Remote Customer Service Manager — Financial Guidance

WizeHire, Inc; Fullerton (CA); On-site; USD 52,000 - 78,000; Full time

Job summary

The Fortitude Team is seeking a personable, relationship-driven Customer Service Manager to work with individuals and families as they pursue their financial goals. This role is ideal for someone who enjoys helping people, building relationships, providing excellent service, and communicating with clients.

You’ll receive training and mentorship while learning how to identify client needs, provide financial education, and help clients evaluate financial strategies based on their goals.

Qualifications

• Must enjoy helping people and building relationships.
• Experience working with people is valued above prior financial services experience.
• Training and mentorship will be provided to learn client needs assessment and financial education.

Responsibilities

• Build relationships with individuals and families pursuing financial goals.
• Identify client needs, provide financial education, and explain financial strategies.
• Communicate effectively with clients and deliver excellent service.

Skills

Relationship building

Customer service

Communication

Training & mentorship

Job description

The Fortitude Team is seeking a personable, relationship-driven Customer Service Manager to work with individuals and families as they pursue their financial goals. This role is ideal for someone who enjoys helping people, building relationships, providing excellent service, and communicating with clients.

You’ll receive training and mentorship while learning how to identify client needs, provide financial education, and help clients evaluate financial strategies based on their goals.