The representative will partner with clients via inbound phone calls to assist with a wide range of financial inquiries, including account maintenance and issue resolution. This involves leading with empathy to solve problems, uncovering client needs, and providing timely, accurate solutions.
Remote Client Relationship Jobs (373)
Tags = client-relationship
The representative will partner with clients via inbound phone calls to assist with a wide range of financial inquiries, including account maintenance and issue resolution. They must lead with empathy and an owner's mindset to solve problems, uncover client needs, and provide timely, accurate solutions.
Client Service Excellence Representative (FINRA Licensed)
Vanguard
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Full Time
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21 Weeks Ago
Vanguard
The associate will partner with clients via inbound phone calls to assist with a wide range of financial inquiries, from account maintenance to identifying and resolving issues. They must lead with empathy and an owner's mindset to solve problems, uncover client needs, and provide timely, accurate solutions while collaborating internally for continuous improvement.
Client Service Excellence Representative (FINRA Licensed)
Vanguard
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Full Time
·
21 Weeks Ago
Vanguard
Associates partner with clients via inbound phone calls to assist with a wide range of financial inquiries, including account maintenance and resolving issues. They must lead with empathy and an owner's mindset to solve problems, uncover client needs, and provide timely, accurate solutions.
Client Service Excellence Representative (FINRA Licensed)
Vanguard
·
Full Time
·
21 Weeks Ago
Vanguard
Associates will partner with clients via inbound phone calls to assist with a wide range of financial inquiries, including account maintenance and resolving issues. They must lead with empathy and an owner's mindset to solve problems, uncover client needs, and provide timely, accurate solutions.
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The representative will partner with clients via inbound phone calls to assist with a wide range of financial inquiries, including account maintenance and issue resolution. They must lead with empathy and an owner's mindset to solve problems, uncover client needs, and provide timely, accurate solutions.
The representative will partner with clients via inbound phone calls to assist with a wide range of financial inquiries, including account maintenance and issue resolution. They must lead with empathy and an owner's mindset to solve problems, uncover client needs, and provide timely, accurate solutions.
The representative will partner with clients via inbound phone calls to assist with a wide range of financial inquiries, including account maintenance and issue resolution. They must lead with empathy and an owner's mindset to solve problems, uncover client needs, and provide timely, accurate solutions.
The representative will partner with clients via inbound phone calls to assist with a wide range of financial inquiries, including account maintenance and issue resolution. They must lead with empathy and an owner's mindset to solve problems, uncover client needs, and provide timely, accurate solutions.
The representative will partner with clients via inbound phone calls to assist with a wide range of financial inquiries, including account maintenance and issue resolution. They must lead with empathy and an owner's mindset to solve problems, uncover client needs, and provide timely, accurate solutions.
The Customer Success Coordinator acts as the primary support contact for clients, ensuring a positive service experience. Responsibilities include coordinating service details, managing client communications, and collaborating with internal teams.
You will work directly with a leading loan officer team, gaining hands-on experience and access to real mortgage leads. The role involves creating professional relationships with referral sources and addressing marketplace problems with custom solutions.
The Crew Accommodations Agent is responsible for managing hotel and ground transportation bookings for airline crew members, coordinating with vendors to resolve issues. They must handle last-minute challenges and ensure timely accommodations during irregular operations.
The Transition Manager will be responsible for planning, executing, and overseeing the seamless transition of services and processes from client environments to the organization. This includes developing transition strategies, coordinating teams, and ensuring knowledge transfer and operational handover.
The Senior Growth Marketing Strategist leads full-funnel growth strategies and oversees day-to-day execution of growth initiatives. They serve as the primary point of contact for clients and ensure alignment across various marketing channels.
The Senior Wealth Advisor will serve as the primary advisor for a personal book of clients, delivering comprehensive wealth management services. They will manage and grow client relationships while customizing portfolios and collaborating with internal teams for a seamless client experience.
