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Remote Inbound Call Support & Service Records Coordinator
Wells Fargos.Inc.
Remote client services assistant job
We are seeking professional and reliable individuals to join our remote workforce as Inbound Call Support & Service Records Coordinators. This work-from-home role supports call center operations by assisting customers, coordinating communication records, and maintaining accurate documentation across internal systems.
In this role, you will assist customers through inbound phone calls and approved written communication channels. Your responsibilities include responding to general inquiries, providing accurate information, and ensuring each interaction is handled respectfully and professionally. Clear and consistent communication is essential.
Alongside customer support, you will manage service coordination tasks. These include recording call summaries, updating internal systems with accurate information, reviewing documentation for completeness, and maintaining organized digital records. Attention to detail is critical, as accurate information supports service quality and internal reporting.
This position follows structured procedures and standard operating guidelines. Training materials, call handling instructions, and system access guidance will be provided during onboarding. Although remote, you will stay connected with supervisors and colleagues through digital collaboration platforms.
Applicants must have a reliable internet connection, a computer or laptop, and a quiet workspace suitable for professional communication. Basic computer skills, including email usage and familiarity with online tools, are required. Strong organizational and time management skills are necessary to succeed.
Previous experience in call center operations, customer support, or administrative roles is helpful but not required. Entry-level candidates are encouraged to apply, and full training will be provided.
Work schedules may be flexible, including part-time or full-time options based on operational needs. Compensation and scheduling details will be shared during the interview process. No application fees or upfront payments are required.
$39k-62k yearly est. 4d ago
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Client Care Coordinator
AWTB
Remote client services assistant job
Become part of our passionate travel team as a Client Care Coordinator! Youll help clients create stress-free vacations while enjoying the freedom of working from home.
Responsibilities:
Provide high-touch client care from first inquiry to trip completion.
Assist with reservations, documentation, and itinerary planning.
Proactively address client needs and concerns.
Build strong relationships through excellent communication.
Qualifications:
Exceptional customer service and communication skills.
Reliable and detail-oriented.
Independent worker with strong organizational skills.
Enthusiastic about travel and hospitality.
What We Offer:
Remote flexibility and mentorship.
Inclusive, team-oriented culture.
Continuous learning opportunities.
Travel discounts and industry incentives.
$34k-51k yearly est. 59d ago
Client Care Coordinator
One Stop Home Care Services LLC
Remote client services assistant job
Job DescriptionBenefits:
401(k)
Competitive salary
Flexible schedule
Free uniforms
Paid time off
Benefits/Perks
Flexible Scheduling
Competitive Compensation
Careers Advancement
Job Summary
We are seeking a Client Care Coordinator to join our team. In this role, you will work collaboratively with clients to determine their home care needs, develop the best course of action, and oversee their treatment plans, ensuring each client gets high-quality, individualized care. The ideal candidate is compassionate, patient, and knowledgeable about healthcare practices.
Responsibilities
Collaborate with physicians, patients, families, and healthcare staff
Coordinate a variety of healthcare programs
Develop individualized care plans
Educate patients on their healthcare options
Create goals and monitor progress toward goals
Recruit and train staff
Create schedules
Qualifications
Previous experience as a Care Coordinator or in a similar position is preferred
Strong problem-solving and organizational skills
Ability to manage multiple projects or tasks and prioritize appropriately
Ability to work in fast-paced situations and make sound decisions quickly
Excellent interpersonal skills and high level of compassion
Strong verbal and written communication skills
Work remote temporarily due to COVID-19.
$28k-48k yearly est. 30d ago
Specialist for Installing Residential Glass P/T
Glass Doctor
Remote client services assistant job
We are excited to offer this new position in this fast growing all inclusive Glazing Company. We work with large and small commercial projects along with residential glass replacement and shower door installations. Flexable hours and days available We are offering attractive packages that include wage commissions.
We hire reliable, friendly, and customer service-focused glass professionals and office staff who are dedicated to creating a delightful customer experience.
The Specialist Technician for Installing Flat Glass is key member of our team responsible for the quality and efficient installation of residential and commercial flat glass and related glass products such as windows, storefronts, mirrors, display cases, shower doors, etc. You will also develop new customers by identifying opportunities to sell additional work. Exemplifying our code of values, you show respect and courtesy to all customers and employees.
Ideally you have prior experience in the flat glass industry and have proven communication skills with supervisors, employees, and customers. You are self-motivated, thrive in fast moving environments, and able to manage time to effectively meet deadlines.
Specific Responsibilities:
Install glass, mirrors, door and window hardware in replacement and new installations
Insure the efficient use of materials and maintain adequate stock of vehicle
Sell flat glass products and services to customers
Conduct accurate field measuring and cut flat glass and mirrors according to specified dimensions and patterns.
Collect payment and/or payment information from customers for work performed
Keep company vehicle and equipment properly serviced, clean, and in good working order and condition
Complete invoices, daily route sheets, and weekly reports as required
Execute Service with Advanced Training (SWAT)
Perform other duties as needed which may include cross-training in related positions
Job Requirements:
Prior experience in the flat glass industry installing showers is a plus
Ability to measure accurately and use tape measures and levels
Physical ability to work with ladders, scaffolding and related equipment required for glass installation
Proficiency to navigate tablet based technology
Excellent communication skills
Benefits: best packages in industry.
