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Remote Part-Time Customer Success Financial Pros

Remote / Online - Candidates ideally in
Greenwood Village, Arapahoe County, Colorado, USA
Listing for: Lakeshore Talent
Full Time, Part Time, Remote/Work from Home position
Listed on 2026-09-07
Job specializations:
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 24 - 26.5 USD Hourly USD 24.00 26.50 HOUR
Job Description & How to Apply Below
Position: Remote Part-Time Customer Success for Financial Pros

Lakeshore Talent is seeking a part-time Customer Success Specialist to support financial professionals through certification programs like CIMA, CPWA, and RMA. This role offers a flexible schedule and 20 hours weekly, with mornings and afternoons preferred.

You will deliver friendly, professional service, assist with onboarding, troubleshoot issues, and use Salesforce and Microsoft Office. Training is provided, and remote work is possible after a brief in-office period.

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