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Financial Consultant

Client Success Specialist, Wealth Platform

Job in Jacksonville, Duval County, Florida, 32290, USA
Listing for: SS&C
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A leading financial services and healthcare technology provider is seeking a Client Specialist in Jacksonville, FL. This role involves working directly with clients to resolve issues and ensure their satisfaction with the Black Diamond Wealth Platform. Ideal candidates are highly motivated with strong communication and analytical skills, capable of building and maintaining strategic relationships. The position offers a hybrid work model, excellent benefits including medical and a 401k matching program, and opportunities for professional development.
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