Remote Client Intake & Guidance Specialist
Cranston, Providence County, Rhode Island, 02910, USA
Listed on 2026-10-20
-
Customer Service/HelpDesk
AO Garcia Agency seeks a client-facing professional for a fully remote role in financial services. You will enroll and support clients, delivering guidance with a human touch while collaborating with a growing team and utilizing available tools and mentorship.
You will participate in benefits conversations and follow a proven process, ensuring clients receive clear, actionable guidance tailored to their needs.
We have an opening for a Remote Client Intake & Guidance Specialist in Cranston, RI, United States within Finance, Sales.
Full responsibilities and requirements are described in the listing above.
Learn more about the Remote Client Intake & Guidance Specialist role in the description above.
We appreciate your interest in this position.
Join AO Garcia Agency and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).