Remote Client Services Coordinator (Advisor-Led)

traveling-with-mchaila; Tampa (FL); Remote; USD 32,000 - 52,000; Full time

Job summary

traveling-with-mchaila is seeking a client-focused Customer Service Representative to support customers within a structured, advisor-led service model. Youll guide clients, coordinate details, and ensure their experience is organized, responsive, and seamless from start to finish.

Youll collaborate with assigned advisors to manage client communications, answer questions, and provide timely updates on scheduling and next steps.

Qualifications

• Strong communication and interpersonal skills
• Customer service mindset with attention to detail
• Comfortable working independently in a remote setting
• Professional, reliable, and confident using technology and internal systems
• Must be a citizen of the US, UK, Australia, LATAM, or Spain

Responsibilities

• Provide support to customers in partnership with their assigned advisor
• Respond promptly to inquiries with clear, accurate information
• Assist with scheduling, confirmations, and routine follow-ups
• Maintain organized records and ensure all client details are documented accurately
• Help create a smooth, professional client experience at every stage

Skills

Communication skills

Customer service mindset

Remote work independence

Tech proficiency

Citizenship required

Job description

traveling-with-mchaila is seeking a client-focused Customer Service Representative to support customers within a structured, advisor-led service model. Youll guide clients, coordinate details, and ensure their experience is organized, responsive, and seamless from start to finish.

Youll collaborate with assigned advisors to manage client communications, answer questions, and provide timely updates on scheduling and next steps.