We are looking for a Client Services Associate to join our fully remote team. This is an entry-level role with no prior experience required and full training provided. You will be the main point of contact for clients, helping them with onboarding, account setup, and day-to-day questions.
Roles:
• Serve as a friendly first point of contact for clients
• Support client onboarding and account setup
• Help clients with transfers, payments, and account updates
• Answer client questions about money coming in and going out
• Prepare simple account documents and keep records organized
• Work with a team to keep the client experience smooth
Skills/background needed:
• No experience necessary – full training provided
• Willingness to learn and a helpful attitude
• Good communication skills, written and verbal
• Attention to detail and ability to stay organized
• Comfort using basic computer programs such as word processing and spreadsheets
• Ability to keep sensitive information confidential
Rate: Competitive entry-level pay, details shared upon application.
Contract length: Full-time, ongoing.
Location: Remote work worldwide (United States preferred)
Ready to get started? Submit your application below.