Remote Financial Client Advocate

Location: Nationwide
Compensation: Salary
Staff Reviewed: Fri, Jan 20, 2023
This job expires in: 21 days

Job Summary

A financial services company is searching for a person to fill their position for a Remote Financial Client Advocate.

Core Responsibilities Include:

  • Tracking activities in CRM
  • Acting as the secondary intake point for any Customer inquiries
  • Being responsible for fulfilling reporting requests from customers

Qualifications Include:

  • Degree with 5+ years of experience or an equivalent combination of education and experience
  • Knowledgeable, service oriented professional approach
  • Must be very responsive, resolving service issues as quickly as possible
  • Thorough understanding of contract provisions and administrative policies and procedures

COMPLETE JOB DESCRIPTION

The job description is available to subscribers. Subscribe today to get the full benefits of a premium membership with Virtual Vocations. We offer the largest remote database online...

BECOME A PREMIUM MEMBER TO
UNLOCK FULL JOB DETAILS & APPLY

  • ACCESS TO FULL JOB DETAILS AND APPLICATION INFORMATION
  • HUMAN-SCREENED REMOTE JOBS AND EMPLOYERS
  • COURSES, GROUP CAREER COACHING AND RESOURCE DOWNLOADS
  • DISCOUNTED CAREER SERVICES, RESUME WRITING, 1:1 COACHING AND MORE
  • EXCELLENT CUSTOMER SUPPORT FOR YOUR JOB SEARCH