Job Description
We're looking for a customer-focused and detail-driven Customer Service Representative to support daily operations by assisting clients through an advisor-led service model, coordinating client requests, and ensuring each step of the customer experience runs smoothly from start to finish. This fully remote opportunity is ideal for someone who enjoys helping others, staying organized, and delivering high-quality support in a structured environment. In this role, you'll use established systems, tools, and training to assist customers, manage communication workflows, coordinate scheduling and confirmations, and maintain accurate records throughout the process. You'll work closely with assigned advisors while ensuring timely follow-ups, clear communication, and a seamless client experience. What You'll Do Support customers through their assigned advisor throughout the planning process Respond to client inquiries and provide accurate, timely information Assist with scheduling, confirmations, updates, and follow-ups Coordinate communication between clients and advisors as needed Maintain accurate digital records and organized client documentation Monitor outstanding items and ensure tasks are completed on schedule Support efficient operations by keeping workflows organized and aligned What We're Looking For Strong communication and customer service skills Ability to manage multiple requests and prioritize effectively Attention to detail and strong organizational abilities Comfortable working independently in a remote environment Reliable, professional, and proactive Tech-savvy and able to learn new systems quickly Experience in customer service, coordination, support, or administrative work is helpful but not required Must be a citizen of the US, UK, Australia, Mexico, Spain, or LATAM Why This Role Stands Out: Fully remote flexibility Structured onboarding and ongoing support Clear systems and processes designed for success Opportunity to build customer support and coordination skills Supportive and collaborative team environment Opportunities for professional growth and advancement