Outbound Investment Advisor
Edelman Financial Engines
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Full Time
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22 Weeks Ago
Edelman Financial Engines
The Investment Advisor will engage clients through marketing campaigns, providing financial planning advice and building solutions to meet client needs. The role focuses on increasing client happiness, referrals, and asset retention through effective communication and relationship building.
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Financial Consultant - Client Growth & Retention
Edelman Financial Engines
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Full Time
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22 Weeks Ago
Edelman Financial Engines
The Financial Consultant will engage clients through marketing campaigns and outreach programs, providing financial planning advice and solutions tailored to client needs. They will build relationships with clients, educate them on financial strategies, and work to increase client retention and asset growth.
Legal Intake Specialist - Lemon Law (LATAM) 11 APPLICANTS
Ovation Law Firm
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Full Time
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23 Weeks Ago
Ovation Law Firm
The Legal Intake Specialist will respond to inquiries from consumers seeking legal assistance for defective vehicle claims and conduct discovery calls to assess case details. They will guide qualified consumers through the intake process and document all relevant information accurately.
The Tactical Communication Manager acts as the primary operational contact for urgent cyber incidents, managing rapid intake and client-facing coordination during high-pressure events. Key duties include facilitating scoping calls, leading early-stage client communications, creating secure internal channels, and meticulously tracking incident status and documentation.
The Threat Intelligence and Detection Engineer will provide expert consultancy services to clients, focusing on threat hunting, incident response, and digital forensics. They will also collaborate with various teams to develop and deliver capabilities while improving security monitoring solutions.
The Senior Manager, Tax Technology leads ERP tax design and implementation, advising clients on digital tax transformation. They integrate tax processes into global compliance models and support technology-enabled transfer pricing solutions.
Virtual Assistant/Contracts Administrator (German-speaking) 17 APPLICANTS
The Global Talent Co.
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Full Time
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23 Weeks Ago
The Global Talent Co.
The role involves providing administrative support for contract negotiations and renewals, including managing emails, scheduling appointments, and maintaining accurate records. Additionally, the assistant will coordinate travel logistics and manage client relationships.
Remote Insurance & Benefits Sales Associate (Part-Time / Full-Time).
Globe Life AO
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Full Time
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24 Weeks Ago
Globe Life AO
As an Insurance & Benefits Sales Associate, you will meet with clients via Zoom, phone, and email to explain insurance and benefit options. You will assist clients with enrollments, updates, and benefit questions while maintaining accurate client records.
Lead full-cycle searches for senior technical roles while building and maintaining client relationships. Test and provide feedback on the Moon Engine platform, integrating AI into recruiting workflows.
The Financial Planner will develop comprehensive financial plans for high-net-worth families and coordinate with tax advisors and estate planning attorneys. They will also implement tax-efficient wealth transfer strategies and present complex financial strategies to clients.
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Sales Director - Life & Annuity Insurance, Canada
DXC Technology
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Full Time
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24 Weeks Ago
DXC Technology
The Sales Director will lead sales efforts across the Life & Annuity insurance industry in Canada, focusing on securing new accounts and driving growth. They will manage the sales cycle from start to finish, ensuring the delivery of customized solutions to large clients.
The Director of Artificial Intelligence will define, lead, and implement innovative AI strategies across all business functions, focusing on driving transformative outcomes and measurable results. This includes managing AI research and development, building AI teams, and ensuring ethical AI use within the organization.
The Client Director is responsible for driving strategic growth and client engagement across a major retail client account. This includes managing client relationships, leading contract negotiations, and ensuring operational excellence.
Client Relationship Manager
Nova 401(k) Associates
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Full Time
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24 Weeks Ago
Nova 401(k) Associates
The Client Relationship Manager will maintain client and advisor relationships, ensuring a high client retention rate while managing a caseload of 90-110 clients. They will also consult with clients regarding plan operations and assist in resolving issues related to plan administration.
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