Client Service Advocate - Remote

GFI Team Ikigai; Pawtucket (RI); Remote; USD 65,000 - 85,000; Part time

Benefits offered by this job

Flexible schedule

Remote work

Career growth opportunities

Leadership development

Job summary

GFI Ikigai in the United States is seeking a part-time Client Service Advocate to guide clients on financial journeys with creativity and empathy, delivering top-tier service and practical solutions.

You’ll collaborate with clients on budgets, investments, and retirement planning, educate on financial topics, and look for opportunities to upsell while maintaining client satisfaction.

Qualifications

• Experience in customer service, leadership, or sales.
• Ability to translate account metrics into actionable strategies.
• Familiarity with CRM systems, especially Salesforce.

Responsibilities

• Be the first point of contact for clients, ensuring stellar service.
• Collaborate with clients, sharing ideas and practical solutions along financial roadmaps.
• Educate clients on essential financial topics and help develop personalized budgets, investments, and retirement plans.
• Upsell and cross-sell opportunities while maintaining high client satisfaction.

Skills

Customer service

Sales

Communication

Relationship building

Tools

Salesforce

Job description

Exciting Opportunity: Join GFI Ikigai as a Client Service Advocate!

About GFI Ikigai

At GFI Ikigai, we don't just discuss financial literacy; we revolutionize it! We're a team of innovators, dreamers, and creators who believe in the power of financial independence. With cutting-edge online tools and dynamic training programs, we lead our community into a future of ample possibilities and exciting growth.

The Role: Client Service Advocate

Are you a people person with a zest for financial insights? Picture yourself as a hero in our clients' financial journeys, offering creativity, support, and top-tier solutions in this vibrant, remote role. As our Client Service Advocate, you'll blend empathy with expertise to connect with clients, nurture long‑lasting relationships, and support their financial dreams.

Perks and Pay

Here at GFI Ikigai, we believe work‑life balance is key! Enjoy a flexible schedule and remote work that fits your lifestyle and imagination. With an annual pay ranging from $65,000 to $85,000 for part-time work, you're well‑rewarded here. Plus, we offer unrivaled career growth opportunities through comprehensive online tools and leadership development options.

Your Daily Adventures

• Be the first point of contact for our beloved clients, ensuring they receive stellar service.
• Collaborate closely with clients, sharing innovative ideas and practical solutions along their financial roadmaps.
• Educate and engage with clients on essential financial topics and help develop personalized plans for budgets, investments, and retirement.
• Unlock opportunities to enhance account value through smart upselling and cross‑selling, all while spotlighting client satisfaction.

Your Unique Profile

Do you love making waves in the financial landscape? As our ideal candidate, you bring talent in communication, both verbal and written, with a love for translating account metrics into potent strategies. U.S. citizens aged 18 or above with a flair for CRM systems like Salesforce, this role could be your dream station! A Life Producer license is also part of the adventurerequired within two weeks of starting your new journey.

Show Us Your Suits

Experience in customer service, leadership, or sales? Awesome! A background in education, coaching, military, or athletics will give you an extra edge. Show your entrepreneurial spirit, empathy, problem‑solving skills, and negotiation flair, and you'll fit right in.

Hop on board with GFI Ikigai as our part‑time Client Service Advocate role where you can nurture financial literacy and see real‑world impact. We can't wait to embark on this exciting mission with you; your adventure awaits!