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Client services professional work from home jobs

- 163 jobs
  • Remote Customer Service

    Difilippo-Whittingham Agencies

    Remote job

    Crafting Brighter Futures for Businesses & Families across the US At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of our company, embodying our values and commitment. Primary Responsibilities: Engage with clients to understand their financial goals and concerns. Present tailored solutions to safeguard their assets effectively. Maintain a pulse on the industry, ensuring you offer the best and most updated advice. Foster relationships and ensure our clients always have someone they can turn to. Why Work With Us? Flexible Scheduling: Enjoy the benefits of a full-time role that has flexible hours. Unlimited Earning Potential: Your dedication determines your earnings*. Company Culture: At our company people are ambitious but respectful, high-energy, and treat every member like family. We do (optional) company outings frequently! Grow with Us: Dive into continuous learning and development opportunities. Application Process: Submit Your Application: No stringent qualifications needed. We believe in potential. Virtual Company Overview: Once your application is in, you'll receive an invite to a virtual overview, detailing everything you need to know about the position. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. FAQs: When will I hear back after applying? Typically, within 24 hours. Is there any specific software I need for the virtual overview? No, our platform is accessible through any standard web browser. Details will be provided in the invitation. What's the growth trajectory for a Benefits Representative? Our focus is on continuous learning and development. Many of our reps have seen exponential career growth within our organization. * This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance. State and federal laws require licensing to sell certain insurance products. Ability to obtain a license is required.
    $65k yearly 12d ago
  • Remote Customer Service

    The Whittingham Agencies

    Remote job

    Crafting Brighter Futures for Businesses & Families across the US At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of our company, embodying our values and commitment. Primary Responsibilities: Engage with clients to understand their financial goals and concerns. Present tailored solutions to safeguard their assets effectively. Maintain a pulse on the industry, ensuring you offer the best and most updated advice. Foster relationships and ensure our clients always have someone they can turn to. Why Work With Us? Flexible Scheduling: Enjoy the benefits of a full-time role that has flexible hours. Unlimited Earning Potential: Your dedication determines your earnings*. Company Culture: At our company people are ambitious but respectful, high-energy, and treat every member like family. We do (optional) company outings frequently! Grow with Us: Dive into continuous learning and development opportunities. Application Process: Submit Your Application: No stringent qualifications needed. We believe in potential. Virtual Company Overview: Once your application is in, you'll receive an invite to a virtual overview, detailing everything you need to know about the position. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. FAQs: When will I hear back after applying? Typically, within 24 hours. Is there any specific software I need for the virtual overview? No, our platform is accessible through any standard web browser. Details will be provided in the invitation. What's the growth trajectory for a Benefits Representative? Our focus is on continuous learning and development. Many of our reps have seen exponential career growth within our organization. * This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance. State and federal laws require licensing to sell certain insurance products. Ability to obtain a license is required.
    $65k yearly 12d ago
  • Client Hero Turn Conversations into Coverage & Confidence

    Mitchell Steele Agency

    Remote job

    Job Description Every client needs a hero, someone who can turn confusion into clarity. As a Client Hero with the Mitchell Steele Farmers Agency, you'll help clients understand coverage, explore savings, and feel confident about their protection plan. Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Work from Home Life Insurance Career Growth Opportunities Flexible Schedule Mon-Fri Schedule Tuition Reimbursement Responsibilities Engage with clients via phone, email, and in-person meetings Conduct insurance reviews and provide recommendations Support renewals and policy updates Deliver exceptional customer service and follow-through Represent the Farmers brand with professionalism and care Requirements Friendly, approachable, and eager to help others Strong attention to detail and organization Prior insurance or customer service experience preferred Property & Casualty License (or willingness to obtain) Dependable and motivated to grow with our agency
    $57k-121k yearly est. 26d ago
  • Customer Service Transitions Professional

