Remote Client Support Specialist (Advisor-Led)

traveling-with-mchaila; Clearwater (FL); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

100% remote

Structured training

Growth opportunities

Job summary

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

This fully remote role partners with assigned advisors to manage communications, answer inquiries, and provide scheduling updates.

Qualifications

• Excellent communication skills with customers and colleagues.
• Customer-focused mindset with high attention to detail.
• Ability to work independently in a fully remote setting.
• Proficient with technology and internal systems.
• Reliable, professional and proactive in interactions.

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 documentation of client details.
• Help create a smooth, professional client experience at every stage.

Skills

Strong communication

Customer service mindset

Independent remote work

Tech-savvy

Professional demeanor

Job description

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

This fully remote role partners with assigned advisors to manage communications, answer inquiries, and provide scheduling updates.