Advisor

Dental Territory Sales Representative/Dental Equipment Sales Specialist

Life Insurance & Retirement Planning Representative

Sales Development Representative

Project Coordinator

LN Venues, Regional Manager of VIP Food & Beverage

Plan Consultant

Deputy Regional Program Manager (Chicago Area)

Investment Advisor Representative - Series 65 license [or equivalent]

Business Development Representative (Remote)

I want to receive the latest job alert for wealth management client service representative in remote

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