About the role
We are looking for a friendly, organized person to join our team as a Client Care Representative. In this fully remote role, you will be the first point of contact for clients, helping them feel confident and cared for from start to finish. No prior experience is needed — full training is provided.
What you’ll do
Welcome clients and guide them through the intake process. Help collect and organize documents, answer questions, and explain each step clearly. Work closely with advisors to keep communication smooth, follow up to check client satisfaction, and handle all client information with confidentiality. You may also help clients who run into trouble signing or paying online.
Skills/background needed
A high school diploma or equivalent. Strong communication and interpersonal skills with a client-first mindset. Comfort using technology and tools like Microsoft Word, Excel, Outlook, and Teams. Good attention to detail, time management, and the ability to work both independently and with a team. A willingness to learn is more important than past experience.
Rate: Competitive entry-level pay, details shared upon application.
Work format: Fully remote — work from home or anywhere.
Location: Remote work worldwide (United States preferred)
Ready to get started? Submit your application below.