Remote Client Associate
New
United StatesFull-TimeEntry
SalaryUSD 65000 - 75000 / year
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Job Details
- Required Skills
- Time ManagementRelationship buildingAccount ManagementCustomer Success
Requirements
- High school diploma or college degree preferred
- Excellent communication and interpersonal skills
- Strong organizational and time management abilities in a remote environment
- Proactive, self-motivated, and comfortable working independently
- Experience in client service, account management, or sales is a plus but not required
Responsibilities
- Initiate conversations with potential clients and respond to inbound inquiries
- Understand each client’s unique goals, challenges, and decision-making process
- Recommend tailored financial solutions based on client input and available data
- Guide clients through onboarding, product selection, and service implementation
- Maintain regular contact with clients to support retention and satisfaction
- Communicate insights and client feedback to internal teams to help improve offerings
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