Customer Service Representative

We're looking for a dedicated and client-focused Remote Customer Service Representative to support day-to-day client interactions within a structured, advisor-supported environment. In this role, you will assist clients by providing clear guidance, coordinating schedules, and helping ensure each experience is smooth, organized, and handled with care from start to finish.

You'll work closely with assigned advisors to manage client requests, respond to questions, and provide timely updates related to scheduling, confirmations, and overall coordination. This fully remote position is ideal for someone who enjoys helping others, staying organized, and delivering consistent, high-quality service.

• Provide support to clients in coordination with their assigned advisor
• Respond to inquiries in a timely and professional manner
• Assist with scheduling, confirmations, and follow-up communication
• Maintain accurate and up-to-date client records
• Ensure clear and consistent communication throughout each interaction

• Strong communication and customer service skills
• High attention to detail and ability to stay organized
• Comfortable working independently in a remote environment
• Reliable, professional, and tech-savvy

• Fully remote work environment
• Structured training and ongoing support
• Clear systems and processes to guide your work
• Opportunity for growth within a collaborative and supportive team