Client Relationship Associate
- Role
- Sales
- Employment
- Full-time
Open to US only. Set where you work from to check your eligibility.
No BS summary
Client-facing associate for remote financial education and relationship management. Needs strong communication, organization, background check, and willingness to obtain required state licensing.
About the Role
Are you passionate about helping people, building meaningful relationships, and growing your career in a professional environment? We are looking for a Client Relationship Associate to join our expanding team and help individuals and families better understand their financial options through education and personalized guidance.
This position combines client communication, relationship management, and financial education in a collaborative, remote setting. You'll receive structured onboarding, ongoing mentorship, and access to professional development resources designed to help you build a successful long-term career.
Whether you're transitioning from another industry or looking for your next professional opportunity, we provide the training and support needed to help you succeed.
What You'll Do
- Build strong relationships with new and existing clients through scheduled virtual appointments.
- Learn each client's financial goals and provide educational guidance tailored to their needs.
- Help clients understand strategies related to retirement planning, financial protection, wealth accumulation, and legacy planning.
- Coordinate follow-up appointments and maintain ongoing communication throughout the client experience.
- Maintain accurate client records while following company procedures and applicable compliance requirements.
- Participate in team meetings, training sessions, and continuing professional development.
- Collaborate with experienced professionals to continuously improve client service and communication skills.
Who We're Looking For
We're looking for professionals who enjoy working with people and are motivated by personal growth.
The ideal candidate is:
- An effective communicator with strong interpersonal skills.
- Organized and capable of managing multiple priorities.
- Comfortable learning new concepts and technology.
- Self-motivated and dependable while working remotely.
- Committed to delivering an exceptional client experience.
- Willing to obtain any required state licensing with company-provided guidance.
Qualifications
- Bachelor's degree preferred, or equivalent professional experience.
- Previous experience in customer service, client relations, sales, healthcare, education, banking, hospitality, or other client-facing roles is a plus.
- Strong problem-solving and organizational skills.
- Professional written and verbal communication.
- Ability to pass a background check.
What We Offer
- Remote work environment
- Flexible scheduling
- Comprehensive onboarding and training
- Licensing support for qualified candidates
- Ongoing coaching and mentorship
- Professional development opportunities
- Advancement based on performance, leadership, and business needs
Why Join Our Team?
We believe exceptional client experiences begin with exceptional people. Our culture emphasizes collaboration, continuous learning, professionalism, and personal growth. You'll be surrounded by a supportive team that is committed to helping you develop new skills while making a positive impact on the clients you serve.
If you're looking for a career where relationship-building, education, and professional development come together, we'd love to hear from you.
What you'll do
- Build strong relationships with new and existing clients through scheduled virtual appointments.
- Learn each client's financial goals and provide educational guidance tailored to their needs.
- Help clients understand strategies related to retirement planning, financial protection, wealth accumulation, and legacy planning.
- Coordinate follow-up appointments and maintain ongoing communication throughout the client experience.
- Maintain accurate client records while following company procedures and applicable compliance requirements.
- Participate in team meetings, training sessions, and continuing professional development.
- Collaborate with experienced professionals to continuously improve client service and communication skills.
What they require
- An effective communicator with strong interpersonal skills.
- Organized and capable of managing multiple priorities.
- Comfortable learning new concepts and technology.
- Self-motivated and dependable while working remotely.
- Committed to delivering an exceptional client experience.
- Willing to obtain any required state licensing with company-provided guidance.
- Bachelor's degree preferred, or equivalent professional experience.
- Previous experience in customer service, client relations, sales, healthcare, education, banking, hospitality, or other client-facing roles is a plus.
- Strong problem-solving and organizational skills.
- Professional written and verbal communication.
- Ability to pass a background check.
Benefits
- Remote work environment
- Flexible scheduling
- Comprehensive onboarding and training
- Licensing support for qualified candidates
- Ongoing coaching and mentorship
- Professional development opportunities
- Advancement based on performance, leadership, and business needs
Our mission is to help individuals and families gain greater confidence in their financial future through education, personalized guidance, and long-term support.