Client Support Specialist - Remote

GFI-Team Ikigai; Boston (MA); Remote; USD 42,000 - 62,000; Full time

Job summary

Global Financial Impact (GFI-Team Ikigai) is seeking a Client Support Specialist to join a remote-first team. From a home office, you will engage with clients, understand their financial objectives, and guide them toward actionable steps using our digital tools and CRM systems.

This flexible role can be part-time or full-time and includes access to online training, mentorship, and professional development resources.

Qualifications

• Interest in enhancing customer interactions and tackling financial literacy issues.
• Ability to thrive in a remote work setting, demonstrating self-motivation and adaptability.
• Exceptional communication skills, both written and verbal, with the ability to build rapport and trust with clients from diverse backgrounds.
• Proficiency in using digital tools; familiarity with CRM systems is an advantage.
• Opportunities for growth and advancement based on performance.
• Access to online training, mentorship, and professional development resources.
• Flexibility in choosing part-time or full-time work arrangements.
• Remote work flexibility with the opportunity to set your own schedule, aligning with client and team needs.

Responsibilities

• Engage with clients to understand their financial objectives and deliver actionable steps to achieve them.
• Streamline client journey strategies to boost satisfaction and foster long-term relationships.
• Utilize CRM systems to maintain organized client information and track engagements.
• Educate clients on fundamental financial concepts to address literacy challenges within the community.
• Collaborate with your team and mentors to enhance your approach and contribute to team progress.

Job description

Global Financial Impact (GFI-Team Ikigai) stands at the forefront of fostering financial literacy and empowerment within diverse communities. By partnering with families and individuals, we strive to elevate their understanding and management of financial matters. Operating with a remote-first approach, our team is equipped with contemporary tools, insightful training, and invaluable mentorship. Our mission is to guide diverse talents in establishing impactful careers in financial services.

Position Overview

As a Client Support Specialist, you are the cornerstone of our client relationship strategy. Your primary role is to engage with clients directly, offering support and guidance to enhance their financial goals. Working from a remote environment, you will utilize cutting-edge digital tools to streamline client interactions and manage client information efficiently. This position is designed for individuals eager to begin their career in a client-centric, financial role, with the flexibility of part-time or full-time commitment.

Responsibilities

• Engage with clients to understand their financial objectives and deliver actionable steps to achieve them.
• Streamline client journey strategies to boost satisfaction and foster long-term relationships.
• Utilize CRM systems to maintain organized client information and track engagements.
• Educate clients on fundamental financial concepts to address literacy challenges within the community.
• Collaborate with your team and mentors to enhance your approach and contribute to team progress.

Success Metrics

• Within the first 12 months, establish and cultivate a robust portfolio of clients that consistently engage and provide positive feedback.
• Adhere to defined processes and leverage digital tools to ensure accurate and timely client interactions.
• Display growing confidence in articulating financial concepts tailored to each client's unique needs.
• Participate actively in training sessions and team activities, showcasing growth in consulting skills and contribution to team objectives.

Qualifications

• Interest in enhancing customer interactions and tackling financial literacy issues.
• Ability to thrive in a remote work setting, demonstrating self-motivation and adaptability.
• Exceptional communication skills, both written and verbal, with the ability to build rapport and trust with clients from diverse backgrounds.
• Proficiency in using digital tools; familiarity with CRM systems is an advantage.
• Opportunities for growth and advancement based on performance.
• Access to online training, mentorship, and professional development resources.
• Flexibility in choosing part-time or full-time work arrangements.
• Remote work flexibility with the opportunity to set your own schedule, aligning with client and team needs.