Team Associate - Remote

About the role

Join a dynamic team on a mission to tackle financial illiteracy and empower communities. As a Team Associate, you'll work remotely to build relationships, manage client portfolios, and drive retention and revenue growth while enjoying flexibility and personal growth opportunities.

Responsibilities

• Serve as the primary contact for a growing portfolio of clients.
• Maintain precise records and updates in our CRM system.
• Diagnose client queries and coordinate solutions efficiently.
• Ensure high levels of client satisfaction with every interaction.
• Identify and pursue upsell and cross-sell opportunities to drive growth.

Requirements

• Background in customer service, leadership, or management.
• Strong client communication skills and familiarity with CRM systems.
• Creative problem-solving abilities and a passion for helping others.
• Ability to balance work-from-home flexibility with ambitious goals.

Benefits

• Flexible schedule tailored to your lifestyle.
• In-house training and mentorship opportunities.
• Career growth and advancement prospects.

Pay

Compensation ranges from $55,000 to $65,000 annually, with opportunities to grow into a full-time role.