Client Relations Advocate - Remote

GFI Team Ikigai; Warwick (RI); On-site; USD 65,000 - 85,000; Part time

Benefits offered by this job

Flexible work-life balance

Leadership development opportunities

Job summary

GFI Team Ikigai in Warwick, Rhode Island, is looking for a Client Service Advocate. This remote part-time position emphasizes nurturing client relationships through top-tier service. You'll educate clients on financial topics and develop personalized financial plans while ensuring client satisfaction.

Ideal candidates will have experience in customer service or leadership and strong communication skills. Enjoy a flexible work schedule and competitive pay, assisting our mission to enhance financial literacy.

Qualifications

• U.S. citizen, aged 18 or above.
• Exceptional verbal and written communication skills.
• Familiarity with financial concepts and planning.

Responsibilities

• Serve as primary contact for clients, ensuring satisfaction.
• Educate clients on financial topics.
• Identify upselling and cross-selling opportunities.

Skills

Communication skills

Problem-solving

Customer service

Education

Experience in customer service, leadership, or sales

Tools

CRM systems like Salesforce

Job description

Join Our Team: Client Service Advocate at GFI Ikigai

About Us

Welcome to GFI Ikigai, where we bring innovation to the forefront of financial literacy. We are committed to transforming communities and making financial independence accessible to everyone. Through our cutting‑edge online tools and comprehensive training programs, we create pathways that ignite personal and professional growth.

About the Role

Are you passionate about helping people and making a difference in their financial journeys? As a Client Service Advocate, you will be at the heart of our mission, supporting our clients with top‑tier service and creative solutions. With a focus on nurturing long‑lasting client relationships, you'll provide the innovative approaches needed to meet their financial goals.

What's in It for You

At GFI Ikigai, we believe in a flexible work‑life balance, offering a schedule that fits your lifestyle. This remote position comes with competitive pay ranging from $65,000 to $85,000 annually for part‑time work, alongside comprehensive online tools and leadership development opportunities that prepare you for advanced career prospects.

Your Key Responsibilities

• Be the primary point of contact for clients, ensuring their satisfaction and delivering outstanding service.
• Communicate effectively and timely, acting as a true partner in our clients' financial journeys.
• Educate clients on financial topics and develop personalized financial plans for budgeting, investing, and retirement planning.
• Identify opportunities to increase account value through upselling and cross‑selling while maintaining exemplary client satisfaction.

Who You Are

We're looking for someone who's ready to make a mark in the financial landscape. Are you a U.S. citizen, aged 18 or above, with a talent for verbal and written communication? Do you have the skills to translate account health metrics into actionable insights? Familiarity with CRM systems like Salesforce and obtaining a Life Producer license within two weeks of employment is a must.

Your Qualifications

Experience in customer service, leadership, or sales is valuable. Your background in education, coaching, military, or athletics, coupled with a negotiation spirit and problem‑solving skills, will set you apart. An entrepreneurial attitude and genuine empathy for helping others are qualities we admire.

Are you ready to pave the way for financial independence? Join GFI Ikigai as a part‑time Client Service Advocate and help lead the charge toward better financial literacy for all. We look forward to receiving your application and embarking on this mission together.