Key skills
Communication
About this role
Role Overview
- Assist clients under their assigned advisor, providing guidance and support
- Respond to inquiries promptly with accurate, helpful information
- Coordinate scheduling, confirmations, and follow-ups to ensure seamless service
- Maintain precise client records and document communications
- Support process improvements to enhance the overall client experience
Requirements
- Strong verbal and written communication skills
- Customer service experience or client-facing background preferred but not required
- Comfortable working independently in a remote environment
- Reliable, professional, and tech-savvy
- Detail-oriented with strong organizational skills
Benefits
- 100% remote flexibility
- Structured onboarding and ongoing training
- Collaborative, supportive team environment
- Opportunity for growth and skill development in client services