    Centerwell

    Remote job

    **Become a part of our caring community and help us put health first** This team would support mass moves, provider departures, center consolidations / relocations, mergers and acquisitions and health plan terminations. Their goal would be to reduce membership loss / enable us to retain the highest amount of membership across these experiences. We want a team to be able to help navigate the members we gain from these efforts through changes, questions or concerns and generally provide churn reducing, customer service. We envision this role would not involve any sales, would be the most entry level role in my org and would help to potentially develop a career path into our other existing roles. **W** **ork schedule:** M-F, 8:30am-5:00pm EST **Role Responsibilities:** + Conduct outbound and answer inbound calls related to any attrition mitigation marketing communications + PCP Terminations - Help ensure engaged members get their questions answered, understand the situation they are in and get assistance with any clinical connections or assurances during this transitional period + Mass Moves - Follow up with patients that we previously acquired to help them get their 2nd appointment scheduled + Center Consolidation / Relocation - Assist with directions, rescheduling appointments and any clinical connections or assurances needed during this transitional period + Plan Changes - Reach out to newly acquired patients that are on a plan that we don't accept to connect them with a broker + Organic patient orientation - Onboard and orient new, engaged patients acquired through traditional sales channels **Required Qualifications** + 3 years of technical experience + Strong critical thinking and problem-solving skills + Proficiency in all Microsoft Office Programs including Word, PowerPoint, Excel, Access, etc. + Must be passionate about contributing to an organization focused on continuously improving consumer experiences **Preferred Qualifications** + Previous work from home experience + Previous call center or patient outreach experience + Bilingual English/Spanish **Additional Information** To ensure Home or Hybrid Home/Office employees' ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria: At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is recommended; wireless, wired cable or DSL connection is suggested Satellite, cellular and microwave connection can be used only if approved by leadership Employees who live and work from Home in the state of California, Illinois, Montana, or South Dakota will be provided a bi-weekly payment for their internet expense. Humana will provide Home or Hybrid Home/Office employees with telephone equipment appropriate to meet the business requirements for their position/job. Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information **Use your skills to make an impact** **Alert** Humana values personal identity protection. Please be aware that applicants may be asked to provide their Social Security Number, if it is not already on file. When required, an email will be sent from ******************** with instructions on how to add the information into your official application on Humana's secure website. **Interview Format - HireVue** As part of our hiring process for this opportunity, we will be using an interviewing technology called HireVue to enhance our hiring and decision-making ability. HireVue allows us to quickly connect and gain valuable information from you pertaining to your relevant skills and experience at a time that is best for your schedule. **Benefits** Humana offers a variety of benefits to promote the best health and well-being of our employees and their families. We design competitive and flexible packages to give our employees a sense of financial security-both today and in the future, including: Health benefits effective day 1 Paid time off, holidays, volunteer time and jury duty pay Recognition pay 401(k) retirement savings plan with employer match Tuition assistance Scholarships for eligible dependents Parental and caregiver leave Employee charity matching program Network Resource Groups (NRGs) Career development opportunities \#LI-MM1 \#LI-Onsite Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required. **Scheduled Weekly Hours** 40 **Pay Range** The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc. $43,000 - $56,200 per year **Description of Benefits** Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities. Application Deadline: 04-29-2026 **About us** About CenterWell Senior Primary Care: CenterWell Senior Primary Care provides proactive, preventive care to seniors, including wellness visits, physical exams, chronic condition management, screenings, minor injury treatment and more. Our unique care model focuses on personalized experiences, taking time to listen, learn and address the factors that impact patient well-being. Our integrated care teams, which include physicians, nurses, behavioral health specialists and more, spend up to 50 percent more time with patients, providing compassionate, personalized care that brings better health outcomes. We go beyond physical health by also addressing other factors that can impact a patient's well-being. About CenterWell, a Humana company: CenterWell creates experiences that put patients at the center. As the nation's largest provider of senior-focused primary care, one of the largest providers of home health services, and fourth largest pharmacy benefit manager, CenterWell is focused on whole-person health by addressing the physical, emotional and social wellness of our patients. As part of Humana Inc. (NYSE: HUM), CenterWell offers stability, industry-leading benefits, and opportunities to grow yourself and your career. We proudly employ more than 30,000 clinicians who are committed to putting health first - for our teammates, patients, communities and company. By providing flexible scheduling options, clinical certifications, leadership development programs and career coaching, we allow employees to invest in their personal and professional well-being, all from day one. **Equal Opportunity Employer** It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment. Centerwell, a wholly owned subsidiary of Humana, complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our full accessibility rights information and language options *************************************************************
    $43k-56.2k yearly Easy Apply 11d ago
  • Client Ops Professional - Prj

    Manpowergroup 4.7company rating

    Remote job

    Client Ops Professional - Prj - 0033821United StatesWorker Location: RemoteDescription The Client Operations Professional is a member of a shared-services team that provides agile and as-needed support to Right Management's Clients, including direct client-facing coordination and management to deliver exceptional operational support to Outplacement clients and our internal service teams. This is an essential contributor to our client retention efforts and will respond to incoming client requests to ensure we deliver results for our customers. This role will help increase engagement by supporting relationship efforts with our clients and handling requests centered on delivering an exceptional client experience. Making an Impact • Management of incoming customer requests for a shared services group, ensuring client and internal partner success by handling assignment of resources in a timely/professional manner.• Management of low-volume Client requests (including correspondence with Client contacts and data entry)• Administration of Client portal (user management and extraction of request data) • Ongoing client documentation/record keeping.• Assists with research and resolution of client issues/complaints, initiating client contact if appropriate and escalation to management as needed. • Provides support maintaining SharePoint sites as needed.• Measure and provide reporting on process performance and action plans for improvement.• Support the business with special or internal projects as requested (SMB Clients, contracting, reduction support, reporting, etc.)• Share feedback with the Manager, Client Outplacement Services to optimize support, maintain expertise within the team, and ensure best practice processes.• Leverages ongoing training tools through PowerYou to expand knowledge base.• Responsible for ad-hoc client queries, shaping, and managing client expectations, and liaising with the Client Outplacement Managers, Account Directors and other operational teams to address any issues.• Ensure clients experience seamless execution of all processes, meeting all SLA and compliance expectations. Your Typical Day and Other Key Details• Manage and track Client referral requests and ensure assignment to Client Outplacement Managers.• Triaging day-to-day operational queries or issues that arise from our clients. • Update procedure documents, provide analysis and support for special process improvements, project enhancements, and education initiatives.Other accountabilities as assigned. This is a Part-Time position.Qualifications Required• Education: At least three years of experience, preferably in an administration/project coordination role where regular customer/client contact was the norm.• Proficient in the use of Microsoft Office Word, Excel, PowerPoint, Outlook, Teams, and SharePoint, and tools, with ability to progress to an advanced experience level if needed. Nice to Have• Field experience working with Right Management Outplacement• Centralized support model, Service Center, Shared Services team or Call Center experience ManpowerGroup is proud to be an equal opportunity affirmative action workplace. We celebrate diversity and are committed to providing an inclusive environment for all employees. Qualified applicants will receive consideration for employment without regard to race, religion, creed, color, national origin, citizenship, marital status, pregnancy (including childbirth, lactation and related medical conditions), age, gender, gender identity or expression, sexual orientation, protected veteran status, political ideology, ancestry, the presence of any physical, sensory, or mental disabilities, or other legally protected status. A strong commitment is made by each employee and is necessary to ensure equal employment opportunity for all. ManpowerGroup is an inclusive workplace that will recruit, hire, train, and promote persons of all job titles, and ensure all other personnel actions are administered without regard to non-merit-based characteristics of individuals. Reasonable accommodation during the interview process can be provided. Travel: Yes, 10 % of the TimeOrganization: ManpowerGroupJob: Administrative/Clerical
    $41k-73k yearly est. Auto-Apply 8h ago
  • Client Service Professional

