Remote Client Enrollment & Support Specialist

Remote Jobs

Fort Worth (TX)

Remote

USD 60,000 - 90,000

Full time

5 days ago
Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

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.

Responsibilities

  • Enroll and support clients who asked for guidance.

Skills

Clear communication
Self-discipline
Process adherence
Benefits conversations

Job description

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.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Fully Remote Client Support Specialist - Financial Services
Fully Remote Client Support Specialist - Financial Services

Remote Jobs • Columbia (SC)

Remote
USD 60,000 - 75,000
Remote Financial Client Success Specialist
Remote Financial Client Success Specialist

Remote Jobs • Hilo (HI)

Remote
USD 50,000 - 80,000
Remote Client Success Advocate — Financial Services
Remote Client Success Advocate — Financial Services

Remote Jobs • Columbus (NE)

Remote
USD 45,000 - 65,000
Remote Client Enrollment Specialist
Remote Client Enrollment Specialist

Remote Jobs • Florida

Remote
USD 36,000 - 60,000
Pre-qualified warm leads
Step-by-step onboarding
Remote tools
+2
Remote Client Success Specialist, Financial Services
Remote Client Success Specialist, Financial Services

Remote Jobs • Horn Lake (MS)

Remote
USD 45,000 - 65,000
Remote Client Success Advisor (Financial Services)
Remote Client Success Advisor (Financial Services)

Remote Jobs • Clifton (NJ)

Remote
USD 45,000 - 70,000
Remote Client Success & Guidance Specialist
Remote Client Success & Guidance Specialist

Remote Jobs • Parkersburg (WV)

Remote
USD 60,000 - 90,000
Remote Client Portfolio Advisor
Remote Client Portfolio Advisor

AO Garcia Agency • Colorado Springs (CO)

Remote
USD 55,000 - 75,000
Home office setup
Mentorship and training
Flexible schedule
+2
Remote Financial Services Client Advocate
Remote Financial Services Client Advocate

Remote Jobs • Fremont (NE)

Remote
USD 48,000 - 76,000
Remote Client Care Specialist - Financial Services
Remote Client Care Specialist - Financial Services

AO Garcia Agency • Joliet (IL)

Remote
USD 45,000 - 65,000
Remote work
Mentorship