Client Support Specialist

Position Overview

As a Client Support Specialist, your primary responsibility will be to provide outstanding front-line customer support. You'll engage with clients from the comfort of your home over Zoom, helping clients to identify and achieve their financial goals. It's all about creating exceptional customer experiences by offering education, discovering goals, and implementing strategies to obtain them.

Why You'll Love Working With Us

• 100% Remote Position: Manage your workday flexibility and accommodate your schedule.
• Comprehensive Training: Access to our extensive online tools, training programs, and mentorship for continuous growth.
• Opportunities for Advancement: The sky's not even the limit! With scalable compensation aligned with your career goals, your ambitions are fully supported.
• Personal & Professional Growth: Work in a genuinely supportive environment with seasoned brokers and mentors offering career guidance.
• Ledgership Development: Dive into a system focused on building your leadership and team collaboration skills.

What We Need From You

• Enthusiasm for making a positive impact by solving financial literacy challenges.
• Ambition and a positive mindset.
• Backgrounds in customer service, leadership, and management are a plus.
• Entrepreneurial spirit, self-motivation, coachability, and people skills are required.
• Must be over 18 years old and a U.S. Citizen.
• Ability to pass a comprehensive background check.
• Must own a computer with a webcam and have reliable internet.
• Experience in education, coaching, military, or as elite athletes preferred but not required!
• A genuine drive to help others and foster community well-being.