Customer Service Representative

We are seeking a service-driven Customer Service Representative to provide structured support within an advisor-supported client model. In this fully remote position, you will play a key role in ensuring clients receive clear communication, organized coordination, and a seamless experience from initial inquiry through completion.

This role is ideal for someone who enjoys helping people, managing details behind the scenes, and contributing to a professional, team-oriented environment.

• Serve as a primary point of support alongside assigned advisors
• Respond promptly to client questions with accurate, helpful information
• Coordinate scheduling, confirmations, and follow-up communication
• Track client interactions and maintain organized digital records
• Ensure timelines and service standards are consistently met

• Strong written and verbal communication skills
• Customer service or client support experience (preferred, not required)
• Detail-oriented with strong organizational habits
• Comfortable working independently in a remote environment
• Professional, dependable, and confident using online systems and tools
• Must be a citizen of the US, UK, Australia, Spain and LATAM

• 100% remote flexibility
• Structured training and ongoing support
• Clear growth path within a collaborative team
• Stable systems and processes designed for success