    IJL Select

    Remote job

    Client Advisor: Helping Create Love Stories Are you a highly motivated professional who excels at building relationships and providing exceptional service? At It's Just Lunch, you'll have the opportunity to do both. We're a leading personalized matchmaking service that's been bringing people together for over 30 years. Our secret? Our amazing Client Advisors. You'll play a vital role in our clients' dating journey, and while you may not meet them in person, you'll be their most valuable resource. If you're ready to put your communication skills to good use and help people find their special someone, this is the role for you. What You'll Be Doing As a Client Advisor, you are the backbone of our clients' experience. This is a fully remote client services role where you'll be in constant contact with our clients, helping to make their dating journey seamless. Your day-to-day responsibilities will include: Communicating with clients over the phone, email, and text messaging. Scheduling and confirming dates, as well as follow-up feedback conversations after dates. Managing client profiles and using your creativity to help them shine. Providing support and guidance throughout their membership. This role requires a unique blend of skills. You'll need a thick skin and a professional, empathetic approach when discussing a sensitive topic like dating, but you'll also need the ability to build rapport and trust with clients that are depending on you. The best candidates are highly motivated and can be part of a team while also working independently. Why Work for Us? Fully Remote Opportunity: This position is for candidates in the Cleveland area who are able to work from a private, productive home office. Work-Life Balance: This is a full-time, Monday-through-Friday position, from 9 a.m. to 6 p.m. You'll never have to work nights or travel for your job. However, to ensure our clients always have support, you will be on-call in the evening hours for one week every 10 weeks (on average) to handle any urgent client dating issues. Competitive Compensation: We offer a base salary with monthly bonus opportunities, with total annual compensation ranging from $40,000 to $60,000. Comprehensive Benefits: We provide a full range of benefits, including medical, dental, and vision insurance, as well as a 401k and paid time off (PTO). What We're Looking For The ideal candidate for this role is someone who is not only passionate about helping people but also possesses the following qualifications: Experience: At least two years of experience in a customer service role, ideally working with professional clients. Exceptional Communication Skills: You must be confident and comfortable communicating with clients over the phone, email, and text. Tech-Savvy: You need to be a self-starter who can work from your equipped home office - laptop to be provided, but you must have a private workspace with a reliable internet connection. Independent and Self-Motivated: This is a remote position where you'll work as part of a team, but you must be highly organized, goal-oriented, and able to stay productive without in-person supervision. Ready to Help Create Your Next Love Story? If you're a compassionate and motivated professional who is ready to take on the challenge of helping others, apply today!
    $40k-60k yearly 60d+ ago
  • Customer Service Professional - Allstate Insurance

    Gaudio Insurance Group LLC

    Remote job

    Job Description Our Allstate Agency is looking for an enthusiastic individual to join our growing team. We are looking for service associates for our Auto, Home & Life Insurance business. The Gaudio Insurance Group finished #2 in the Country in 2021, # 2 in 2022, #3 in 2023, #1 in 2024 and is looking to expand. TOP PERFORMERS who are self-motivated and coachable will thrive with our enhanced compensation plan. Benefits Annual Base Salary + Commission + Bonus Opportunities In addition to the above salary + monthly bonuses, your compensation cerpackage includes: Full Health Benefits (Medical, Health, Vision) $400/month contributed by Employer Employer-paid accidental benefit policy 401k with up to 4% Employer Match Paid Time Off Access to Training Career Growth Opportunities Annual discretionary bonus based on agency performance / individual contribution We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Work from Home Health Insurance Dental Insurance Vision Insurance Mon-Fri Schedule Evenings Off Flexible Schedule Life Insurance Disability Insurance Hands on Training Retirement Plan Paid Time Off (PTO) Responsibilities Meet new business production goals and objectives as established. Solicits for new business via telephone, networking, and other lead sources. Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc. Requirements Requirements Possess an upbeat, positive and enthusiastic attitude. Proficiency to multi-task, follow-thru and follow-up. Driven and goal-oriented individual. Ability to tactfully handle stressful and difficult situations. Be capable of handling customer rejection. Must have 2-3 years of previous experience in customer service or sales role Must have P&C License
    $25k-50k yearly est. 13d ago
  • Customer Service Professional-PT (Remote)

    Lyfserv Communications Co

    Remote job

    Job role: If you like helping customers solve issues, then we encourage you to apply with us for one of our physical locations or virtually from your own home. You will be assisting customers with issues on a product or service they may have, as well as assisting them with bookings & guiding them on how to's. Responsibilities: Provide customer service, assist with customer issues. Receive and respond to calls in a timely manner Make notations on customer accounts Requirements: No Experience is required but preferred For At Home position must have minimum required equipment listed on our website. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
    $39k-85k yearly est. 60d+ ago
  • Remote Customer Service Professional

