Virtual Client Services Associate
Remote / Online - Candidates ideally in
North Bennington, Bennington County, Vermont, 05257, USA
Listed on 2026-10-20
North Bennington, Bennington County, Vermont, 05257, USA
Listing for:
AO Garcia Agency
Remote/Work from Home
position Listed on 2026-10-20
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management, Customer Success Management
Job Description & How to Apply Below
Client-facing, fully remote, financial services.
You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.
The deal- 1. Home office. Web presentations.
- 2. Work that matters to families.
- 3. Training and leaders who stay involved.
- 4. A schedule you can build around real life.
- 5. A portfolio you keep serving — not a stack of one-off calls.
- Communication that is clear and human
- Discipline without a supervisor in the hallway
- Openness to a proven process
- Interest in benefits conversations, not just “sales energy”
This opportunity is for the Virtual Client Services Associate role at AO Garcia Agency.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Virtual Client Services Associate role at AO Garcia Agency, based in North Bennington, VT, United States.
Position Requirements
10+ Years
work experience
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