Customer Care Associate- Financial Services

Key Responsibilities

• Consult with clients to identify financial goals, needs, and priorities
• Educate clients on basic financial principles and available options
• Develop and maintain strong, professional client relationships
• Provide ongoing guidance and follow-up as client situations change
• Engage in training programs, licensing preparation (if applicable), and skill development
• Support a collaborative, growth-oriented team culture

• Comprehensive onboarding program
• Assistance with life and investment licensing (if applicable)
• Mentorship from experienced industry professionals
• Continuous learning through coaching and training sessions
• Opportunities for advancement based on performance and progress

• Reliable, professional, and open to coaching
• Effective communicator with a client-first approach
• Self-driven and goal-focused
• Interested in long-term career growth
• Background in sales, customer service, education, leadership, or business is helpful but not required

Job Types: Full-time, Part-time

Work Location:

Hybrid remote in Houston, TX 77082

Pay: $4,500.00 - $6,000.00 per month

• Flexible schedule
• Life insurance
• Paid training
• Retirement plan
• Work from home