Customer Service Representative

We're seeking a client-focused Customer Service Representative to support customers within a structured, advisor-led service model. In this role, you'll play a key part in guiding clients, coordinating important details, and ensuring their experience is organized, responsive, and seamless from beginning to completion.

You'll collaborate closely with assigned advisors to manage client communications, address questions, and provide timely updates related to scheduling, confirmations, and next steps. This fully remote position is ideal for someone who enjoys helping others, staying organized, and delivering consistent, high-quality service in a process-driven environment.

• Provide support to customers in partnership with their assigned advisor
• Respond promptly to inquiries with clear, accurate information
• Assist with scheduling, confirmations, and routine follow-ups
• Maintain organized records and ensure all client details are documented accurately
• Help create a smooth, professional client experience at every stage

• Strong communication and interpersonal skills
• Customer service mindset with attention to detail
• Comfortable working independently in a remote setting
• Professional, reliable, and confident using technology and internal systems
• Must be a citizen of the US, Uk, Australia, LATAM, or Spain

• 100% remote flexibility
• Structured training and ongoing support
• Clear opportunities for growth within a collaborative, supportive team