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Client Services Specialist – Financial Services – Minnesota

all-financial-freedom
Companyall-financial-freedom
CategoryCustomer Support
LocationSaint Paul
RemoteRemote
EmploymentPart-time
LevelNot stated
SalaryNot stated by the employer
Posted14 Feb 2026
Last verified10 Aug 2026
SourceEmployer ATS (breezy)
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Description
This position is designed for professionals seeking long-term career growth, increased responsibility, and leadership development within a structured organization. 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.