Remote Client Services Specialist - Elevate Financial Literacy
Remote / Online - Candidates ideally in
Montpelier, Washington County, Vermont, 05604, USA
Listed on 2026-08-06
Montpelier, Washington County, Vermont, 05604, USA
Listing for:
GFI Team Ikigai
Part Time, Remote/Work from Home
position Listed on 2026-08-06
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management, Customer Success Management
Job Description & How to Apply Below
GFI-Team Ikigai in the United States is seeking a Client Services Specialist to be the front line for clients, solving financial puzzles with empathy and expertise. You will educate clients about our financial products and cultivate strong relationships while avoiding cold calling.
This remote-friendly, part-time role offers flexible hours and opportunities for growth. You will use CRM tools to manage client journeys, identify upsell opportunities, and ensure a smooth, engaging experience for
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