    Amaz Property Management USA

    Remote job

    Amaz Property Management USA is a leading property management company that specializes in managing residential and commercial properties across the United States. Our mission is to provide exceptional service to our clients and tenants, while maintaining the highest standards of professionalism and integrity. Contract Details: This is a full-time, remote position with Amaz Property Management USA. As a remote customer service professional, you will have the opportunity to work from the comfort of your own home while providing excellent customer service to our clients and tenants. Job Description: We are seeking a highly motivated and customer-focused individual to join our team as a Remote Customer Service Professional. In this role, you will be responsible for handling phone, chat, and email inquiries from our clients and tenants. You will serve as the first point of contact for any questions, concerns, or issues they may have. Responsibilities: - Respond to phone, chat, and email inquiries in a timely and professional manner - Provide accurate and helpful information to clients and tenants - Assist with general inquiries, maintenance requests, and lease inquiries - Troubleshoot and resolve any customer service issues - Maintain a high level of customer satisfaction and ensure a positive customer experience - Collaborate with team members to ensure all inquiries are handled efficiently and effectively - Keep detailed records of all customer interactions and follow up as needed - Stay up-to-date on company policies and procedures to provide accurate information to clients and tenants - Assist with other administrative tasks as needed Requirements: - High school diploma or equivalent - Previous customer service experience, preferably in a remote setting - Excellent communication skills, both written and verbal - Ability to multitask and prioritize tasks effectively - Strong problem-solving skills - Proficient in using various computer programs and systems - Ability to work independently and in a team environment - Availability to work a full-time schedule, including some evenings and weekends as needed Benefits: - Competitive salary - Work from the comfort of your own home - Comprehensive training and support - Opportunities for career growth and development - Collaborative and supportive work environment - Paid time off and holidays If you are a customer service professional who is passionate about providing exceptional service and enjoys working in a remote setting, we encourage you to apply for this exciting opportunity with Amaz Property Management USA. Join our team and help us continue to provide top-notch service to our clients and tenants.
    $26k-55k yearly est. 60d+ ago
  • Remote Customer Service Professional

    Convenant Academy

    Remote job

    Remote Customer Service Professional - Phone, Chat, Email Covenant Academy is a K-12 classical Christian school that equips students for life, college, and beyond, using the time-tested tools of classical methodology. All subjects are taught through the lens of a Christian worldview. Our students are engaged by a supportive community of involved parents and faculty who are talented, caring, and godly. Covenant endeavors to see the character of Christ formed in each students life, while providing an educational program of academic excellence. Contract Details: This is a full-time, remote position with Convenant Academy. As a remote customer service professional, you will have the opportunity to work from the comfort of your own home while providing excellent customer service to our clients and tenants. Job Description: We are seeking a highly motivated and customer-focused individual to join our team as a Remote Customer Service Professional. In this role, you will be responsible for handling phone, chat, and email inquiries from our clients and tenants. You will serve as the first point of contact for any questions, concerns, or issues they may have. Responsibilities: - Respond to phone, chat, and email inquiries in a timely and professional manner - Provide accurate and helpful information to clients and tenants - Assist with general inquiries, maintenance requests, and lease inquiries - Troubleshoot and resolve any customer service issues - Maintain a high level of customer satisfaction and ensure a positive customer experience - Collaborate with team members to ensure all inquiries are handled efficiently and effectively - Keep detailed records of all customer interactions and follow up as needed - Stay up-to-date on company policies and procedures to provide accurate information to clients and tenants - Assist with other administrative tasks as needed Requirements: - High school diploma or equivalent - Previous customer service experience, preferably in a remote setting - Excellent communication skills, both written and verbal - Ability to multitask and prioritize tasks effectively - Strong problem-solving skills - Proficient in using various computer programs and systems - Ability to work independently and in a team environment - Availability to work a full-time schedule, including some evenings and weekends as needed Benefits: - Competitive salary - Work from the comfort of your own home - Comprehensive training and support - Opportunities for career growth and development - Collaborative and supportive work environment - Paid time off and holidays Great Atmosphere - We are all about supporting each other while encouraging your career development! Awesome Benefits - We offer a competitive wage, generous paid-time off, medical, dental, vision, HSA, maternity pay, 401k + company match, continuing education allowance, pet care benefits, and more! Flexible Schedule Career Advancement Opportunities- We pride ourselves on growing from within! If you are a customer service professional who is passionate about providing exceptional service and enjoys working in a remote setting, we encourage you to apply for this exciting opportunity with Convenant Academy Join our team and help us continue to provide top-notch service to our stendents. Join Covenant Academy is a K-12 classical Christian school Be part of our integrated team, Students dreams a reality. Apply now! Package Details 401K
    $34k-72k yearly est. 60d+ ago
  • Client Service Administrator

    Osaic

    Remote job

    Current Employees and Contractors Apply HereOsaic Careers Client Service Administrator The Client Service Administrator position with Osaic Wealth's Innovative Wealth Team, will be responsible for serving, engaging, and retaining existing clients. You will be responsible for providing custom service to existing Innovative Wealth Team clients, including but not limited to answering client account questions, opening new accounts, placing trades, and updating existing accounts. The position will also act as the primary support for the lead and associate advisors as they work with clients. Role Type: Full Time Remote Salary: $50-65k per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: ******************************************* Responsibilities Client Interaction: Serve as the primary point of contact for clients, addressing inquiries via phone, email, and in-person meetings. Account Management: Assist clients with account openings, transactions, and maintenance, ensuring compliance with regulatory requirements. Documentation: Prepare and manage client documentation, including investment proposals, account statements, and performance reports. Coordination: Collaborate with financial advisors and other team members to deliver tailored financial solutions and services to clients. Client Onboarding: Facilitate the onboarding process for new clients, ensuring a smooth transition and understanding of services offered. Problem Resolution: Address and resolve client issues promptly, escalating complex matters to the appropriate team members as necessary. Administrative Support: Perform administrative duties such as scheduling appointments, maintaining client records, and preparing reports. Education High School Diploma or GED equivalent (minimum required) or undergraduate degree (preferred) Experience Minimum 3 years of experience in a client facing role required. Minimum 2 years of experience in Financial Services required A demonstrated track record of consistently meeting and/or exceeding performance expectations in a remote work environment Excellent written and verbal communication skills Drives performance targets to completion Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) & Adobe Acrobat (Standard) Familiarity with Wealthscape, NetX360, Envestnet, and other broker dealer and RIA platforms a plus Familiar with CRM tools, Redtail FINRA Series 7 and 65/66 required Life and Health insurance preferred Current Employees and Contractors Apply Here
    $50k-65k yearly Auto-Apply 28d ago
  • V104- Client Services and Administrative Support

