Remote Financial Client Advisor

Job is Expired
Location: Nationwide
Compensation: To Be Discussed
Staff Reviewed: Tue, Sep 27, 2022

Job Summary

A company that provides integrated technology, services, data and analytics has a current position open for a Remote Financial Client Advisor.

Candidates will be responsible for the following:

  • Maintaining customer relationships; proactively provide customers with helpful information
  • Completing defined Client Advisor/Product training to obtain complete understanding of the system
  • Conversing with customers by phone/email/live chat addressing any questions, problems, and ongoing training

Position Requirements Include:

  • Bachelor's degree or the equivalent combination of education, training, or work experience
  • 0-3+ years of analytical and/or technical consulting experience
  • Preferred outstanding interpersonal skills with a "Get it Done" attitude

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