Jobs

Client Services Specialist

|  Posted On: Jun 3, 2026

location:Bethlehem, PA 18017

Duration:3 Months, Contract

mode of work:Hybrid Remote

Job Summary

Job Title:  
Client Services Specialist
Posted Date:  
Jun 3, 2026
Duration:  
3 Months, Contract
Shift(s):  

09:00 - 17:30

Description

Shifts could vary, but will most likely be 9 am - 5:30 pm EST Mon-Thurs, and 8:30 am - 5 pm EST on Friday.

Location: Hybrid; 3 days a week onsite in the Bethlehem, PA office.

Job Description:        

  • Inbound phone representative that will be assisting our clients with answering questions or troubleshooting issues within our Client Portal.
  • No specific experience required, but we'd like to target early tenured individuals that have an interest in wealth management, but this is not a requirement.

 

 

AI-Assisted Application Screening

As part of our recruitment process, we may use automated tools or AI-enabled technologies to assist with resume screening and candidate matching. These tools help our recruitment team review applications more efficiently, but they do not make hiring decisions. All final decisions are made by human reviewers.

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