Client Service Associate

This position is great for anyone who has had demonstrated strong interest in personal finance or economics and who has had, and currently wants, a fully remote job in service of clients online.

This job requires you to learn extensively about how to handle disability insurance and money management for families in the USA. You must have a passion for this to thrive in this role. This knowledge will allow you to support 100 to 250 families with their finances. This includes email correspondence with them in a friendly professional tone in English.

The client service associate is the main contact with clients and our advisors, as well as the manager for everything the client wants to get done.

Your job is to support our advisors with various tasks which include preparing for meetings, transcribing meeting notes, preparing email follow-ups, putting files where they go, putting data into the CRM where it goes and finding new ways to help. This work will require lear...