Client Account Specialist

Role Overview

• Initiate conversations with potential clients and respond to inbound inquiries.
• Understand each client’s unique goals, challenges, and decision-making process.
• Recommend tailored financial solutions based on client input and available data.
• Guide clients through onboarding, product selection, and service implementation.
• Maintain regular contact with clients to support retention and satisfaction.
• Communicate insights and client feedback to internal teams to help improve offerings.

Requirements

• High school diploma or college degree preferred.
• Excellent communication and interpersonal skills.
• Strong organizational and time management abilities in a remote environment.
• Proactive, self-motivated, and comfortable working independently.
• Experience in client service, account management, or sales is a plus but not required.

Benefits

• Competitive base salary plus performance-based bonuses and incentives.
• Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
• A remote role with flexible scheduling.
• Supportive team environment with ongoing training and mentorship.
• Clear pathways for advancement within the company.