Remote Client Intake Specialist Impactful Guidance
Portland, Multnomah County, Oregon, 97223, USA
Listed on 2026-10-20
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Customer Service/HelpDesk
Client Relationship Management
AO Garcia Agency is seeking a client-facing professional in financial services who can enroll and support clients who asked for guidance, delivering clear, empathetic guidance remotely from home.
You will join a growing team, receive tools and mentorship, and help families navigate important financial decisions. The role emphasizes real-life schedules, meaningful work, and a portfolio of lasting client relationships.
Step into the Remote Client Intake Specialist Flexible Impactful Guidance role at AO Garcia Agency in Gresham, OR, United States and grow with us.
We are currently recruiting a Remote Client Intake Specialist Flexible Impactful Guidance for our team in Gresham, OR, United States.
This is a strong position to take on the Remote Client Intake Specialist Flexible Impactful Guidance role at AO Garcia Agency.
As a Remote Client Intake Specialist Flexible Impactful Guidance, you will play an important part at AO Garcia Agency in Gresham, OR, United States.
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