Client Account Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Initiate discussions with prospective clients and address incoming inquiries.

• Comprehend each client's distinct objectives, challenges, and decision-making processes.

• Propose customized financial solutions based on client feedback and available information.

• Assist clients throughout the onboarding process, product selection, and service implementation.

• Maintain consistent communication with clients to foster retention and satisfaction.

• Relay insights and client feedback to internal teams to enhance offerings.

⛳️ Requirements

• High school diploma.

• College degree is preferred.

• Exceptional communication and interpersonal abilities.

• Strong organizational and time management skills in a remote setting.

• Proactive, self-driven, and comfortable working autonomously.

• Experience in client service, account management, or sales is advantageous but not mandatory.

🏝️ Benefits

• Competitive base salary along with performance-related bonuses and incentives.

• Comprehensive benefits package including medical, dental, vision, 401k, and paid time off.

• Remote position with flexible work hours.

• Continuous training and mentorship opportunities.

• Clear advancement pathways within the organization.