Financial Services Support Specialist

5 days ago


Norfolk, Virginia, United States LINEAGE WEALTH MANAGEMENT INC Full time

We are seeking a talented Financial Services Support Specialist to join our team at Lineage Wealth Management Inc. in Downtown Norfolk.

The estimated salary for this role is $50,000 - $65,000 per year, based on experience.

Job Description:

This role involves serving as the primary point of contact for clients, addressing inquiries and resolving issues efficiently. You will also assist in managing client accounts and ensure a high level of client satisfaction.

Key Responsibilities:

  • Serve as the primary point of contact for clients, addressing inquiries and resolving issues efficiently
  • Assist in managing client accounts and ensure a high level of client satisfaction
  • Collaborate with team members to meet client needs and provide solutions
  • Maintain accurate records and manage administrative tasks as required

Requirements:

  • Must pass Virginia Life & Health Insurance License within 180 days
  • Required: 1 year of business experience
  • Required: 1 year of administration experience
  • Ability to pass an FBI background check and drug test
  • Strong communication and interpersonal skills
  • Detail-oriented with excellent organizational abilities


  • Norfolk, Virginia, United States Insight Financial Planning Full time

    Job OverviewInsight Financial Planning is seeking a highly skilled and experienced Financial Advisor to join our team. This role involves cultivating relationships with clients, providing ongoing advice and service, and supporting tenured advisors in servicing existing clients.The ideal candidate will have a strong understanding of financial concepts and be...


  • Norfolk, Virginia, United States Disability Solutions Full time

    Role DescriptionWe seek a skilled and detail-oriented individual to join our Merrill Financial Support Specialist team. As a key point of contact, you will be responsible for addressing client service needs, ensuring timely and accurate delivery of services, and collaborating with Financial Advisors to deepen client relationships. This role requires...


  • Norfolk, Virginia, United States Symmetry Financial Group - Gary Uyemura Full time

    Unlock Your Earning PotentialWe are seeking highly motivated and driven individuals to join our team as Financial Services Representatives.Your primary responsibility will be to sell life insurance policies, annuities, and other financial products to clients. As a Financial Services Representative, you will work with clients to understand their financial...


  • Norfolk, Virginia, United States Ironclad Defense Works Full time

    Job SummaryWe are seeking a skilled Financial Compliance Specialist to join our team at Ironclad Defense Works Inc. in Norfolk, VA.This role primarily focuses on managing and maintaining financial records through bookkeeping functions, while also providing support in contracts and compliance, sub-contracts, travel invoicing, and general invoicing duties.


  • Norfolk, Virginia, United States Spieldenner Financial Group Full time

    About the Opportunity: Are you looking for a new challenge in sales? Do you have a passion for helping others protect their financial futures? We are seeking a Mortgage Protection Specialist to join our team at Spieldenner Financial Group. In this role, you will work with clients to understand their mortgage protection needs and provide personalized...


  • Norfolk, Virginia, United States M1 Support Services Full time

    Job Summary: We are seeking a skilled Aviation Corrosion Control Specialist to join our team at M1 Support Services in Norfolk, VA. The ideal candidate will have a strong background in aircraft maintenance and corrosion control. You will work on various aircraft structures and components, applying your technical expertise to troubleshoot and repair...


  • Norfolk, Virginia, United States Global Financial Impact - Marco Esquivel Full time

    About the RoleAs a Wealth Creation Consultant with Global Financial Impact - Marco Esquivel, you will have the opportunity to shape the financial futures of our clients and drive business growth for our organization. Your expertise in financial products and services will enable you to develop customized solutions that meet the unique needs of each...


  • Norfolk, Virginia, United States The Nicholson Companies Inc. Full time

    Job DescriptionThe Nicholson Companies Inc. is seeking a highly skilled Financial Accounting Specialist to join our team.As a key member of our accounting team, you will be responsible for maintaining accurate and up-to-date financial records for multiple entities. This includes generating financial reports, budgeting, and forecasting.Duties and...


