Remote Client Account Specialist

Remote Jobs; Fort Worth (TX); À distance; USD 60 000 - 90 000; Plein temps

Résumé du poste

Remote Jobs in the United States is seeking a client-facing role in financial services. This fully remote position pairs you with a growing team, provides tools and mentorship, and expects you to enroll and support clients seeking guidance.

You will build a schedule around real life, manage a portfolio of clients, and participate in a proven process that includes AI-assisted hiring steps. The role emphasizes clear, human communication and helping families with benefits conversations.

Qualifications

• Communication that is clear and human.
• Discipline without a supervisor in the hallway.
• Open to a proven process.

Responsabilités

• Enroll and support clients who asked for guidance.

Connaissances

Clear communication

Self-discipline

Process adherence

Benefits conversations

Description du poste

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.