Remote Customer Service Manager — Financial Guidance

Talentify; Fullerton (CA); Remote; USD 48,000 - 64,000; Full time

Job summary

Talentify is seeking a personable, relationship-driven Customer Service Manager for remote work with flexible part-time and full-time pathways. You'll train and mentor while helping clients pursue financial goals, identify needs, and evaluate strategies.

Prior financial services experience isn't required—focus is on helping people and building relationships. Applicants must be eligible for applicable professional licensing and be comfortable working virtually with a strong service mindset and

Qualifications

• Excellent communication and interpersonal skills.
• Strong customer-service mindset.
• Enjoy helping and working with people.
• Coachable with a willingness to learn.

Responsibilities

• Meet virtually with prospective and existing clients.
• Build positive, long-term client relationships.
• Learn about clients' financial goals, needs, and priorities.
• Provide financial education after completing required training and licensing.
• Help clients understand available financial strategies and solutions.
• Provide ongoing follow-up and client support.
• Schedule and conduct client reviews.
• Participate in weekly training, coaching, and professional development.
• Develop new relationships through referrals, networking, and community outreach.
• Maintain accurate client documentation and follow applicable compliance requirements.

Skills

Communication

Customer service

Relationship-building

Remote work

Independent work

Time management

Virtual communication

Coachable

Job description

Talentify is seeking a personable, relationship-driven Customer Service Manager for remote work with flexible part-time and full-time pathways. You'll train and mentor while helping clients pursue financial goals, identify needs, and evaluate strategies.

Prior financial services experience isn't required—focus is on helping people and building relationships. Applicants must be eligible for applicable professional licensing and be comfortable working virtually with a strong service mindset and