Client Support Specialist

About the role

As a Client Support Specialist, you’ll provide outstanding front-line customer support, engaging with clients remotely over Zoom to help them identify and achieve their financial goals. This role focuses on creating exceptional customer experiences through education, goal discovery, and strategy implementation.

Why you'll love working with us

• 100% remote position with flexible workday management
• Comprehensive in-house training, online tools, and mentorship for continuous growth
• Scalable compensation aligned with career goals and opportunities for advancement
• Supportive environment with seasoned brokers and mentors for career guidance
• Leadership development and team collaboration skills building

Requirements

• Enthusiasm for making a positive impact by solving financial literacy challenges
• Ambition, a positive mindset, and strong people skills
• Entrepreneurial spirit, self-motivation, and coachability
• 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

Qualifications (preferred but not required)

• Backgrounds in customer service, leadership, or management
• Experience in education, coaching, military, or as elite athletes

Your pathway to success

Whether you're seeking a full-time career or part-time additional income, our platform supports your individual goals for advancement and compensation in a collaborative team environment.