  • Norfolk, Virginia, United States Child & Family Services of Eastern Virginia Inc Full time

    Job Title: Family Support SpecialistAbout Us:Child & Family Services of Eastern Virginia Inc is a non-profit organization dedicated to providing high-quality services to individuals with cognitive impairments and their families.Job Description:Salary:$45,000 - $60,000 per year based on experience.About the Job:We are seeking a qualified Family Support...


  • Norfolk, Virginia, United States Solvere Technical Group Full time

    At Solvere Technical Group, we are seeking a highly skilled Support Services Specialist to join our team in Norfolk, Virginia.**Job Description:**This role involves providing administrative support to the Atlantic Surface Fleet, including tracking of FAMs, MSU's, Security Updates, and message traffic. The successful candidate will have a strong background in...


  • Norfolk, Virginia, United States Children's Hospital Of The King's Daughters Full time

    Job Title: Healthcare Financial Clearance SpecialistWe are seeking a skilled Healthcare Financial Clearance Specialist to join our team at Children's Hospital Of The King's Daughters.About the JobThis role is responsible for working with Revenue Cycle departments to identify trends, root causes, and corrective actions. You will present outcomes to leadership...


  • Norfolk, Virginia, United States Global Financial Impact - Marco Esquivel Full time

    Are you looking for a rewarding career in financial services? Global Financial Impact - Marco Esquivel is seeking a talented individual to join our team as a Financial Professional.About the JobThe successful candidate will work with clients and businesses to help them achieve their financial goals by providing expert advice and solutions. As a liaison...


  • Norfolk, Virginia, United States REI Management Services LLC Full time

    Job Title: Customer Service Development SpecialistWe are a boutique marketing and consulting firm seeking an energetic individual to join our team as a Customer Service Development Specialist in the Marketing and Client Service industry. Our firm proudly works with renowned brands promoting equity and access to community-based clean energy sources.This is an...


  • Norfolk, Virginia, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewWe are seeking a highly motivated and results-driven Financial Professional to join our team at Global Financial Impact. In this role, you will have the opportunity to build a successful career in financial services, working closely with clients and business partners to achieve their financial goals.Estimated SalaryThe estimated annual salary for...


  • Norfolk, Virginia, United States Dubies Love Residential Services LL Full time

    About the RoleAs a Home Support Specialist at Dubies Love Residential Services LLC, you will play a vital role in supporting individuals with Developmental Disabilities in their daily lives. This is an exciting opportunity to make a positive impact and develop your skills in care coordination and support.Key Responsibilities:Assist individuals with ADLs,...


  • Norfolk, Virginia, United States Global Financial Impact - Marco Esquivel Full time

    Job DescriptionA Financial Professional Representative at Global Financial Impact - Marco Esquivel plays a vital role in helping clients and businesses achieve their financial goals. This involves providing expert advice and solutions, acting as a liaison between clients and financial institutions, and possessing a deep understanding of various financial...


  • Norfolk, Virginia, United States BDO Global Full time

    Job Title: Financial Services AssistantAbout the Role: We are seeking a detail-oriented Financial Services Assistant to support our tax department. As a key team member, you will assist in organizing and preparing client tax data to ensure accurate and timely completion of business and individual tax returns.Salary: The estimated salary range for this...


  • Norfolk, Virginia, United States Synectic Solutions Inc Full time

    About the RoleWe are seeking a skilled Logistics Support Specialist to join our team at Synectic Solutions Inc.As a Logistics Support Specialist, you will be responsible for preserving the Defense Property Accountability System by providing entries for incoming property, transferred property, and excessed property. You will also evaluate asset management and...


  • Norfolk, Virginia, United States Hobbs & Associates LLC Full time

    About Hobbs & Associates LLCHobbs & Associates LLC is a reputable organization seeking a skilled Financial Transactions Specialist to join our team.


  • Norfolk, Virginia, United States Symmetry Financial Group - Gary Uyemura Full time

    Become a Wealth Accumulation SpecialistWe are seeking ambitious and driven individuals to join our team as Wealth Accumulation Specialists.As a Wealth Accumulation Specialist, you will be responsible for selling life insurance policies, annuities, and other financial products to clients, focusing on wealth accumulation strategies. You will work closely with...