We are actively interviewing for this position - Apply today and our hiring manager will follow-up!
This is a remote position.
Compensation: $20-$30 per hour plus commissions
Around here, we're not just glass experts. We're skilled craftsmen. Makers. Doers. Problem solvers. We're helping our customers make their homes the best they can be, and their cars as safe as possible. Come join a brand rich in tradition, big on collaboration and learning. A place where your ideas and expertise are valued above all. After all, without your vision, our customers couldn't achieve their own.
Notice
Synergistic International LLC is the franchisor of the Glass Doctor franchised system. Each Glass Doctor franchised location is independently-owned and operated by an independent franchisee performing services. As a service to its independent franchisees, Synergistic International LLC lists employment opportunities available throughout the franchised network so those employment opportunities may be conveniently found by interested parties at one central location for brand management purposes only. Synergistic International LLC is NOT the employer seeking help. The only employer is the independent franchisee who has listed its available positions on this website.
*Acknowledgement
I acknowledge that each independent Glass Doctor franchisee hires and determines the terms and conditions of employment for its own employees. Any employment benefits, compensation and employment practices vary by location. Neither Synergistic International LLC (“Franchisor”) nor its affiliates have the power to: (1) hire, fire or modify the employment condition of franchisee's employees; (2) supervise and control franchisee's employee work schedule or conditions of employment; (3) determine the rate and method of payment; or (4) accept, review or maintain franchisee employment records. Synergistic International LLC is NOT the employer and/or joint employer for: (i) any of the job opportunities listed on this website; (ii) any of the independent franchisees; and, (iii) any of the employees of the independent franchisees.
$20-30 hourly Auto-Apply 60d+ ago
Bilingual Client Care Coordinator (English/Spanish) - 100% Remote in Florida
Seasons Psychotherapy Associates LLC
Remote client services assistant job
Exceptional benefits worth $13,000-$18,000 per year (100% paid health/dental/vision/life, up to 26 days PTO + all federal holidays, 401(k) match)
Seasons Psychotherapy Associates is a growing, mission-driven mental health group practice serving clients across Florida. We are looking for a warm, organized, fully bilingual (English/Spanish) Client Care Coordinator to be the welcoming first point of contact for our clients - entirely from home.
This is a full-time, 100% remote position (Monday-Friday, typical shifts 9 AM-6 PM ET). No commuting, no required office days ever.
You'll spend your day:
Answering phones and emails with genuine care
Conducting new-client intakes and scheduling appointments
Verifying insurance, explaining services, and easing anxious callers
Keeping clinician calendars and EHR notes accurate
Collaborating with our supportive remote team
We need:
Full professional fluency in English and Spanish (spoken and written)
Excellent phone voice and true empathy
Strong multitasking and organization skills
Reliable home office with high-speed internet
Ability to pass a Level 2 fingerprint background check
Current Florida residency
Nice to have (but not required):
1+ years in medical office, mental health, or high-volume clientservice
Experience with EHR or scheduling systems
This role is perfect for you if you value stability, outstanding benefits, work-life balance, and helping people more than the absolute highest hourly rate - especially parents, military spouses, medical assistants wanting to leave the office, or anyone who wants fully covered healthcare and generous time off.
If that sounds like you, we'd love to meet you. Apply today - we review applications daily and move quickly.
$26k-40k yearly est. 22d ago
Client Experience & Journey Coordinator/Remote
Effortless Travel Solutions ETS
Remote client services assistant job
Job Description
We are seeking detail-oriented and customer-focused individuals to join our team as Client Journey Coordinators. In this role, you will support clients throughout the travel planning process by providing information, coordination, and personalized service to ensure smooth and memorable experiences.
This position is ideal for individuals who enjoy helping others, communicating with clients, and working remotely with flexible scheduling.
Key Responsibilities:
Communicate with clients to understand travel preferences and goals
Provide accurate destination information and tailored recommendations
Coordinate and organize travel itineraries
Assistclients before, during, and after travel as needed
Utilize booking and client management systems (training provided)
Maintain timely and professional communication
What We Offer:
Fully remote work environment
Flexible schedule
Access to industry tools and training
Opportunities for professional development
Travel-related benefits and perks (details discussed during onboarding)
Supportive and collaborative team environment
$37k-61k yearly est. 21d ago
Client Relations Coordinator (US-Remote)
QT Communications Technology 3.9
Remote client services assistant job
This is Hourly Paid Job (US-Remote)
We are seeking an experienced and resourceful clientservices coordinator to oversee the day-to-day relations with our clients. The clientservices coordinator will be responsible for collecting information on how to best serve clients. You will report directly to senior management and work closely with different role players, e.g. teams within the organization, vendors, and customers.
To be successful in this role, you must have superb organizational and communication skills. Your work will be accurate and you will be polite and professional.
ClientServices Coordinator Responsibilities:
Provide assistance to clients in person, on email, or telephonically.
Schedule meetings or telephone conferences between clients and management.
