Client Experience Specialist - Work From Home

Remote Jobs; Cranston (RI); Remote; USD 42,000 - 64,000; Full time

Job summary

Remote Jobs is seeking a client-facing professional for fully remote work in the financial services sector. You will enroll and support clients who request guidance, leveraging a proven process and tools provided by a growing team.

You will join mentors who stay involved and can structure your schedule around real-life commitments while building a portfolio of ongoing client engagements.

Qualifications

• Clear and human communication is required.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Work with a growing team and use provided tools and mentorship.
• Engage in client-facing activities to deliver value.

Skills

Clear communication

Self-motivation

Process adoption

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.