837

Service Client jobs in United States

Remote Regional Financial Advisor - Virtual Wealth Planning

CU Financial Management Ltd.

Bedford
Remote
GBP 41,000 - 49,000
10 days ago
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Senior Landscape Designer — Urban Design & Masterplanning

Turley Charitable Trust

Manchester
On-site
GBP 35,000 - 45,000
10 days ago

Landscape Designer / Senior Landscape Designer

Turley Charitable Trust

Manchester
On-site
GBP 35,000 - 45,000
10 days ago

Global Mobility Tax – Assistant Manager (UK Expatriate)

Taxation

Bristol
On-site
GBP 80,000 - 100,000
10 days ago

Advice Delivery Lead - Paraplanning & Client Support

Saltus Partners LLP

United Kingdom
On-site
GBP 40,000 - 50,000
10 days ago
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Pet Care Client Concierge (Part-Time, Flexible Hours)

Vets4Pets Limited

Banbury
On-site
GBP 60,000 - 80,000
11 days ago

Assistant Facilities Manager — Property Ops & Compliance

JLL

Redhill
On-site
GBP 60,000 - 80,000
11 days ago

Conveyancing Legal Secretary

FBC Manby Bowdler LLP

Wolverhampton
On-site
GBP 20,000 - 28,000
11 days ago
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Insurance Legal Support Assistant – Hybrid

DWF

Glasgow
Hybrid
GBP 40,000 - 60,000
11 days ago

Talent Acquisition Coordinator

AXA Group

Ipswich
On-site
GBP 30,000 - 40,000
11 days ago

Be Your Own Boss: Self-Employed Estate Agent Partner (70/30)

Avocado Property Group

United Kingdom
Remote
GBP 150,000 - 200,000
11 days ago

Senior Corporate Tax Manager – Lead Advisory

Taxation

Inverness
On-site
GBP 50,000 - 70,000
11 days ago

Executive Comms Lead, EMEA

Workday, Inc.

Greater London
Hybrid
GBP 80,000 - 120,000
11 days ago

Litigation Training and Development Assistant (Post-Litigation)

Winn Group

Newcastle upon Tyne
On-site
GBP 27,000
11 days ago

Residential Block Manager: Lead Client Service

JLL

Greater London
On-site
GBP 40,000 - 60,000
11 days ago

Marketing & Business Development Lead - Shopping Center

Pacific Retail Capital Partners, Inc.

Scarborough
On-site
GBP 60,000 - 80,000
11 days ago

Veterinary Technician — Full-Time with Sign-On Bonus + CE

Applied Intuition Inc.

Southampton
On-site
GBP 80,000 - 100,000
11 days ago

Data Quality Business Partner

AXIS Capital

Greater London
Hybrid
GBP 100,000 - 125,000
11 days ago

Product Owner - Global Markets Underwriting Transformation

AXIS Capital

Greater London
Hybrid
GBP 70,000 - 90,000
11 days ago

Assistant Project Manager - Global Operations & Construction

Creative Artists Agency

Greater London
On-site
GBP 30,000 - 50,000
11 days ago

Parts Sales Advisor: Build Relationships & Grow Sales

Euro Car Parts

England
On-site
GBP 40,000 - 60,000
11 days ago

Underwriting Assistant — Training & Career Growth

First American

Leeds
On-site
GBP 30,000 - 40,000
11 days ago

Lead, Residential Valuation & Strategic Advisory

JLL

Greater London
On-site
GBP 50,000 - 70,000
11 days ago

Client Services Operations Leader

Concentrix

Manchester
On-site
GBP 60,000 - 80,000
11 days ago

Flexible Executive Admin – Residential Conveyancing

Harrison Drury & Co

Clitheroe
On-site
GBP 25,000 - 30,000
12 days ago

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Remote Regional Financial Advisor - Virtual Wealth Planning
CU Financial Management Ltd.
Remote
GBP 41,000 - 49,000
Full time
10 days ago

Job summary

A financial services firm in the UK is seeking a Regional Financial Advisor to provide virtual financial planning advice. The ideal candidate should possess a valid Mutual Funds License and a passion for client service. Responsibilities include engaging with clients digitally, servicing mutual fund accounts, and maintaining compliance. Offering a salary between $55,000 to $65,000, this fully remote position emphasizes teamwork and professional growth. Candidates residing in Atlantic Canada are preferred.

Benefits

Performance-based bonuses
Comprehensive benefits
Opportunities for professional growth

Qualifications

  • 2+ years of relevant experience required.
  • Strong knowledge and passion for financial planning.
  • Availability Monday to Friday between 9 am and 5 pm.

Responsibilities

  • Provide holistic advice to clients via virtual interactions.
  • Service existing mutual fund accounts and facilitate account openings.
  • Proactively engage new and existing clients.

Skills

Bilingual in English and French
Strong knowledge of financial planning
Experience in virtual and phone consultations
Understanding of Mutual Fund Industry

Education

Valid Mutual Funds License
Valid Life Insurance License or willingness to obtain
Job description
A financial services firm in the UK is seeking a Regional Financial Advisor to provide virtual financial planning advice. The ideal candidate should possess a valid Mutual Funds License and a passion for client service. Responsibilities include engaging with clients digitally, servicing mutual fund accounts, and maintaining compliance. Offering a salary between $55,000 to $65,000, this fully remote position emphasizes teamwork and professional growth. Candidates residing in Atlantic Canada are preferred.

* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.