Remote Client Success & Relations Specialist

Aogarciaagency; Georgetown (KY); Remote; USD 45,000 - 65,000; Full time

Job summary

Aogarciaagency is seeking a remote, client-facing professional in the US to guide families through financial services guidance. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

The role emphasizes meaningful work for families, with training from leaders who stay involved and a schedule you can build around real life.

Qualifications

• Clear, human communication is required.
• Ability to work with minimal direct supervision.
• Willingness to follow a proven, structured process.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team with mentorship and tools.
• Participate in training and work with involved leaders.
• Contribute to client-facing engagements remotely.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

Aogarciaagency is seeking a remote, client-facing professional in the US to guide families through financial services guidance. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

The role emphasizes meaningful work for families, with training from leaders who stay involved and a schedule you can build around real life.