Client Services Specialist - Part Time
About The Position
Client Services Specialist - Part Time Make a Difference with GFI Ikigai! Who We Are: Welcome to GFI Ikigai! We are a vibrant and dynamic organization dedicated to addressing financial illiteracy and making a positive impact in communities globally. We are committed to excellence by offering innovative online tools and comprehensive in-house training programs that empower personal and professional growth. We nurture a variety of career paths, ensuring that financial independence is within reach for everyone in our diverse and lively community! Your Role: Client Services Specialist Are you driven by a passion for helping others and making a lasting difference in their lives? If so, we invite you to join our team as a part-time Client Services Specialist. In this role, you'll manage client accounts, provide exceptional customer service, and serve as a trusted advisor to our clients. Your ability to connect with people and guide them towards financial success will make you an invaluable part of our team. If you're ready to inspire and make an impact, this is the opportunity for you!
Requirements
- You are 18+, a U.S. citizen, and able to pass a background check
- Demonstrate excellent communication skills, both verbal and written
- Obtain a Life Producer license within the first two weeks
- Effectively analyze account metrics and provide clear insights
Nice To Haves
- Experience in customer service, leadership, or management roles
- A background in education, coaching, military, or as an elite athlete
- An entrepreneurial mindset and a drive to achieve success
- Excel at negotiation or easily resolve technical challenges
Responsibilities
- Act as the main point of contact for clients, ensuring their satisfaction with every interaction
- Educate clients by sharing valuable financial insights about investments, savings, and more
- Collaborate with clients to create tailored financial plans, guiding them through budgeting and investment strategies
- Enhance client satisfaction by leveraging upsell and cross-sell opportunities
- Establish genuine connections without using cold calls or door-to-door tactics
Benefits
- Flexible hours and personalized options
- Work remotely from anywhere with access to premium online tools and training
- Exciting development opportunities
Stand Out From the Crowd
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
No Education Listed
