Remote Account Associate

Overview

The Remote Account Associate will assist individuals and small businesses in exploring tailored financial solutions, serving as a reliable point of contact to help clients understand their options and build lasting relationships.

In Short

• Connect with new and prospective clients through outreach and follow-ups
• Learn about each client’s financial goals and challenges
• Present solutions that align with their needs and objectives
• Assist clients through onboarding and product setup
• Maintain detailed client information and activity logs in CRM tools
• Provide ongoing support through regular check-ins and service updates

Requirements

• High school diploma required; college degree preferred
• Strong communication and relationship-building skills
• Highly organized and comfortable working independently in a remote setting
• A proactive, client-focused attitude with strong attention to detail
• Previous experience in customer service, account support, or sales is a plus

Benefits

• Competitive base pay with performance-based bonuses and incentives
• Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off
• Flexible remote work schedule with structured support
• Career advancement opportunities within a growing organization
• A collaborative and mission-driven remote team culture