Client Support Specialist - Greater Cleveland, OH Area (REMOTE)

What you’d do

Support high net worth clients with $250,000 to $1 million in assets in a fast-paced, team-oriented environment, handling service and investment needs. Full time; primary residence must be within 90 miles of the listed branch sites. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• Series 7 required
• Series 63 or ability to obtain within 90 days
• 2-3 years of previous financial services experience
• Residence within 90 miles of approved branch sites
• Customer service and problem resolution skills