Work from Home Customer Service Representative

About the position

We are seeking a service-driven Customer Service Representative to provide structured support within an advisor-supported client model. In this fully remote position, you will play a key role in ensuring clients receive clear communication, organized coordination, and a seamless experience from initial inquiry through completion. This role is ideal for someone who enjoys helping people, managing details behind the scenes, and contributing to a professional, team-oriented environment. What Youll Do: Serve as a primary point of support alongside assigned advisors Respond promptly to client questions with accurate, helpful information Coordinate scheduling, confirmations, and follow-up communication Track client interactions and maintain organized digital records Ensure timelines and service standards are consistently met What Were Looking For: Strong written and verbal communication skills Customer service or client support experience (preferred, not required) Detail-oriented with strong organizational habits Comfortable working independently in a remote environment Professional, dependable, and confident using online systems and tools Must be a citizen of the US, UK, Australia, Spain and LATAM Why This Role Stands Out: 100% remote flexibility Structured training and ongoing support Clear growth path within a collaborative team Stable systems and processes designed for success