Remote Client Services Specialist

Remote Jobs; Aurora (IL); Remote; USD 45,000 - 75,000; Full time

Job summary

Remote Jobs is seeking a client-facing professional for our fully remote, financial services team. You will enroll and support clients who request guidance, pairing with a growing team and receiving tools and mentorship to succeed.

Work is purpose-driven and flexible, with training and leaders who stay involved. You’ll handle learning conversations about benefits and outcomes, not just sales energy, in a process-driven environment that respects family-focused results.

Qualifications

• Clear and human communication
• Self-motivated with discipline to work without micromanagement
• Openness to follow a proven process
• Interest in benefits conversations, not just sales energy

Responsibilities

• Enroll and support clients who requested guidance
• Collaborate with a growing team and leverage provided tools and mentorship
• Deliver client engagements and maintain relationships with emphasis on value

Job description

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.