RRemoteville
GFI Team Ikigai logoGFI Team Ikigai

Client Success Specialist

Skills
Building TrustCustomer Relationship ManagementCustomer SuccessDebt ManagementInterest RatesLeadershipRetirement Planning
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • U.S. citizen
  • 18 years or older
  • Able to successfully pass a background check
  • Exceptional verbal and written communication skills
  • Comfort with CRM systems such as Salesforce
  • Ability to track interactions and produce accurate reports
  • Motivated entrepreneurial mindset
  • Passion for helping others
  • Ability to identify growth opportunities within client accounts

Nice to have

  • People-focused
  • Relationship-driven
  • Entrepreneurial
  • Client-oriented
  • Growth-minded

Day to day

  • Serve as the primary contact for a portfolio of clients and build strong trusted relationships
  • Conduct engaging calls and virtual meetings while communicating with professionalism and warmth
  • Guide clients through core financial concepts and create personalized plans that support their goals

Hiring process

  • Apply with your resume
  • Complete the brief assessment