Client Relationship Specialist Financial Services Remote

Pregnantsee

  • 10875 Main St. #203 10875 Main St. #203 Fairfax, Virginia
  • 19 days ago
  • Remote
  • $85,000–$150,000 Per Year
Want to know if you’re a fit?
Upload your resume and let our AI show you.

Skills

  • Communication Skillsunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Detail Orientedunmatched
  • Develop and Maintain Customersunmatched
  • Financial Servicesunmatched
  • Information/Data Security (InfoSec)unmatched
  • Interpersonal Skillsunmatched
  • Leadershipunmatched
  • Organizational Skillsunmatched
  • Record Keepingunmatched

Description

Benefits:
  • Bonus based on performance
  • Flexible schedule
  • Opportunity for advancement
  • Wellness resources
We are seeking individuals who enjoy building relationships and helping clients feel confident about their financial future. This role focuses on client communication, education, and ongoing support.
Responsibilities:
  • Build and maintain relationships with clients
  • Provide information about financial protection options
  • Assist clients with questions and policy updates
  • Schedule and conduct virtual check-ins
  • Maintain detailed client records
Qualifications:
  • Strong interpersonal skills
  • Detail-oriented and organized
  • Ability to communicate clearly and professionally
  • Prior customer service experience preferred
What We Offer:
  • Flexible remote schedule
  • Training provided
  • Performance-based earnings
  • Supportive team environment
Compensation: $85,000.00 - $150,000.00 per day

Numbers & Facts

Location10875 Main St. #203 10875 Main St. #203 Fairfax, Virginia (
Remote
)
Salary$85,000–$150,000 Per Year

Similar Jobs