Book meeting rooms or venues.
Coordinate the production of client-facing marketing materials.
Compile and maintain records on client accounts.
Screen feedback and requests form clients and liaise with relevant departments within the organization to provide solutions.
Escalate complaints to relevant departments.
Liaise with in-house teams to adjust service offerings and assess related costs.
Build and maintain close relationships with clients.
ClientServices Coordinator Requirements:
A bachelors degree is preferred.
Computer skills must be proficient with Microsoft Office, Adobe, and project management software, e.g. Trello.
Prior administrative or clientservices experience within a corporate organization may be strongly desired.
A professional and friendly demeanor.
Have a keen eye for detail.
Excellent verbal and written communication skills.
Required Skills:
Client Relations Trello Conferences Records Vendors Materials Email Software Project Management Microsoft Office Marketing Communication Management
$50k-68k yearly est. 60d+ ago
Client Experience Coordinator
Lendingone 4.0
Remote client services assistant job
At LendingOne, we don't just lend capital-we fuel opportunity. Headquartered in sunny Boca Raton, FL, with additional offices in Charlotte, NC and Great Neck, NY, we've funded over $6 billion in real estate capital and earned recognition as one of the Sun Sentinel's Top Workplaces-four years running!
As a direct private lender-not a broker, not a bank-we specialize in business-purpose mortgage loans for real estate investors, including fix-and-flip bridge loans and long-term rental financing.
Our mission is powered by our values:
Speed & Ease - We simplify lending so clients can move fast and seize opportunities.
Solutions Driven - We solve problems, not just process paperwork.
Loyal Partners - We build trust, not just transactions.
Authentic Experience - We stay real, reliable, and respectful-always.
We're a fully funded, full-service lending partner-and we're growing fast.
The Opportunity:
If you're the type of person who thrives on keeping people informed, solving problems quickly, and making sure no detail gets missed, you'll love this role. As a Client Experience Coordinator, you'll be the key liaison between our clients and internal teams, ensuring a smooth and responsive loan process from start to finish.
This is a fast-paced, client-facing role that demands urgency, ownership, and communication excellence.
This is a full-time employment opportunity working in our Headquarters office in Boca Raton, FL.
What You'll Do:
At the heart of this role is unwavering client support-answering calls promptly, prioritizing client needs with empathy, and delivering clear, thoughtful communication every step of the way.
Serve as the primary point of contact for assigned clients-ensuring consistent, proactive communication and delivering updates that inspire confidence.
Coordinate across departments (sales, underwriting, legal, closing) to keep everyone aligned and timelines on track.
Maintain a fast-moving pipeline of loan applications, reviewing and collecting documents, flagging issues, and pushing processes forward with urgency.
Provide a high-touch experience to clients by anticipating needs, resolving questions quickly, and owning the details.
Track key project milestones such as appraisals, title reports, and due diligence items, and follow through relentlessly to keep deals moving.
Review loan files for completeness and compliance; assist credit analysts and underwriters in clearing conditions and preparing for funding.
Advocate for the client internally-flagging challenges early and helping the team craft solutions with speed and accuracy.
Keep documentation, updates, and communication logs impeccably organized for full visibility and efficiency.
Requirements
2+ years in a professional or customer-facing role, ideally in real estate, lending, operations, or clientservices
Exceptional communication and follow-up skills-you write and speak clearly, with empathy and purpose
High attention to detail with a “nothing slips through the cracks” mindset
Proven ability to multitask and prioritize in a fast-paced, high-volume environment
Positive energy, collaborative spirit, and a customer-first attitude
Strong computer proficiency and a willingness to learn new systems
A true sense of urgency-because our clients depend on us to move fast and get it right
Benefits
Why LendingOne:
Competitive base salary and incentive structure
Full medical, dental, and vision benefits
Company-matching 401(k) plan
Paid time off and 10 company-paid holidays
Work-from-home Fridays
Career development, training, and internal promotion opportunities
Team-building events, company lunches, and swag
Collaborative, inclusive, and fun workplace culture
LendingOne is proud to be an Equal Opportunity Employer. We're committed to building a diverse and inclusive workforce where everyone belongs.
$37k-60k yearly est. Auto-Apply 60d ago
Client Coordination Strategist
Talent Find Professional
Remote client services assistant job
Job DescriptionUnlock a New Career Path with Talent Find Professional
Talent Find Professional is searching for driven, motivated individuals who want more control over their time, income, and future. If you've ever felt stuck working on someone else's schedule, constantly asking permission for time off, or sacrificing family moments because a job demanded it-this may be the turning point you've been looking for.
Many people feel overworked and undervalued. We believe hardworking individuals deserve an opportunity to build something meaningful for themselves and their families. Our team provides step-by-step guidance, simple systems, and mentorship designed to help you build confidence, improve your earning potential, and eventually achieve long-term financial independence.
What You'll Be Doing
As an Independent Agent partnered with Talent Find Professional, you will use our proven, easy-to-follow system to:
Connect with individuals who have requested information
Schedule conversations and guide people through simple application processes
Present various protection options in a clear, straightforward way
Develop strong relationships with clients through consistent communication
Learn how to structure your time and create a balanced, self-managed schedule
We focus on helping agents grow through repetition, mentorship, and consistency-not complicated scripts or pushy tactics.
