Remote Client Services Advisor

About the Role :

Were looking for proactive Client Services Advisors who enjoy helping others find clarity and confidence in their decisions. Youll 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

Required Skills :

Requirements : Must be a U.S. citizen. Strong communication and people skills. Self-motivated disciplined and coachable. Ability to work independently and manage time effectively. Previous sales or customer service experience is a plus but not required (training is provided).

Key Skills

Channel Marketing,Accounting Tally,CSS,Corporate Risk Management,Hibernate,Brokerage

Employment Type : Full Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 70000 - 90000