Remote Part-Time Client Success Lead; Financial Wellness
Remote / Online - Candidates ideally in
Nashville, Davidson County, Tennessee, 37247, USA
Listed on 2026-08-26
Nashville, Davidson County, Tennessee, 37247, USA
Listing for:
GFI-Team Ikigai
Part Time, Remote/Work from Home
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
GFI Ikigai is seeking a part-time Lead Associate to manage a portfolio of client accounts remotely. You will serve as the primary contact, deliver professional support, and educate clients on financial planning topics including budgeting, debt reduction, investing, and retirement planning.
You will obtain a Life Producer license within two weeks, leverage Salesforce CRM for reporting, and pursue opportunities to expand accounts while ensuring high client satisfaction.
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