Remote Client Services Specialist | Growth & Impact

Aogarciaagency; Hartford (CT); Remote; USD 45,000 - 60,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and complete training

Remote work with web conference-based"

Job summary

Aogarciaagency is seeking a motivated individual for a role focused on virtual client consultations and financial well-being guidance. The position offers flexible, work-from-home options and a clear path for growth.

You will conduct virtual consultations, assess client needs, and foster lasting relationships through regular check-ins, with mentorship and training provided to help you succeed.

Qualifications

• Experience conducting virtual consultations.
• Ability to work from home or remotely.
• Willingness to learn and adapt to tools and processes.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and explain available solutions.
• Build and maintain long-term client relationships with regular check-ins.
• Complete related administrative tasks (note-taking, scheduling).

Skills

Virtual consultations

Client relationship building

Adaptability

Communication

Job description

Aogarciaagency is seeking a motivated individual for a role focused on virtual client consultations and financial well-being guidance. The position offers flexible, work-from-home options and a clear path for growth.

You will conduct virtual consultations, assess client needs, and foster lasting relationships through regular check-ins, with mentorship and training provided to help you succeed.