Business Support Manager

About the Role

We're looking for a detail-oriented and client-focused Business Support Manager (BSM) to support our financial consultants in managing a clientele base of 80–120 clients. In this role, you'll be the primary point of contact for client relationships, handling inquiries, policy reminders, appointment coordination, and engagement initiatives. This position plays a key part in ensuring each client feels valued and supported.

Students are welcome to apply — this is a great opportunity for students seeking practical experience in client relationship management and financial services, with scheduling that can accommodate academic commitments.

Key Responsibilities

Client Relationship Management

• Manage client relationships and ensure a high standard of client satisfaction across your assigned financial consultant's 80–120 clients
• Respond to client inquiries and resolve issues within a 12-hour turnaround time
• Provide timely updates on client claims approvals through direct messaging and screenshots
• Maintain accurate client records, tierings, and database updates on a monthly basis

Policy & Premium Support

• Send direct message reminders to clients with overdue premiums exceeding 30 days
• Make phone call reminders to clients with overdue premiums, notifying them 2 weeks prior to policy lapse
• Keep clients informed of important policy milestones and deadlines

Scheduling & Coordination

• Coordinate and schedule doctor appointments between clients and clinics

Engagement & Communication

• Assist in developing and implementing special occasion giftings and client appreciation events
• Provide quarterly investment updates to relevant clients
• Set up daily reminders for client birthdays

Additional Duties

• Manage assigned BSM corporate line
• Perform any other duties as assigned

Requirements

• Excellent written and verbal communication skills
• Strong organizational skills and ability to manage multiple clients and deadlines simultaneously
• Proficiency with Canva and Excel
• Ability to work independently and maintain confidentiality with client information
• High attention to detail and commitment to follow-through

What We Offer

• $300 - $400 per month
• Fully Remote Role
• Supportive environment with on-the-job training, ideal for students or those looking for a side hustle

Pay: From $300.00 per month

Benefits:

• Flexible schedule
• Work from home

Work Location: Remote