    Flywheel Software 4.3company rating

    Remote job

    For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we've earned the Great Place to Work Certification every year since 2022! Job Description: Join Job Duck as a Client Services and Administrative Support assistant and become an integral part of a dynamic team supporting a growing business in the banking sector. In this role, you will manage client data, streamline processes, and ensure smooth communication across platforms. Your work will directly impact operational efficiency and client satisfaction by handling CRM systems, scheduling, and marketing tasks. This position is ideal for someone who thrives in a structured environment, enjoys organizing information, and brings creativity to marketing initiatives while maintaining a proactive and detail-oriented approach. • Salary Range: from $1,150 USD to $1,220 USD. Responsibilities include, but are not limited to: Make outbound calls when necessary to support client engagement Manage email communications and maintain organized inboxes Schedule events and coordinate logistics, including creating flyers and PowerPoint presentations Handle data intake and upload lead information into the system Utilize Canva for visual content creation Oversee pipeline management to track progress and opportunities Execute marketing tasks and assist with campaign planning Manage Salesforce CRM, ensuring accurate and timely data entry Collaborate with team members to ensure smooth onboarding and training processes Requirements: • Location & Time Zone: Remote, CST (Central Standard Time) • Working Hours: 8:30 AM - 5:30 PM CST • Software/Tools Required: • Salesforce (mandatory) • Salesloft • Microsoft 365 • Canva Required Skills: •Minimum of 1 year of experience with a client-facing role/intake role. •Advanced/native-level English skills (both written and spoken) • Marketing or sales background preferred • Organized • Attention to detail • Proactive • CRM proficiency (Salesforce) preferred • Customer service • Basic Excel experience • Creative • Systematic • Leadership Work Shift: Languages: English Ready to dive in? Apply now and make sure to follow all the instructions! Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process. Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.
    $34k-54k yearly est. Auto-Apply 21d ago
  • Remote-WFH Customer Service Professional

    SMS Staffing

    Remote job

    COMPLETE FIRST & FOLLOW THE ONBOARDING STEPS BELOW Answer incoming calls from customers to take orders, answer inquires and questions, handle complaints, troubleshoot problems, and provide product information. Education and Experience high school diploma or equivalent proficient in computer applications knowledge of customer service principles and practices some experience in a call center service MUST HAVE PC/Laptop Headset Hard Wired Internet Pass a background Check ($30) Quite Place To Work BEFORE WE PROCESS YOUR APPLICATION YOU MUST BE ACCEPTED AS AN AGENT WITH OUR COMPANY. TO DO SO PLEASE FOLLOW THE STEPS BELOW ! STEP 1 https://link.arise.com Start your account, when it asks for a referral code- ENTER (3449185) STEP 2 When it asks which contractor type, choose service partner and enter (880541638-FEIN#) Stokes Management & Solutions Once your Approved IT SHOULD SAY PENDING, this will ensure youre registered properly. STEP 3 Text DONE TO 470-227-1699 WITH YOUR FULL NAME YOU WILL THEN BE APPROVED THROUGH THE COMPANY AND CAN PROCEED WITH SIGNING YOUR CONTRACT DOCUMENTS. ONCE DOCUMENTS ARE SIGNED THERE WILL BE A BASIC ASSESSMENT TO COMPLETE (dont let this scare you, its very basic). It will take 24 hours after you have completed your assessment for Arise to link it to your account. VERY IMPORTANT: If you do not have equipment to start, we partner with a company that offers very affordable equipment as well as payment plans. Click the link here to purchase https://wahequipmentsolutions.com/smsstaffing This position is totally REMOTE. Training 2-4 weeks. You must have your own equipment. Background check required, as you will deal with clients personal information. www.sms-staffing.com
    $34k-71k yearly est. 60d+ ago
  • Head of Professional Business Services, Customer Success (US Remote)

