6h ago
Client Services Representative
Provo, UT
โจ $35k-$45k / yearest.
full-time Remotefinance
๐ผ About This Role
You'll join a team dedicated to protecting families through financial services, working remotely to provide peace of mind and security. You'll help families secure their financial futures while growing with a company that values integrity and compassion. This role offers the opportunity to work from home and make a positive impact on the lives of others.
๐ฏ What You'll Do
- Assist families in securing their financial futures
- Communicate with clients via phone and video
- Maintain high standards of integrity in client interactions
- Work independently and as part of a remote team
๐ Requirements
- Desire to help others
- Communication skills
- Integrity in professional dealings
โจ Nice to Have
- Previous sales or customer service experience
- Experience in financial services
๐ Benefits & Perks
- ๐ Work from home
- ๐ Opportunities for advancement
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Online Applicationยท 15 min
- 2Phone Screenยท 20 min
- 3Zoom Interviewยท 30 min
๐ฉ Heads Up
- Vague job description with no concrete daily tasks
- No specific experience or education requirements listed
- Third-party recruiter with unclear client relationship
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