Were looking for a customer-focused Customer Service Representative to assist clients through a structured, advisor-led service model. In this fully remote role, youll guide clients, coordinate details, and ensure every interaction is smooth, organized, and professional.

Youll collaborate closely with assigned advisors to manage client requests, answer questions, and provide timely updates related to scheduling, planning, and confirmations. This role is ideal for someone who enjoys helping others, staying detail-oriented, and delivering consistent, high-quality service in a structured remote environment.

Key Responsibilities

• Assist clients under their assigned advisor, providing accurate guidance and support
• Respond promptly to client inquiries and provide clear, helpful information
• Manage scheduling, confirmations, and follow-ups to ensure a seamless client experience
• Maintain organized records and document all communications accurately
• Support continuous improvement of client processes and workflows

Qualifications

• Strong communication and customer service skills
• Must be a citizen of the US, LATAM, UK, Spain, and Australia
• Comfortable working independently in a remote setting
• Detail-oriented, reliable, and tech-savvy
• Prior client-facing or administrative experience preferred but not required

What Makes This Role Stand Out

• 100% remote work with flexible scheduling
• Structured onboarding, training, and ongoing support
• Collaborative team environment with opportunities for growth
• Gain experience working in a structured advisor-led client service model