    First Advantage 4.7company rating

    Remote job

    At First Advantage (Nasdaq: FA), people are at the heart of everything we do. From our customers and partners to our greatest advantage - our team members. Operating with empathy and compassion, First Advantage fosters a global inclusive workforce devoted to the diverse voices that make up our talent and products. Our team members empower each other to be their authentic selves and treat all with respect, integrity, and fairness. Say hello to a rewarding career, and come join a leading provider of mission-critical background screening solutions to some of the most recognized Fortune 100 and Global 500 brands. As the Head of Professional Business Services, Customer Success, you will serve as a strategic leader driving growth, retention, and operational excellence across key industries, including Financial and Business Services. This role is central to shaping customer engagement strategies, building trusted partnerships, and positioning our organization as a global leader in talent solutions. You will influence senior stakeholders, lead high-performing teams, and deliver measurable impact in a dynamic, competitive environment. What You'll Do: Strategic Leadership: Define and execute a customer success roadmap that accelerates growth, enhances retention, and delivers a best-in-class experience. Revenue Growth: Drive performance through consultative engagement, account-based marketing, and innovative retention programs. Operational Excellence: Oversee KPIs across revenue, pipeline, renewals, and satisfaction metrics, ensuring alignment with organizational goals. Cross-Functional Collaboration: Partner with sales, implementation, and enablement teams to deliver seamless execution and continuous capability development. Thought Leadership: Represent the organization as a trusted advisor in high-volume hiring through industry events, social platforms, and strategic campaigns. Team Development: Build and scale a high-performing Customer Success organization, attracting and retaining top talent to deliver exceptional outcomes. What You Will Need to be Successful: Bachelor's degree or equivalent working experience, MBA preferred 10+ years in account management with a proven record of success 5+ years in organizational leadership roles Expertise managing complex accounts exceeding $500K in value Salesforce CRM proficiency Experience in virtual work environments Other Knowledge, Skills, and Abilities: Strategic mindset with strong analytical and execution skills Influential communicator with proven negotiation and relationship-building capabilities Ability to lead through change and transformation Entrepreneurial approach, thriving in dynamic, resource-constrained environments Willingness to travel up to 25% Why First Advantage is Your Next Big Career Move: First Advantage is going through a technology transformation! We are looking for experts who are excited to work with advanced technologies and provide best-in-class user experience, drive the development and deployment of scalable solutions, and smoothly guide our agile teams and customers through meaningful changes as we continue to expand our impact. Additional benefits offered to our eligible people include: Ability to work remotely with occasional business travel. Medical, Vision, Dental, and supplementary benefit plans 401k with an employer match, and an Employee Stock Purchase Plan (ESPP) Competitive and flexible Paid Time Off (PTO) and 9 paid company holidays Access to tech and growth opportunities, and leaders who want you to succeed! What Are You Waiting For? Apply Today! You have learned a little about us today - we want to learn about you! If you think this position and our company are a great fit for your areas of interest and expertise, tell us about you by applying now! The salary range for this position is approximately $140-180K base annually. We've structured the compensation package to ensure strong alignment with performance and market expectations. The total annual compensation will exceed $200,000, inclusive of base and target variable comp. This range reflects our good faith estimate to pay fairly as to what our ideal candidates are likely to expect, and we tailor our offers within the range based on the selected candidate's experience, industry knowledge, technical and communication skills, and other factors that may prove relevant during the interview process. United States Equal Opportunity Employment: First Advantage is proud to be a global leader in removing barriers and supporting our community members to ensure the changing demographics of the workforce are reflected in our hiring and employment practices. We value all of our candidates, employees, and clients, and place great emphasis on hiring and supporting qualified individuals in each role. We are an equal opportunity employer. We do not discriminate on the basis of race, color, ethnicity, ancestry, religion, sex, national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, gender expression, veteran status, genetic information, or any other area protected by applicable law.
    $32k-51k yearly est. Auto-Apply 10d ago
  • Remote Customer Service Professional - Phone, Chat, Email

    Champs Family Automotive

    Remote job

    At Champ's Family Automotive in Surprise and Goodyear, AZ, we are proud to be your neighborhood automotive and diesel specialists, and we are committed to bringing our customers all the best we can, ALL OF THE TIME. The owner (Josh “Champ” Champion) at Champ's Family Automotive, has been serving the valley for over 15 years. He is ASE Master Certified Master L1 and L2 with ASE in Diesel Repair and Performance. As an owner operated shop, we hire the best of the best. Technicians, service advisors, and industry professionals want to work at Champs Family Automotive because we are a leadership team who leads by example. We reinforce this every day by working side by side with our Technicians and Service Advisors, turning wrenches, rotating tires, writing service tickets, and working one-on-one with customers. We've worked hard to build our family business and maintain our core values! Trust, integrity and honesty are so much more than just words to us, they are how we live our life and the foundation of our business. The technicians at Champs Family Automotive are committed to preserving a clean environment in which to perform our auto and diesel repair services in Surprise and Goodyear, AZ. Our dedication to safety and cleanliness benefits our hardworking staff and our clients. Since we opened our doors, we have maintained strict sanitation standards to help keep our employees and customers healthy. Our team is mindful of potential health scares and concerns, so we endeavor to make your visit to our shop as hygienic as possible. When you need auto, diesel, or RV repairs in the West Valley area, stop by either of our convenient locations. You will receive expert automotive service from the cleanest team in the region. Contract Details: This is a full-time, remote position with Champs Family Automotive USA. As a remote customer service professional, you will have the opportunity to work from the comfort of your own home while providing excellent customer service to our clients. Job Description: We are seeking a highly motivated and customer-focused individual to join our team as a Remote Customer Service Professional. In this role, you will be responsible for handling phone, chat, and email inquiries from our clients. You will serve as the first point of contact for any questions, concerns, or issues they may have. Responsibilities: • - Respond to phone, chat, and email inquiries in a timely and professional manner • - Provide accurate and helpful information to clients and tenants • - Assist with general inquiries, maintenance requests, and lease inquiries • - Troubleshoot and resolve any customer service issues • - Maintain a high level of customer satisfaction and ensure a positive customer experience • - Collaborate with team members to ensure all inquiries are handled efficiently and effectively • - Keep detailed records of all customer interactions and follow up as needed • - Stay up-to-date on company policies and procedures to provide accurate information to clients and tenants • - Assist with other administrative tasks as needed Qualifications Requirements: • - High school diploma or equivalent • - Previous customer service experience, preferably in a remote setting • - Excellent communication skills, both written and verbal • - Ability to multitask and prioritize tasks effectively • - Strong problem-solving skills • - Proficient in using various computer programs and systems • - Ability to work independently and in a team environment • - Availability to work a full-time schedule, including some evenings and weekends as needed Additional Information Benefits Medical Plan, PTO, 401k, vision and dental is offered along with Aflac Additional Information Champs Family Automotive has always endeavored to perform exceptional automotive repair services in Goodyear and Surprise, AZ. But the attention and care we provide for your cars, trucks, and SUVs are only surpassed by the attention and care we provide for you. Since we opened our doors and garage bays, we have done everything we can to keep our technicians and loyal customers healthy and safe. Our safety protocols are unrivaled in the Valley of the Sun, and yet another example of our commitment to you. Our efforts to keep you healthy at all times include: We look forward to seeing you soon at Champs Family Automotive.
    $33k-68k yearly est. 60d+ ago
  • Remote - Entry Level Customer Service

