Remote Client Specialist

GFI-Team Ikigai•Worcester, MA

1d•Remote

About The Position

Join Our Team as a Remote Client Specialist at Global Financial Impact! Become an integral part of GFI-Team Ikigai as a Remote Client Specialist! This engaging role is designed for passionate individuals eager to educate communities about financial literacy utilizing state-of-the-art online tools and comprehensive training. No prior financial experience? No problem! We provide all the resources you need to excel in this dynamic field, welcoming individuals with diverse backgrounds, integrity, work ethic, diligence, leadership skills, and an entrepreneurial spirit. Position Overview As a Remote Client Specialist, you will offer first-class, virtual assistance to our clients, helping them achieve their financial goals from the comfort of your home. Utilizing platforms like Zoom, you'll create extraordinary customer experiences through education, goal discovery, and strategy implementation.

Requirements

Over 18 years of age
U.S. Citizen
Own a computer with a webcam
Reliable internet connection
Pass a comprehensive background check
Demonstrate consistency, communication and coachability

Nice To Haves

Prior financial experience
Backgrounds in customer service, management, or leadership

Responsibilities

Offer first-class, virtual assistance to our clients, helping them achieve their financial goals from the comfort of your home.
Utilize platforms like Zoom to create extraordinary customer experiences through education, goal discovery, and strategy implementation.
Drive positive change by addressing financial literacy challenges.
Bring backgrounds in customer service, management, or leadership to the table (a plus but not a must).
Possess entrepreneurial drive, self-motivation, and an ability to connect with people effortlessly.
Meet basic requirements such as being over 18, a U.S. Citizen, owning a computer with a webcam, and having reliable internet.
Pass a comprehensive background check.
Demonstrate consistency, communication and coachability.