Client Services Specialist Financial Services Iowa
all financial freedomNew York (NY)
Client Services Specialist Financial Services Iowa
Posted yesterday
all financial freedomNew York (NY)
SENIORITY
Mid
About the role
This role is well suited for professionals who want to grow into greater responsibility and leadership over time within a professional environment.
This opportunity is ideal for professionals who are motivated to take ownership of their development while operating within an established framework. The role rewards initiative, consistency, and long-term contribution.
Position Overview:
This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The position emphasizes professionalism, consistency, and long-term relationship building.
No prior financial services experience is required. Comprehensive training and licensing support are provided.
Key Responsibilities:
Deliver structured financial education through virtual meetings
Explain financial concepts related to protection, accumulation, and long-term planning
Support individuals through a standardized, needs-based process
Maintain accurate documentation and adhere to compliance standards
Participate in ongoing training and professional development
Required Qualifications:
Bachelor's degree preferred or equivalent professional experience
Strong communication skills and professional presence
Ability to work independently in a remote environment
Willingness to obtain required state licensing (training provided)
Successful completion of a background check
Compensation & Benefits:
Performance-based compensation structure
Remote work with flexible scheduling
Licensing assistance and structured onboarding
Clear advancement opportunities
Career Path
Advancement into senior specialist, leadership, or training roles based on performance.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.