    Spade Recruiting

    Remote job

    About Us For generations, we've partnered with unions, credit unions, and associations across Canada to deliver permanent benefits that families depend on. Our mission is to provide working families and their children with lasting protection and peace of mind. As we expand, we're searching for driven individuals who want to grow their careers while making a meaningful difference. The Opportunity We're hiring entry-level representatives to guide members through their benefit options and ensure ongoing support. This role is ideal for individuals who enjoy teamwork, clear communication, and professional growth - all within a flexible, remote-first environment. Responsibilities Meet with members virtually (Zoom/phone) to review benefit requests Explain coverage options and answer questions clearly Provide follow-up service and maintain strong client relationships Complete applications and records with accuracy and detail Collaborate with teammates and share ideas to improve processes Requirements Eligible to work in the U.S. High school diploma or equivalent (college experience an asset) Customer service, sales, or team-based experience is helpful but not required Comfortable using Zoom and online tools with attention to detail Strong communication skills - written and verbal Preferred Skills Team-oriented mindset with a collaborative approach Ability to adapt quickly in changing environments Organized, reliable, and self-motivated Confident using digital platforms to engage with clients What We Offer Comprehensive benefits including dental, prescription, travel insurance, and life coverage Remote flexibility - design a schedule that fits your life Incentives & recognition with bonuses and annual trips (Bahamas, Cancun, Las Vegas, and more) Career growth with structured training and leadership development Supportive culture where your contributions are valued and rewarded
    $42k-55k yearly est. Auto-Apply 60d+ ago
  • Virtual Customer Service Professional ( Legitimate Work from Home )

    Re-Krut Services

    Remote job

    Virtual Customer Service Professional - . Hourly pay rate is $9.00 per hour depending on experience and the company that you are assigned to. Must work a minimum 25 hours per week and full time hours available. • Excellent listening skills, strong English communication skills (verbal and written) • Answer general customer inquiries. • Resolve concerns or complaints related to your client. • Communicate client policies.• No Cold Calling, No Telemarketing, inbound calls only. Qualifications Qualifications Must be 18+ to apply • High school diploma or equivalency • Secondary education and/or some college is preferred • Able to perform basic math skills • You'll make your own schedules • Must be able to pass a background check • Minimum 3+ months of customer service , retail, or sales experience preferred • Ability to multitask and prioritize in a fast-paced environment. • A background check is required. (client may ask for drug test) • Comfortable with basic Computer skills including email and documents. • Would like to work PT or FT as a 1099 contractor from home. • A Quiet home office place to work. No ambient sounds such as pets or children while working. • Able to be in training consecutively up to a maximum of 4 hours in the evening or morning for up to a total of 10 weeks. Additional Information Technical Requirements: • Computer ( PC only ) • Windows Vista is not accepted at this time • Computer USB Headset, Microphone or PC speakers • High speed Internet access provided by a cable or DSL provider • Satellite broadband does not meet our requirements • Use of wireless and Wi-Fi "air cards" is prohibited • A dedicated, hard wired phone with no features. • A noise canceling phone headset. • A computer with the basic following specs: o Minimum Hardware: 2 Gigabytes (GB) - 80 GB IDE - Single Core 1.4 GHz - 48 x CD ROM Drive - 32 Bit Sound Card -speakers Minimum OS: Windows XP Service Pack 3, Windows 7 32 bit and 64 bit, and MAC OS 10
    $9 hourly 3h ago
  • Customer Service Professional (Remote)

