Remote Client Success & Finance Advisor
Remote / Online - Candidates ideally in
Waltham, Middlesex County, Massachusetts, 02451, USA
Listed on 2026-07-24
Waltham, Middlesex County, Massachusetts, 02451, USA
Listing for:
GFI-Team Ikigai
Remote/Work from Home
position Listed on 2026-07-24
Job specializations:
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Customer Service/HelpDesk
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Finance & Banking
Job Description & How to Apply Below
GFI Team Ikigai is seeking a Remote Client Specialist to build deep client relationships, guide financial journeys, and drive client success from a fully remote environment.
You will educate clients on investments, insurance, savings, and retirement strategies, create tailored financial plans, and identify upsell opportunities while logging activities in our CRM for leadership reporting.
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