Remote Client Experience Partner

Remote Jobs

Cranston (RI)

Remote

USD 42,000 - 64,000

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 is seeking a client-facing professional for fully remote work in the financial services sector. You will enroll and support clients who request guidance, leveraging a proven process and tools provided by a growing team.

You will join mentors who stay involved and can structure your schedule around real-life commitments while building a portfolio of ongoing client engagements.

Qualifications

  • Clear and human communication is required.
  • Ability to work without direct supervision.
  • Willingness to follow a proven process.
  • Interest in discussing benefits, not just sales energy.

Responsibilities

  • Enroll and support clients who request guidance.
  • Work with a growing team and use provided tools and mentorship.
  • Engage in client-facing activities to deliver value.

Skills

Clear communication
Self-motivation
Process adoption
Benefits conversations

Job description

Remote Jobs is seeking a client-facing professional for fully remote work in the financial services sector. You will enroll and support clients who request guidance, leveraging a proven process and tools provided by a growing team.

You will join mentors who stay involved and can structure your schedule around real-life commitments while building a portfolio of ongoing client engagements.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Remote Financial Services Client Advocate
Remote Financial Services Client Advocate

Remote Jobs • Fremont (NE)

Remote
USD 48,000 - 76,000
Remote Client Success Advisor
Remote Client Success Advisor

Remote Jobs • Lubbock (TX)

Remote
USD 45,000 - 70,000
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 Client Success Advisor (Financial Services)
Remote Client Success Advisor (Financial Services)

Remote Jobs • Clifton (NJ)

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

Remote Jobs • Parkersburg (WV)

Remote
USD 60,000 - 90,000
Remote Client Services Advisor — Financial Guidance
Remote Client Services Advisor — Financial Guidance

Remote Jobs • Provo (UT)

Remote
USD 50,000 - 70,000
Home office setup
Web presentations
Flexible schedule
+1
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 Onboarding Specialist for Financial Wellness
Remote Client Onboarding Specialist for Financial Wellness

Remote Jobs • Ames (IA)

Remote
USD 60,000 - 90,000