The Client Support Analyst role focuses on gathering client needs providing detailed explanations of available solutions and ensuring each client receives clear accurate guidance. You will manage inbound interest schedule virtual consultations and educate clients on benefits and long-term value. Youll maintain a structured workflow complete timely follow-ups track conversations and ensure clients feel supported throughout every step. This role blends consultative discussions with high attention to detail and organization.
Requirements
U.S. citizen
Excellent attention to detail
Strong communication patience and empathy
Ability to operate remotely without supervision
Prior customer-facing experience is a plus
Benefits
Fully remote role
Supportive mentorship and training
Uncapped earnings
Pathways for advancement into senior advisory roles
Required Skills:
Requirements: Must be a U.S. citizen. Strong communication and people skills. Self-motivated disciplined and coachable. Ability to work independently and manage time effectively. Previous sales or customer service experience is a plus but not required (training is provided).
The Client Support Analyst role focuses on gathering client needs providing detailed explanations of available solutions and ensuring each client receives clear accurate guidance. You will manage inbound interest schedule virtual consultations and educate clients on benefits and long-term value. You...
The Client Support Analyst role focuses on gathering client needs providing detailed explanations of available solutions and ensuring each client receives clear accurate guidance. You will manage inbound interest schedule virtual consultations and educate clients on benefits and long-term value. Youll maintain a structured workflow complete timely follow-ups track conversations and ensure clients feel supported throughout every step. This role blends consultative discussions with high attention to detail and organization.
Requirements
U.S. citizen
Excellent attention to detail
Strong communication patience and empathy
Ability to operate remotely without supervision
Prior customer-facing experience is a plus
Benefits
Fully remote role
Supportive mentorship and training
Uncapped earnings
Pathways for advancement into senior advisory roles
Required Skills:
Requirements: Must be a U.S. citizen. Strong communication and people skills. Self-motivated disciplined and coachable. Ability to work independently and manage time effectively. Previous sales or customer service experience is a plus but not required (training is provided).
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