Remote Credit Consultation & Client Education VA

20four7va; United States; Remote; USD 25.000 - 39.000; Vollzeit

Zusammenfassung

20four7VA, a virtual assistant agency, is seeking a remote client-facing VA for a Maryland-based financial-wellness company. You will conduct intake calls, review credit reports with clients, and guide them through Zoom consultations.

You will handle follow-ups, scheduling, and client documentation, using CRM, Zoom, and Google Workspace. Excellent English and strong communication are essential, with preferred credit-report or financial services experience.

Qualifikationen

• Excellent English and strong client communication skills.
• Credit report or financial services experience preferred.
• Familiarity with CRM, Zoom, and Google Workspace preferred.

Aufgaben

• Conduct intake calls and review credit reports with clients.
• Lead Zoom consultations and explain credit concepts.
• Manage follow-ups, scheduling, and client documentation.

Kenntnisse

Client communication

English proficiency

Credit knowledge

Tools

CRM

Zoom

Google Workspace

Jobbeschreibung

20four7VA, a virtual assistant agency, is seeking a remote client-facing VA for a Maryland-based financial-wellness company. You will conduct intake calls, review credit reports with clients, and guide them through Zoom consultations.

You will handle follow-ups, scheduling, and client documentation, using CRM, Zoom, and Google Workspace. Excellent English and strong communication are essential, with preferred credit-report or financial services experience.