Remote Financial Education Assistant

Missouri Riders Financial Services; United States; Remote; USD 40,000 - 60,000; Full time

Job summary

Missouri Riders Financial Services in the United States is seeking a remote Crew Member to help clients through financial education and service coordination. You will engage with prospective and current clients via phone or virtual meetings, gather information about their goals, and help schedule consultations with licensed professionals.

You will prepare basic financial needs summaries, organize client documents, and update internal systems to keep accurate records.

Qualifications

• Experience in customer service or education is beneficial but not required.
• Strong communication skills and ability to explain financial information clearly.
• Comfort with remote work and basic office software.

Responsibilities

• Engage with clients via phone or virtual meetings to understand goals.
• Gather client information and help schedule consultations with licensed professionals.
• Prepare basic financial needs summaries and organize client documents.
• Update internal systems to maintain accurate records and support outreach efforts.

Skills

Customer service

Interpersonal communication

Time management

Independent work

Remote collaboration

Tools

CRM systems

Video conferencing tools

Office software

Job description

Missouri Riders Financial Services in the United States is seeking a remote Crew Member to help clients through financial education and service coordination. You will engage with prospective and current clients via phone or virtual meetings, gather information about their goals, and help schedule consultations with licensed professionals.

You will prepare basic financial needs summaries, organize client documents, and update internal systems to keep accurate records.