Remote Client Support Specialist

Were looking for a dedicated Remote Client Support Specialist to provide high-quality service and assist clients through a structured, advisor-led model. In this fully remote role, youll help manage client requests, coordinate schedules, and ensure a smooth and organized experience from start to finish.

This position is ideal for someone who enjoys helping others, staying detail-oriented, and communicating clearly while working independently in a professional environment.

• Assist clients under their assigned advisor, providing guidance and support
• Respond to inquiries promptly with accurate, helpful information
• Coordinate scheduling, confirmations, and follow-ups to ensure seamless service
• Maintain precise client records and document communications
• Support process improvements to enhance the overall client experience

• Strong verbal and written communication skills
• Customer service experience or client-facing background preferred but not required
• Comfortable working independently in a remote environment
• Reliable, professional, and tech-savvy
• Detail-oriented with strong organizational skills

• 100% remote flexibility
• Structured onboarding and ongoing training
• Collaborative, supportive team environment
• Opportunity for growth and skill development in client services