Client services

GFI-Team Ikigai • Cody, WY

21h • Remote

About The Position

GFI Ikigai is on the lookout for a motivated and enthusiastic individual to join our team as a Client Services Lead Associate. This key role focuses on managing client relationships and providing top-tier customer support. Operating on a part-time basis, you'll have the opportunity to contribute to our mission by handling a portfolio of client accounts with dedication to satisfaction, growth, and education in personal financial matters.

Requirements

• 18 years or older and a U.S. citizen
• Must successfully pass a background check
• Excellent verbal and written communication skills, with proficiency in managing client relationships
• A Life Producer license is required within the first two weeks of employment
• Comfortable with CRM systems (e.g., Salesforce) and generating basic reports
• Capable of analyzing account health metrics and composing concise reports
• Experience or potential in identifying growth opportunities

Nice To Haves

• Backgrounds in customer service, leadership, and management are preferred
• Experience in education, coaching, military, or elite athletics is advantageous
• Must be an entrepreneurial, self-driven individual eager to grow and make a positive impact
• Advanced negotiation skills or technical troubleshooting capabilities

Responsibilities

• Act as a Client Services Lead Associate and primary contact for clients, ensuring complete client satisfaction
• Provide professional, courteous, and timely support to clients and associates
• Educate clients on financial knowledge, including business, investments, insurance protection, retirement, savings, and estate planning
• Customization of financial plans with budgeting, debt reduction, investing, and retirement planning guidance
• Leverage upsell and cross-sell opportunities to enhance account value and satisfaction

Benefits

• Flexible schedule with options for personalized adjustments
• Completely remote work structure, supported by comprehensive online tools and training
• Opportunities for leadership development

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed