Remote Representative

GFI-Team Ikigai•Jamaica Plain, MA

6d•Remote

About The Position

Join Us as a Remote Client Services Representative at Global Financial Impact! Embark on a rewarding journey by becoming part of GFI-Team Ikigai as a Remote Client Services Representative! In this role, you'll leverage cutting-edge online tools and in-house training to educate and empower communities toward achieving financial literacy. We welcome individuals from diverse backgrounds, valuing integrity, a strong work ethic, diligence, leadership qualities, and an entrepreneurial mindset. No previous financial experience is required, and we'll provide you with everything you need to succeed in this exciting role! Position Overview As a Remote Client Services Representative, your primary responsibility will be to provide outstanding front-line customer support. You'll engage with clients from the comfort of your home, guiding clients on achieving their financial goals over Zoom. It's all about creating exceptional customer experiences by offering education, discovering goals and implementing strategies to obtain them.

Requirements

Entrepreneurial spirit, self-motivation, coachability and people skills are required.
Must be over 18 years old and a U.S. Citizen.
Ability to pass a comprehensive background check.
Must own a computer with a webcam and have reliable internet.

Nice To Haves

Backgrounds in customer service, leadership, and management are a plus.
Experience in education, coaching, military, or as elite athletes preferred but not required!
A genuine drive to help others and foster community well-being.

Responsibilities

Provide outstanding front-line customer support.
Engage with clients from the comfort of your home, guiding clients on achieving their financial goals over Zoom.
Create exceptional customer experiences by offering education, discovering goals and implementing strategies to obtain them.