Client Facing Financial Specialist

Position Overview

We are seeking a Client Services Specialist to support our financial services operations by assisting individuals and families through a structured financial education and onboarding process. This role emphasizes professionalism, communication, and client support rather than sales.

The ideal candidate is organized, detail-oriented, and comfortable working in a client-facing, remote environment. Prior financial services experience is not required. Training and licensing support are provided.

Key Responsibilities

• Support clients through a standardized financial education and information process
• Facilitate virtual client meetings and follow-up communications
• Assist with documentation, scheduling, and client onboarding
• Provide clear explanations of financial concepts related to protection and long-term planning
• Maintain accurate records in accordance with company and compliance standards
• Participate in ongoing training and professional development

Required Qualifications

• Strong written and verbal communication skills
• Professional, client-focused demeanor
• High attention to detail and organizational skills
• Ability to work independently in a remote setting
• Willingness to obtain required state licensing (training provided)
• Ability to pass a background check

Compensation & Work Environment

• Performance-based compensation structure
• Fully remote position with flexible scheduling
• Structured onboarding and ongoing training
• Advancement opportunities within client services, training, or leadership tracks
• Collaborative, professional team culture

Career Path

• This role provides exposure to financial services operations and client engagement, with opportunities to advance into education, leadership, or management roles.
• Qualified candidates are encouraged to apply to learn more.