Work from Home Customer Service Representative

We are seeking a service-driven Customer Service Representative to provide structured support within an advisor-supported client this fully remote position you will play a key role in ensuring clients receive clear communication organized coordination and a seamless experience from initial inquiry through completion.

This role is ideal for someone who enjoys helping people managing details behind the scenes and contributing to a professional team-oriented environment.

• Serve as a primary point of support alongside assigned advisors
• Respond promptly to client questions with accurate helpful information
• Coordinate scheduling confirmations and follow-up communication
• Track client interactions and maintain organized digital records
• Ensure timelines and service standards are consistently met

• Strong written and verbal communication skills
• Customer service or client support experience (preferred not required)
• Detail-oriented with strong organizational habits
• Comfortable working independently in a remote environment
• Professional dependable and confident using online systems and tools
• Must be a citizen of the US UK Australia Spain and LATAM

• 100% remote flexibility
• Structured training and ongoing support
• Clear growth path within a collaborative team
• Stable systems and processes designed for success