Investment Protection Specialist - Remote

Overview

Join our team as an Investment Protection Specialist – Champion the Voice of the Client! Are you passionate about creating exceptional client experiences and ensuring their needs are heard, supported, and prioritized? We’re looking for a compassionate, solution-oriented Investment Protection Specialist to join our growing insurance and financial services team. In this role, you’ll serve as the client’s trusted ally—advocating on their behalf, resolving concerns, and driving continuous improvements in service delivery.

In Short

• Act as the primary advocate for clients—ensuring their concerns, feedback, and goals are clearly communicated and addressed.
• Build strong, trust-based relationships with clients and deliver exceptional service support.
• Collaborate with internal teams to resolve issues efficiently and elevate the client experience.
• Monitor and analyze client feedback to identify trends and recommend improvements.
• Provide proactive communication and education to help clients get the most value from their services.
• Assist in retention initiatives by ensuring client satisfaction and loyalty.

Requirements

• Empathetic communicator with strong interpersonal skills.
• Problem-solver with a client-first mindset.
• Organized and detail-oriented, able to juggle multiple priorities.
• Self-starter who thrives in a collaborative environment.
• Experience in client services, customer advocacy, support, or account management is a plus (but not required).

Benefits

• Paid training and professional development.
• Health insurance and retirement options.
• Performance bonuses and appreciation incentives.
• Opportunities for advancement into strategy, leadership, or client success roles.