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Remote Finance: Client Success Manager in Training

Remote / Online - Candidates ideally in
Hamden, New Haven County, Connecticut, 06514, USA
Listing for: AO Garcia Agency
Full Time, Apprenticeship/Internship, Remote/Work from Home position
Listed on 2026-10-27
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, drawing on a structured process and mentorship from a growing team.

Expect to communicate clearly, manage conversations about benefits, and work independently with minimal supervision while delivering meaningful outcomes for families.

Join us at AO Garcia Agency as our next Remote Finance:
Client Success Manager in Training in Hartford, CT, United States.

We invite applications for the Remote Finance:
Client Success Manager in Training position located in Hartford, CT, United States.

The following opportunity is for a Remote Finance:
Client Success Manager in Training with AO Garcia Agency.

Our team is growing, and we are hiring a Remote Finance:
Client Success Manager in Training in Hartford, CT, United States.

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