This is a fully remote position.
Compensation Structure
This is a 1099 independent contractor position. Compensation is commission-based and reflects your personal performance. Agents typically begin part-time and scale up as their consistency and results grow. There are three potential income streams within this model:
Active income earned from helping and protecting families
Backend passive income (residuals) generated from ongoing policy renewals
Agency overrides, available once you begin supporting and developing a team
Our structure rewards integrity, coachability, and consistent effort-not previous experience.
Several of our agents are making north of $250,000 after being with the company for 2 full years. This is absolutely dictated by work ethic and Skillset. This is in no way guaranteed and should be viewed as a growth opportunity.
Who Thrives Here
You do
not
need industry experience to succeed. Some of our most successful agents came from completely unrelated fields. What matters most is:
A strong work ethic and willingness to learn
Comfort speaking with people by phone or video
A desire to help others find clarity and protection
Goal-oriented thinking and the ability to manage your own time
Openness to mentorship, training, and proven systems
If you can stay consistent, follow a simple process, and show up with professionalism, you can grow here.
Why People Choose Talent Find Professional
This opportunity attracts individuals who want:
A flexible schedule they control
Leadership that supports growth
A clear blueprint to follow
A role where effort directly impacts income
A chance to build something long-term for their family
A community of like-minded, hardworking professionals
Important Details
This opportunity is designed for independent, self-motivated individuals. As a 1099 contractor, you are responsible for your own schedule, equipment, and taxes. There is no base salary or traditional employee benefits. Position is fully remote.
$34k-55k yearly est. 29d ago
Virtual Client Coordinator
Nuvant Consulting Group
Remote client services assistant job
About the Role: Nuvant is seeking motivated Virtual Client Coordinators to help prospective clients explore financial solutions that align with their goals. In this role, you'll act as the first point of contact-introducing our services, understanding client needs, and coordinating the next steps in their journey with Nuvant.
Key Responsibilities
Conduct outbound calls, emails, and messages to engage potential clients
Respond quickly to inbound inquiries and provide clear, helpful information
Identify client needs through meaningful conversation and active listening
Present Nuvant's service options and recommend appropriate next actions
Schedule follow-up appointments or connect clients with specialized team members
Maintain detailed and accurate records of client interactions in our CRM system
Qualifications
High school diploma or college degree preferred
Professional, friendly communicator who enjoys client interaction
Highly organized and reliable in a remote work environment
Strong listening skills with a client-focused mindset
Experience in sales, coordination, or customer support roles is a plus
What We Offer
Competitive base pay with performance bonuses and incentives
Comprehensive benefits package: medical, dental, vision, 401(k), and paid time off
Flexibility with structured support
Opportunities for advancement with a growing company
A collaborative team culture built on integrity, accountability, and success
$31k-51k yearly est. Auto-Apply 19d ago
Remote Client & Booking Coordinator
Destination Knot
Remote client services assistant job
Remote Client & Booking CoordinatorLocation: Remote (United States) Company: Destination Knot About Destination Knot:Destination Knot is a client-focused coordination and services company that supports individuals and families with planning, scheduling, and reservation-related needs. We prioritize organization, responsiveness, and a high standard of client experience across every interaction.
Position Overview:The Remote Client & Booking Coordinator provides day-to-day support to clients by assisting with scheduling, reservations, documentation, and general service coordination. This role is ideal for individuals who are detail-oriented, customer-focused, and comfortable working in a remote, structured environment.This is a support-based role centered on communication, organization, and follow-through.
Key Responsibilities:Assistclients with booking requests, scheduling, and reservation coordination Communicate with clients via email, phone, and messaging platforms to provide updates and support Accurately enter, update, and maintain client information and booking details Coordinate timelines, confirmations, and service documentation Provide general client support and respond to inquiries in a timely, professional manner Follow established processes and internal guidelines to ensure accuracy and consistency Collaborate with internal teams to support client needs and workflow efficiency
Qualifications & Skills:Strong communication and customer service skills Highly organized with attention to detail Comfortable working independently in a remote environment Basic computer proficiency and ability to learn new systems Ability to manage multiple tasks while meeting deadlines Professional demeanor and reliability Previous experience in customer service, scheduling, hospitality, or administrative support is helpful but not required.
Work Environment & Schedule:Fully remote position Flexible scheduling options may be available Training and ongoing support provided
Why Join Destination Knot:Remote work flexibility Supportive, structured team environment Clear expectations and processes Opportunity to build valuable coordination and clientservice skills
How to Apply:Qualified candidates are encouraged to submit an application for review. Selected applicants will be contacted for next steps.
$31k-50k yearly est. Auto-Apply 7d ago
Coordinator II, Client Success
Next Gen 3.6
Remote client services assistant job
The Coordinator II, ClientServices provides day-to-day workflow coordination and support to the ClientServices team; balances a variety of priorities across escalation channels to all departments.
Receives and responds to customer product inquiries through various communication modalities such as telephone, email, and/or chat platforms.
