United States onlyWe are seeking a service-driven Customer Service Representative to provide structured support within an advisor-supported client model. In this fully remote position, you will play a key role in ensuring clients receive clear communication, organized coordination, and a seamless experience from initial inquiry through completion.
This role is ideal for someone who enjoys helping people, managing details behind the scenes, and contributing to a professional, team-oriented environment.
What Youll Do:
- Serve as a primary point of support alongside assigned advisors
- Respond promptly to client questions with accurate, helpful information
- Coordinate scheduling, confirmations, and follow-up communication
- Track client interactions and maintain organized digital records
- Ensure timelines and service standards are consistently met
What Were Looking For:
- Strong written and verbal communication skills
- Customer service or client support experience (preferred, not required)
- Detail-oriented with strong organizational habits
- Comfortable working independently in a remote environment
- Professional, dependable, and confident using online systems and tools
- Must be a citizen of the US, UK, Australia, Spain and LATAM
Why This Role Stands Out:
- 100% remote flexibility
- Structured training and ongoing support
- Clear growth path within a collaborative team
- Stable systems and processes designed for success
