Position Overview
We are seeking a Client Services Specialist to support our financial services operations by assisting individuals and families through a structured financial education and onboarding process. This role emphasizes professionalism, communication, and client support rather than sales.
The ideal candidate is organized, detail-oriented, and comfortable working in a client-facing, remote environment. Prior financial services experience is not required. Training and licensing support are provided.
Key Responsibilities
Support clients through a standardized financial education and information process
Facilitate virtual client meetings and follow-up communications
Assist with documentation, scheduling, and client onboarding
Provide clear explanations of financial concepts related to protection and long-term planning
Maintain accurate records in accordance with company and compliance standards
Participate in ongoing training and professional development
Required Qualifications
Strong written and verbal communication skills
Professional, client-focused demeanor
High attention to detail and organizational skills
Ability to work independently in a remote setting
Willingness to obtain required state licensing (training provided)
Ability to pass a background check
Compensation & Work Environment
Performance-based compensation structure
Fully remote position with flexible scheduling
Structured onboarding and ongoing training
Advancement opportunities within client services, training, or leadership tracks
Collaborative, professional team culture
Career Path
This role provides exposure to financial services operations and client engagement, with opportunities to advance into education, leadership, or management roles.
Qualified candidates are encouraged to apply to learn more.