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Remote Client Care Specialist – Financial Services

Remote / Online - Candidates ideally in
Broken Arrow, Tulsa County, Oklahoma, 74013, USA
Listing for: AO Garcia Agency
Remote/Work from Home position
Listed on 2026-10-12
Job specializations:
  • Finance & Banking
    Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below

Lever, Inc. is seeking a client-facing, fully remote professional in financial services. You will enroll and support clients who asked for guidance, with mentorship and the right tools.

Join a growing team that values training and involved leaders. You’ll work on benefits conversations, build trust with families, and manage a portfolio of clients with a schedule you can align to real life. This role emphasizes clear communication and a proactive process, offering meaningful work and the

As a Remote Client Care Specialist – Financial Services, you will play an important part at AO Garcia Agency in Broken Arrow, OK, United States.

Join us at AO Garcia Agency as our next Remote Client Care Specialist – Financial Services in Broken Arrow, OK, United States.

We are currently recruiting a Remote Client Care Specialist – Financial Services for our team in Broken Arrow, OK, United States.

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