Remote Client Services Specialist; Financial
Penn Hills, Allegheny County, Pennsylvania, USA
Listed on 2026-10-12
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Customer Service/HelpDesk
Banking & Finance -
Finance & Banking
Banking & Finance
Lever, Inc. is seeking a client-facing, fully remote professional in a financial services context. You will enroll and support clients who seek guidance, using web presentations and a proven process. You will work with a growing team and mentors, while building a schedule that fits real life and helps families.
The role emphasizes ongoing client support, remote delivery, and a portfolio of clients you keep serving rather than one-off calls. Training and leadership involvement are highlighted.
This role, Remote Client Services Specialist (Financial) at AO Garcia Agency, could be your next opportunity.
Our team is growing, and we are hiring a Remote Client Services Specialist (Financial) in Penn Hills, Allegheny County, United States.
This position is for the Remote Client Services Specialist (Financial) role at AO Garcia Agency.
We are seeking a motivated Remote Client Services Specialist (Financial) to join AO Garcia Agency in Penn Hills, Allegheny County, United States.
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