Customer Service Representative

Were seeking a customer-focused Customer Service Representative to support clients through a dedicated advisor-led service model. In this fully remote role, youll assist clients by coordinating details, providing guidance, and ensuring a smooth, organized experience from start to finish. This position is ideal for someone who enjoys helping others, staying detail-oriented, and maintaining clear communication while working independently in a structured environment. Key Responsibilities Assist clients through their assigned advisor, providing accurate guidance and support Respond promptly to client inquiries and provide clear, helpful information Manage scheduling, confirmations, and follow-ups to ensure seamless service Maintain precise client records and document all communications Support process improvements to enhance the client experience Qualifications Strong communication and customer service skills Comfortable working independently in a remote environment Must be a citizen of the US, UK, LATAM, Spain or Australia Detail-oriented, reliable, and tech-savvy Prior client-facing or administrative experience preferred but not required Why This Role Stands Out 100% remote work with flexible scheduling Structured onboarding and ongoing training Supportive team environment with opportunities for growth Gain experience in a structured, advisor-led client service model