Provides coverage for Helpdesk phone and email traffic.
Follows day-to-day workflow activities and processes to ensure customer issues have been received, routed, and documented; organizes, audits, enters, and reports outage data into SalesForce (SF).
Handles a variety of technical support cases including but not limited to speaking with customers and mitigating conflict or difficult client situations.
Addresses and works to resolve issues and/or complaints; escalate to appropriate teams or management for assistance, when necessary.
Create, open, transfer, and/or reassign support cases to appropriate team members; follows up with assigned team members to provide additional information or obtain feedback on status of support case.
Partners with support teams to update status codes or categories; ensures cases are routed to the appropriate teams with complete and accurate information.
Notifies support teams of potentially urgent or critical issues through various communication platforms including chat, email, telephone.
Escalates disgruntled or dissatisfied customer issues to Account Managers and/or Senior Management, as needed.
Assists with SF testing to ensure Helpdesk workflow efficiencies; makes recommendations for consideration related to SF workflow processes to increase client satisfaction and process efficiencies.
Education Required:
Associate degree.
Or, any combination of education and experience which would provide the required qualifications for the position.
Experience Required:
2+ years of experience in customer service, software, or related field.
Knowledge, Skills & Abilities:
Knowledge of: Technology and customer support best practices; software, technologies, and applications to assist with interactions via web, telephone, or other electronic means; trends related to customer support techniques; practices, tools, and techniques for communicating with clients in a professional manner; laws, regulations, policies, and procedures governing the functional area; Microsoft Office Suite.
Skill in: Applying logical and scientific thinking to a wide range of intellectual and practical issues and concerns; interpreting laws and regulations; problem solving, analytical, and critical thinking; working as member of a team; communicating clearly, concisely, and effectively; establishing and maintaining effective working relationships.
Ability to: Work in a fast-paced environment; work with customers needs while following the organization's policies and procedures; determine and apply solutions to work-related problems; stay organized, prioritize workload, and multi-task to meet deadlines.
The company has reviewed this to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the company reserves the right to change this job description and/or assign tasks for the employee to perform, as the company may deem appropriate.
NextGen Healthcare is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
$32k-46k yearly est. Auto-Apply 29d ago
Client Success Coordinator
Perfectus Labs LLC
Remote client services assistant job
Job DescriptionBenefits:
Retirement Plan
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Paid time off
Training & development
Vision insurance
KEY REQUIREMENTS (DO NOT APPLY UNLESS YOU SPECIFICALLY POSSESS THE EXPERIENCE BELOW)
You must currently reside in Ohio, Wisconsin, South Carolina, Texas, or Florida.
You must be able to work from 8:00 a.m. to 5:00 p.m. Eastern or Central Time.
You must have at least 1 year of full-time professional experience.
You must have previous experience working in a remote role or remote team environment.
Compensation Package and Benefits
Full-time role compensated at $21.00 per hour (~$44,000 annually)
Yearly bonuses potential based on performance metrics
Health/Dental/Vision Insurance Options with partial coverage from the company, both individual and family, plus HSA contributions
PTO Program and Paid Holidays
Retirement plan with company contributions/matching
Regular performance reviews and merit-based increases to support growth and recognition
The Role - Client Success Coordinator
Perfectus Labs is hiring a Client Success Coordinator to support our fast-growing portfolio of clients through structured onboarding, proactive communication, campaign performance oversight, and detail-oriented execution. You will serve as a key point of contact for clients, managing the flow of deliverables, ensuring tasks are tracked and completed, and escalating issues when needed.
Were looking for someone who thrives in fast-moving, tech-forward environments and who takes initiative in a fully remote role. This position offers the chance to work alongside experts in marketing automation, AI-powered outreach, and campaign optimization, all while helping small and mid-sized businesses achieve transformational results.
Core Responsibilities
Lead the client onboarding process from kickoff through setup, including running the kickoff call, collecting access and materials, using internal templates, and scheduling follow-up meetings.
Independently lead recurring virtual client check-in meetings, summarize key insights using call recordings and transcripts, document action items in Google Drive, and escalate concerns to a manager when necessary.
Monitor ongoing campaign performance, detect irregular trends or underperformance, suggest actionable next steps, and deliver weekly performance reports with verified data and summarized insights.
Identify project delays or campaign issues, propose initial recommendations, and escalate to management when issues exceed the scope of your authority.
Manage client action items using shared Google Sheets, follow up with clients via Slack or email, and ensure campaigns are launch-ready by completing checklist reviews.
Set up campaign components across AI, SEO, and outreach platforms by following internal SOPs and preparing configurations for manager review.
Demonstrate consistent ownership and reliability in managing deadlines, task follow-through, and communication expectations in a remote environment.
Use Slack and other tools to collaborate with internal team members, report updates, request access, or flag issues requiring support.
Maintain organized documentation and client folders in Google Drive, adhering to naming conventions and quality standards.
Communicate effectively with stakeholders by clearly outlining deliverables, next steps, and timelines, while responding promptly (typically within two to three business hours).
Receive and implement feedback from managers and clients, verify that changes are properly applied, and follow through on open items.
