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.