Job Details

We 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 advisorsRespond promptly to client questions with accurate, helpful informationCoordinate scheduling, confirmations, and follow-up communicationTrack client interactions and maintain organized digital recordsEnsure timelines and service standards are consistently metWhat We're Looking For:Strong written and verbal communication skillsCustomer service or client support experience (preferred, not required)Detail-oriented with strong organizational habitsComfortable working independently in a remote environmentProfessional, dependable, and confident using online systems and toolsMust be a citizen of the US, UK, Australia, Spain and LATAMWhy This Role Stands Out:100% remote flexibilityStructured training and ongoing supportClear growth path within a collaborative teamStable systems and processes designed for success#J-18808-Ljbffr