Reprioritize tasks quickly in response to shifting deadlines, campaign issues, or urgent client needs.
Apply basic spreadsheet functions and filters when preparing or reviewing campaign data.
Support internal improvements by identifying workflow bottlenecks and suggesting process enhancements.
Accurately plan and communicate daily work using Slack check-ins and a time-tracking system.
Ensure all completed deliverables are accessible to the right stakeholders and shared through appropriate channels.
About You
You are highly organized, execution-focused, and capable of working independently in a remote environment. You are precise in how you manage documentation and proactive in how you communicate. Youre naturally curious and process-oriented, eager to learn and apply structured systems that drive client results. You take responsibility for your work, solve problems quickly, and care deeply about keeping clients informed and campaigns on track.
If you have prior experience collaborating with distributed teams, managing digital workflows, and supporting client accounts, you would be a great fit for this role.
About the Client
Perfectus Labs is a fast-growing digital marketing company built on AI-powered innovation. We help small and mid-sized service businesses tap into the same marketing tools previously only available to large enterprises, automating SEO, outbound prospecting, and digital campaigns to drive six- to seven-figure revenue gains for our clients.
Our team has managed over $2 billion in ad spend, driven more than $20 billion in sales, and delivered billions of marketing messages. Our proprietary AI systems allow us to deliver results at a scale and speed that traditional teams cant match.
Our Core Values
Positive You stay focused on solutions and forward motion
Passionate You care deeply about your work and the impact it has
Proven to Execute You do what you say, when you say youll do it
If that sounds like you, wed love to hear from you.
This is a remote position.
$44k yearly 15d ago
Lending Client Coordinator
Compeer Financial 4.1
Client services assistant job in Worthington, OH
Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.
How we support you:
* Hybrid model - up to 50% work from home
* Flexible schedules including ample flexibility in the summer months
* Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
* Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
* Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
* Learning and development programs
* Mentorship programs
* Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
* Professional membership/certification reimbursement and more!
Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.
To learn more about Compeer Financial visit ************************
Where you will work: This position offers a hybrid option to allow for occasional remote work, primarily working out of the Worthington, MN office location.
The contributions you will make:
Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service. Primary responsibilities include monetary accounting activities, addressing client inquiries, resolving issues, maintaining accounts and portfolio servicing. Provides coordination for office operations, including events, in order to create a positive environment for clients and team members.
A typical day:
ClientService
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* li">Assists Sales Team in determining li">appropriate client li"> products and delivery tools. Actively promotes the organization's products and services to enhance the relationship and efficiency for the client.
* li">Serves as a li">back up li"> to the Contact Center when needed.
li">Loan Servicing
* li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides li">servicing for li"> PCA loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documents li">into systems.
* li">Coordinates, reviews and li">determines li"> documents needed to perfect Compeer's required li">lien li"> position on servicing transactions.
* li">Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform servicing tasks and escalates issues to appropriate li">department li"> ( li">e.g. li"> sales, credit, loan accounting, client or third party) when further action is needed.
* li">Initiates loan renewals and servicing updates with loan accounting and tracks, li">monitors li"> and ensures necessary corrections are made for system accuracy. Reviews and completes maintenance in response to a variety of daily and monthly client reports to promote data integrity.
* li">Prepares and delivers a variety of legal documents to clients on li">a timely li"> basis to meet regulatory and compliance requirements.
* li">Accurately processes receipts, li">disbursements li"> and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. li">Researches li"> client transactions and li">resolves li"> issues. li">Assists li"> with follow up on delinquent accounts.
Office Support
* li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides office coverage during normal business hours to meet the needs of clients at li">location li">.
* li">Coordinates team li">member li"> and/or client events and manages related invoices and requests. Serves as an Office Ambassador.
* li">Manages day-to-day administrative office duties, including processing incoming and outgoing mail; coordinating team member equipment check out; and ordering and storing supplies (e.g., paper, coffee, li">pop li"> and Compeer literature) for location.
* li">Acts as the point of contact for building maintenance and cleaning issues.
The skills and experience we prefer you have:
* li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">High school diploma or GED.
* li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Entry-level clientservice experience, li">preferably in a financial institution.
* Ability to work in a collaborative team environment and adhere to larger organizational goals, mission and vision.
* Keen eye for detail, ensuring accuracy and compliance in all documentation and processing steps.
* Strong organizational and communication skills.
* Adaptable to changing priorities and situations and the ability to multi-task in a fast-paced environment.
* Effective conflict resolution skills.
* Ability to prioritize client needs and work diligently to offer solutions that are both effective and timely.
* Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g. loan origination), applications and other related technology products.
How we will take care of you:
Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.
Base Pay
$41,300-$65,000 USD
Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.
Click here to view federal employment laws applicable for applicants.
$41.3k-65k yearly Auto-Apply 60d+ ago
Client Experience Coordinator (Remote)
Traveling With McHaila
Remote client services assistant job
Were seeking a motivated Client Experience Coordinator to support clients by providing personalized assistance, coordinating details, and delivering a smooth, professional experience from start to finish. This fully remote role is ideal for someone who enjoys helping people, staying organized, and working independently.
