Client Success Specialist - Remote

What You'll Do

• Serve as the primary contact for a portfolio of clients, building trust and ensuring their ongoing satisfaction and progress.
• Conduct engaging calls and virtual meetings with clients and team members, communicating with professionalism and warmth.
• Guide clients through core financial concepts such as investments, insurance, savings, and protection strategies using our tools and training.
• Develop personalized financial plans that support client goals in budgeting, debt management, and retirement planning.
• Identify and pursue upsell and cross-sell opportunities that genuinely enhance client outcomes and deepen their engagement with our services.

What Success Looks Like

• Within the first 36 months, you have built strong relationships with your client portfolio, with high satisfaction and retention rates.
• Clients consistently complete recommended steps in their financial plans and report feeling more confident about their financial decisions.
• You effectively use CRM tools to track activities, monitor account health metrics, and provide clear, timely summaries to leadership.
• You regularly uncover and close appropriate upsell and cross-sell opportunities that add value for clients and contribute to revenue growth.

What We're Looking For

• A U.S. citizen, 18 years or older, able to successfully pass a background check.
• Exceptional verbal and written communication skills, with the ability to explain financial concepts in clear, simple language.
• Comfort with CRM systems (such as Salesforce), including tracking interactions and producing accurate reports.
• Motivated, entrepreneurial mindset with a passion for helping others, and the ability to identify growth opportunities within client accounts.

Compensation And Benefits

• Compensation is performance based ranging from $30k-50k/yr for part-time and increasing to $100k+ for full-time associates.
• Flexible, design-your-day schedule in a fully remote work environment.
• Leadership development pathways and ongoing training to support your career growth.
• Part-time role with potential to evolve into full-time based on performance.

How to Apply

If you are excited to help clients achieve financial confidence and independence, apply with your resume and fill out the brief assessment to determine if you are a strong fit for the Client Success Specialist role at GFI Team Ikigai.