Remote Account Associate

Core Responsibilities

• Connect with new and prospective clients through outreach and follow-ups
• Learn about each client’s financial goals and challenges
• Present solutions that align with their needs and objectives
• Aid clients through onboarding and product setup
• Maintain detailed client information and activity logs in CRM tools
• Provide ongoing support through regular check-ins and service updates

Qualifications

• A high school diploma with a college degree preferred
• Strong communication and relationship-building skills
• Highly organized and comfortable working independently in a remote setting
• A proactive, client-focused attitude with strong attention to detail
• Previous experience in customer service, account support, or sales is a plus