What Youll Do:
Communicate with clients to understand needs and preferences
Provide guidance, updates, and timely follow-ups
Coordinate details and ensure accuracy throughout the process
Deliver friendly, reliable client support
What Were Looking For:
Strong communication and organization skills
Customer service or client-facing experience (preferred, not required)
Comfortable working remotely
Detail-oriented, dependable, and tech-comfortable
Citizen of the US, Mexico, Australia, and UK
Create tailored experiences for clients
Why This Role Stands Out:
100% remote flexibility
Training and ongoing support provided
Opportunity for growth
$27k-44k yearly est. 3d ago
Client Engagement Coordinator
OPOC.Us
Client services assistant job in Worthington, OH
Client Engagement Coordinator
Reports To: Senior Vice President of Benefits
About Us:
OPOC.us is a national, market leading organization in the areas of Employee Benefits, Retirement Plan Administration, Risk Management, and Business Success Services (HR and Payroll), specializing in the delivery of FORTUNE 500 “One-Point-of-CARE” solutions for small and mid-sized organizations. For over three decades, OPOC.us has successfully developed relationships that reinforce Branding, Culture Building, and EmployeeCARE, which are designed to take your company into the future. OPOC.us enjoys a national presence, delivering service to a broad spectrum of corporate clients across America.
Position Overview
The Client Engagement Coordinator serves as the senior support specialist to the SVP, Benefits. This role is responsible for prioritizing and managing correspondence and schedule on behalf of the SVP, assisting in project management around acquisition growth, coordination of cross department deadlines, scheduling and preparing onsite education to clients and acquisition offices.
Key Responsibilities
Strategic Planning & Execution
Support the Director of SVP, Benefits in developing and implementing business strategies.
Monitor progress on strategic initiatives and ensure accountability across teams.
Operational Excellence
Optimize workflows for client and acquisition administration and compliance.
Coordination of correspondence to key clients.
Leadership Support
Support the SVP, benefits in preparation of materials, reports, and presentations for executive meetings.
Communication & Alignment
Facilitate clear communication between SVP, Benefits and departments.
Ensure organizational deadlines are understood and executed effectively.
Special Projects
Manage confidential and sensitive information with discretion.
Qualifications
Bachelor's degree in business management, or equivalent work experience.
Strong analytical, organizational, and problem-solving skills.
Excellent communication and interpersonal abilities.
Ability to thrive in a fast-paced, dynamic environment.
Core Competencies
Strategic Thinking
Leadership & Influence
Project Management
Confidentiality & Integrity
Adaptability
$34k-55k yearly est. Auto-Apply 12d ago
Residential Litigation Specialist
Alacrity Solutions
Remote client services assistant job
Alacrity Solutions
Residential Litigation Specialist
At Alacrity Solutions, we are proud to serve as one of the largest independent providers of insurance claims management services in North America. We provide property, auto, casualty claims adjustment services and staffing solutions to national and regional insurance companies, as well as clients in the federal/state government sector. From the very beginning, our mission has remained constant: To provide superior customer service through quality, innovation, and personal commitment; to service our customers with well-trained professionals dedicated to maintaining our commitment to honest and integrity; and to approach each customer interaction by first understanding their needs and then providing expediency in claim and recovery services. To learn more, visit **************************
Primary Duties include but are not limited to: (Reasonable accommodation may be made to enable qualified individuals.)
Analyze and investigate litigated personal lines homeowner claims.
Accurately and thoroughly document the file including statements, appraisals, photographs, police investigations or any other available information.
Consult with attorneys on defense of case, discovery and regulations related to timing of claim payments.
Attending claims settlement conferences and mediation hearings.
Negotiate and settle (directly and indirectly through attorneys) claims with insureds, claimants, or their attorneys.
Control claims settlement exposures
Interpret coverage by applying provisions of policy contracts in compliance with regulatory requirements and internal quality procedures and documenting files to establish a record of events.
Other duties as assigned.
Skills & Requirements:
At least 5 years of experience handling/overseeing litigation files required.
High School Diploma or equivalent required
Must know all aspects of Hurricane; Wind/Water/Theft/Fire claims.
Must have full Florida Litigation experience and be knowledgeable of Florida statutes and policies.
Proficient computer skills
Strong communication skills and ability to work well with others.
High level of time management skills
Excellent attention to detail
Self-motivated critical thinker who can work independently to solve problems.
Must be able to thrive in a fast-paced environment and working within timelines.
Supervisory Responsibilities:
No Supervisory Responsibilities
Physical & Mental Demands:
The physical demands described here are representative and must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand, walk, and use hands to handle or feel.
Ability to read, analyze, and interpret financial reports, and legal documents, respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
Starting salary range:
up to $80K the range is a good faith estimate and salary will be determined consistent with candidate's skills and experience.
Job Specifics:
Remote position
Travel Required:
N/A
Why Choose Alacrity?