    Biz Delegation Services

    Remote job

    Work From Home as a Customer Service Professional (CSP) with Biz Delegation Services, LLC! We are a digital marketing and outsourcing company located in Saint Louis, MO. We are committed to connecting Independent Contractors with amazing, legit, and flexible remote opportunities so that you can take back your life and find your balance. We are proud to partner with Arise Virtual Solutions to give customer service professionals the opportunity to work from home and provide customer service to many well know fortune 500 companies who outsource their call volume to Arise. Whats the Scoop? Competitive Pay and Incentive Opportunities Set your own schedule and work when you want (15hrs min/week required) Twice a month direct deposit of pay. Full-Time, Part-time, and seasonal work as an independent contractor is available. Skip the daily commute and Work from the comfort of your own home Why Choose Us As Your IBO? We Pay you at the same rate that the client pays. We only charge a flat admin fee of $30.00 plus the Arise fee of $19.75 per pay period while servicing. We have our own CSP portal and live team chat so you can access training tools, schedule a virtual meeting with us, collab, socialize with other agents, view your pay, update information, and get support from us quickly and at anytime! No more waiting on email responses. We also host optional biweekly zoom trainings to our CSPs to help our agents become more successful. We have other independent contractor opportunities outside of Arise, and our CSPs get first dibs. We offer FREE certification for select clients and reimbursement up to $100 for all other client opportunities to CSPs who pass certification and service client for 90 days at the minimum hours per week required with good metrics. We offer our own performance incentives and giveaways to our CSPs. Such as giftcards, client certification vouchers, home office gear, and more. Qualifications: MUST BE 18 YEARS OR OLDER. MUST BE ABLE TO PASS A BACKGROUND CHECK. CALL CENTER EXPERIENCE IS REQUIRED. WORK FROM HOME EXPERIENCE IS PREFERRED. MUST BE MOTIVATED, DEPENDABLE, AND READY TO BEGIN WORKING. MUST BE WILLING TO PAY BETWEEN $9.99-$250 DEPENDING ON THE CLIENT YOU CHOOSE FOR CERTIFICATION. ALL CLIENTS REQUIRE CSPs TO BECOME CERTIFIED BEFORE SERVICING. However, We do provide 1 FREE certification voucher for select clients to all CSPs and certification reimbursements up to $100 for all other client opportunities. MUST ENROLL IN CLIENT CERTIFICATION WITHIN 30 DAYS OF JOINING OUR TEAM. Unfortunately, we are NOT accepting Applicants that reside in the following states: California, Connecticut, Maryland, Massachusetts, New York, Oregon, Wisconsin. Home office Requirements: Must have a Windows or MAC computer preferably with dual monitors that meets system requirements. All in one computers are not supported. May be able to use a laptop if it meets requirements. Must pass a PC Scan. Please click here to view a full list of equipment requirements. Hard Wired internet connection through Ethernet USB Head-Set w/ mic for certification Hard Wired landline telephone service with long distance (for some clients, not all) Hard-wired Telephone and headset for servicing (for some clients, not all) Dedicated workspace, free from distractions. If you need to finance computer equipment, please use a certified arise vendor such as this one: ************************************************** Please wait until your background check comes back approved and you select a client to service before purchasing equipment as some clients do not require all of this. Certification Training Prepares CSPs to take customer calls, policies, systems, etc. Once you pass certification, You start making money right away! Hours: Varies by the client, but typically 4 hours per day. 9am-1pm or 6pm-10pm. Location: Held in virtual classrooms w/ an instructor and other students. Pay: Certification training is unpaid by Arise, however we cover this cover this cost for agents serious about working from home. What's the Pay? Pay Rate: depends on the Client you are servicing. Client's pay range is between $9.50-$17.00 per hour + bonuses. Pay Date: Twice a month on the 1st and the 15th via direct deposit only. Ready to Join our Team and service clients on the Arise Platform? If so, please click "Apply" We review our applications within 72 hours, so keep an eye out on your email. After submitting your application, you will receive an email with instructions on submitting your voice sample. Once reviewed, we will contact you during the best time to reach you that you indicated on your application. Failing to submit a voice sample within 24 hours will result in automatic rejection of your application.
    $9.5-17 hourly 60d+ ago
  • Work From Home Customer Service

    Four Generations Group

    Remote job

    FOUR GENERATIONS GROUP, INC. Control your schedule. Control your life. Four Generations Group, Inc. is family owned and operated. We understand that work is meant to help support family not neglect family. With that understanding, we have partnered with Arise Virtual Solutions to help bring flexible, work-from-home opportunities to our contractors. We have a culture of creativity and teamwork, and we're always available to lend a helping hand, answer your questions, and play the "customer" when you practice. You'll never wonder why you can't reach your IBO during training or after. To us, "virtual" is NOT synonymous with "disconnected". If you want the freedom of controlling your schedule and your career path If you have limitations that make working in a traditional office difficult or impossible If you need to work around school If you just need part time work with flexible hours Allow 4 generations of my family to help you achieve virtual freedom so that you too can Be There The Way You Want for your family! Description: Provide sales, support, and customer service for some of America's top companies. Navigate client systems and update customer information and orders. Select your own schedule, half hour by half hour. Choose the client you service. Work from the comfort of your own home. Access to an online, instructor-led certification course. Starts at $8 - $12/hour depending on the client you choose. Requirements: Must pass background check. Must pass voice and other assessments. May have to pass a computer check. Must pass certification course. Must provide a notarized affidavit of identity. May have to take a drug test depending on client. You must have: Computer Dual monitor preferred but not required. Phone with headset (POTS and digital. No VOIP or softphone.) Internet (hardwired) USB headset Quiet space to work. *At this time, we can not work with people residing in the following states: California, Connecticut, Maryland, Massachusetts, New York, Oregon, and Wisconsin.
    $8-12 hourly 60d+ ago
  • Work From Home Customer Service Professional

    Pnkslp

    Remote job

    We're on the lookout for a Virtual/Remote Call Center Representative to be the primary link between our company and our current and potential customers. Inbound customer service position from home. Be prepared to take all inbound calls for technical support, sales and/or customer service from the comfort of your quiet work space at home. Schedule yourself daily and work part time or full time. Pay ranges begin at $8/hr. You must be based in and have a United States address. We currently do not hire in the following states: California, Connecticut, Maryland, Massachusetts, New York, Oregon or Wisconsin. We're looking for someone who can tackle customer issues, complaints, and inquiries head on -all while keeping customer satisfaction at the forefront of their decision-making and communication. Call Center Representative Responsibilities Manage large amounts of inbound and outbound calls with efficiency and courtesy Follow conversation prompts and scripts when handling different topics Identify customers' needs; clarify their information; research their issues; then provide solutions and/or alternatives to solve their problems Seize opportunities to upsell products when they arise Build sustainable relationships and engage customers by going the extra mile when you can Keep accessible, comprehensive records of all conversations in our call center database Attend educational seminars to improve knowledge and performance level Meet or exceed personal/team qualitative and quantitative targets Call Center Representative Requirements Previous experience in a customer support role Proven track record of over-achievement on quotas Strong phone and verbal communication skills, plus active listening skills Comfortability with CRM systems and best practices Empathetic customer focus, flexibility to manage many different personality types Ability to multi-task, set priorities, and manage time effectively High school diploma or equivalent
    $8 hourly 60d+ ago

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