Remote Client Services Advisor
About the Role:
We’re looking for proactive Client Services Advisors who enjoy helping others find clarity and confidence in their decisions. You’ll manage communications, education, and account follow-ups virtually.
Responsibilities:
Connect virtually with clients to assess goals.
Provide personalized recommendations.
Keep detailed client records and manage follow-ups.
Build lasting relationships through trust and consistency.
Attend regular virtual team sessions for training and updates.
Requirements
Must live in the U.S.
Strong people and organization skills.
Reliable, adaptable, and positive.
Benefits
Fully remote with flexible scheduling.
Ongoing leadership development.
Commission-based income with growth opportunities
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