Benefits Package including Medical, Dental, Vision, Short- and Long-Term Disability, Life Insurance and an Employee Assistance Program
HSA Bank with selection of High Deductible Health Plan
401K plan options
Paid Time Off Accruals
Paid Holidays
Affirmative Action/EEO Statement
Alacrity is an equal opportunity employer and is committed to providing employees with a work environment free of discrimination and harassment. All decisions pertaining to an employee's employment are made without regard to race, color, religion, sex (including sexual orientation, pregnancy, childbirth), gender, gender identity or expression, age, national origin, ancestry, physical or mental disability, medical condition, reproductive health decisions, veteran's status, genetic information, creed, marital status, disability, citizenship status, or any other characteristic protected by applicable law.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, and training. Alacrity Solutions makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, please refer to our EEO policy.
How Long We Retain Personal Information:
We will keep your personal information for as long as necessary to fulfill legitimate business purposes and in accordance with applicable laws.
$22k-31k yearly est. Auto-Apply 60d+ ago
Residential Specialist
Southeast Healthcare
Client services assistant job in Columbus, OH
$1,000 Sign-On Bonus!
Part-time, full-time, and contingent opportunities available for Residential Specialists with a desire to work with adults with severe and persistent mental illness in a group home setting. Qualified candidates will provide support, assistance, and coordination of services within a residential home, focusing on creating a positive and safe living environment for residents, addressing their needs, and ensuring a well-maintained community.
Responsibilities:
Assist residents with daily living activities, including personal hygiene, meal preparation, and chores.
Provide emotional support and engagement.
Ensure a safe and secure environment for residents.
Monitor resident behavior and well-being.
Schedule appointments and arrange transportation for residents.
Facilitate social activities, groups, and events to promote resident interaction and engagement.
Work with residents to understand their needs and goals and support them in achieving those goals.
Enforce program rules, regulations, and security measures.
$26k-37k yearly est. 60d+ ago
Client Coordinator
Oxford Home Lending
Client services assistant job in Westerville, OH
Oxford Home Lending is one of the fastest growing direct-to-consumer mortgage companies in the nation. We are actively seeking high-energy individuals to represent our company and grow with us. We are people-driven and are committed to our team members' individual success.
:
Oxford Home Lending is one of the fastest growing direct-to-consumer mortgage companies in the nation. We are actively seeking high-energy individuals to represent our company and grow with us. We are people-driven and are committed to our team members' individual success. We are seeking motivated individuals looking to advance their sales careers to join our Client Coordinator program, an entry-level path toward becoming a licensed Senior Mortgage Advisor.
Why Oxford?:
Salaried position along with production-based bonuses
Company provided training toward becoming a licensed Senior Mortgage Advisor
State of the art technology
Multiple career paths, potential for growth
Financial stability- backed by the LWR Family of Corporations
Qualifications:
You're self-motivated, driven by high-performance, and enjoy seeing financial reward for your hard work.
You love sales and have an infinite love for providing second-to-none customer service.
You are interested in finance and are eager to learn about the mortgage industry.
Job Description:
Represent Oxford Home Lending by being the "face" of the company, first point of contact to potential customers.
Generate new and repeat sales by providing product information and outstanding customer service
Actively participate in company-provided trainings regarding products, sales, and marketing as a pathway to become a licensed senior mortgage advisor
Engage with prospective customers via text, email, and phone
Provide support to senior mortgage advisors to supply high quality provided leads
Benefits (starting within 30 days):
Medical/dental/vision
Paid holidays
Paid time off
Paid Parental leave
Life insurance
Short- and long-term disability
401K with company match
Competitive compensation plan
Corporate wellness program
Discount on home mortgage refinances or purchases
Oxford Home Lending provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Lower provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
$34k-55k yearly est. Auto-Apply 60d+ ago
Seasonal Client Coordinator (Part Time)
Nichols & Company, CPAs
Client services assistant job in Westerville, OH
Are you interested in working during Tax Season (February - April)? If you're ready to dive into the world of accounting with a firm that values your unique talents, offers a fun, dynamic work environment, and the opportunity to work with and learn from an exceptionally talented team, please consider working with Nichols & Company CPAs.
Based in Westerville, Ohio, for more than 25 years, N&Co delivers accounting and tax services to individuals and small businesses. Our mission is simple: make life #LessTaxing for everyone, clients and staff alike.
Ideal candidates:
Are organized, dependable, self-motivated, curious to learn, and observant
Demonstrate strong communication skills and comfort communicating with our team and with clients
Work well independently and as a team player, demonstrating a positive attitude
Thrive in fast-paced work environment with a high attention to detail while completing tasks
Have strong computer skills (Microsoft products)
Can work at least 25 hours per week, including weekends, from January through April in our Westerville office
We offer a competitive hourly rate with the opportunity to earn an end-of-season bonus with strong performance. There may be opportunities to continue working year-round.
Client Coordinator responsibilities include:
Answering, screening, and directing all incoming calls on a multi-line phone system
Politely greeting and engaging clients and visitors; following up on client inquiries as needed
Maintaining & ordering supplies for the firm, as needed
Assuring neatness in common spaces
Preparing mailings
Various data entry functions, including updating client information and setting up work projects
Excellent customer service skills and computer proficiency (including MS Word, Excel, Outlook)
Experience operating scanners, copiers, and fax machine
This position is perfect for someone looking for extra income from a part-time job, but who needs flexibility and would prefer to have the summers off.