Were seeking a client-focused Customer Service Representative to support customers within a structured, advisor-led service model. In this role, youll play a key part in guiding clients, coordinating important details, and ensuring their experience is organized, responsive, and seamless from beginning to completion.

Youll collaborate closely with assigned advisors to manage client communications, address questions, and provide timely updates related to scheduling, confirmations, and next steps. This fully remote position is ideal for someone who enjoys helping others, staying organized, and delivering consistent, high-quality service in a process-driven environment.

What Youll Do:

Provide support to customers in partnership with their assigned advisor
Respond promptly to inquiries with clear, accurate information
Assist with scheduling, confirmations, and routine follow-ups
Maintain organized records and ensure all client details are documented accurately
Help create a smooth, professional client experience at every stage

What Were Looking For:

Strong communication and interpersonal skills
Customer service mindset with attention to detail
Comfortable working independently in a remote setting
Professional, reliable, and confident using technology and internal systems
Must be a citizen of the US, Uk, Australia, LATAM, or Spain

Why This Role Stands Out:

100% remote flexibility
Structured training and ongoing support
Clear opportunities for growth within a collaborative, supportive team

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