Entry Level Remote Client Manager

Overview

The Entry-Level Client Manager provides support to clients and the financial services team by assisting with various duties such as marketing our services, assessing client financial needs, educating them on our services and recommending appropriate insurance & financial products to help them achieve their intended goals.

In Short

• Serve as a primary point of contact for clients.
• Provide basic information on financial products and services.
• Schedule and coordinate client meetings.
• Learn to market products using social media & emails.
• Maintain accurate client records through CRM.
• Follow company procedures for compliance.
• Participate in training and professional development.
• Collaborate with team members for seamless client service.
• No prior experience required, but related coursework is a plus.
• Client-focused with a commitment to exceptional service.

Requirements

• Basic understanding of customer service.
• Strong verbal and written communication skills preferred.
• Ability to work well in a team and independently.
• Reliable with a strong work ethic.
• Ability to handle multiple tasks and prioritize effectively.

Benefits

• Work remotely over Zoom.
• Gain experience in financial services and marketing.
• Opportunity for professional development.
• Collaborative team environment.
• Flexible part-time and full-time availability.