CPT-11613 Credit Consultation & Client Engagement Virtual Assistant (Fully Remote)

20four7va; United States; A distancia; USD 25.000 - 39.000; Jornada completa

Descripción de la vacante

20four7VA, a virtual assistant agency, is seeking a remote client-facing VA for a Maryland-based financial-wellness company. You will conduct intake calls, review credit reports with clients, and guide them through Zoom consultations.

You will handle follow-ups, scheduling, and client documentation, using CRM, Zoom, and Google Workspace. Excellent English and strong communication are essential, with preferred credit-report or financial services experience.

Formación

• Excellent English and strong client communication skills.
• Credit report or financial services experience preferred.
• Familiarity with CRM, Zoom, and Google Workspace preferred.

Responsabilidades

• Conduct intake calls and review credit reports with clients.
• Lead Zoom consultations and explain credit concepts.
• Manage follow-ups, scheduling, and client documentation.

Conocimientos

Client communication

English proficiency

Credit knowledge

Herramientas

CRM

Zoom

Google Workspace

Descripción del empleo

• Support a Maryland-based financial-wellness company as a remote client-facing VA.
• Focus on credit consultations, client education, and follow-ups.
• Schedule: 40 hours/week, Mon–Fri, 9 AM–5 PM EST.

Responsibilities:

• Conduct intake calls and review credit reports with clients.
• Lead Zoom consultations and explain credit concepts.
• Manage follow-ups, scheduling, and client documentation.

Requirements:

• Excellent English and strong client communication skills.
• Credit report or financial services experience preferred.
• Familiarity with CRM, Zoom, and Google Workspace preferred.

20four7VA

20four7VA is a virtual assistant agency connecting offshore independent contractors with clients worldwide, primarily in developed markets. It provides contractors with free training, constant support, and a vibrant community.