Client Service Representative

Client Services Associate

Houston, TX | Hybrid
Part-Time

We are looking for friendly and motivated people to join our team as Client Services Associates. This is an ideal position for someone who enjoys helping people and wants to learn about the financial services industry.

What You’ll Do

• Talk with clients by phone, online, and in person
• Learn about financial services and explain options to clients
• Talk with clients about their financial goals
• Build good relationships with clients
• Answer questions and provide customer service
• Follow up with clients when needed
• Work with our team
• Attend training and learning sessions

What We’re Looking For

• Friendly and professional
• Good communication skills
• Reliable and dependable
• Willing to learn
• Positive attitude
• People looking for part-time opportunity
• Motivated and hardworking

Customer service, sales, or business experience is a plus, but not required.

What We Offer

• Paid training
• Flexible schedule
• Part-time
• Hybrid work
• Mentorship and support
• Career growth opportunities
• Professional development

Benefits:

• Flexible schedule
• Paid training
• Work-from-home flexibility
• Retirement plan
• Life insurance

Work Location: Hybrid – Houston, TX

Pay: $3,000.00 - $5,000.00 per month

Benefits:

• Flexible schedule

Work Location: Hybrid remote in Houston, TX 77082