We are seeking a customer-focused Customer Service Representative to support clients through a dedicated advisor-led service model. In this role, you will assist customers by providing guidance, coordinating details, and ensuring a smooth, organized experience from start to finish.

You will work closely with assigned advisors to help manage client requests, answer questions, and provide timely updates related to planning, scheduling, and confirmations. This position is fully remote and well suited for someone who enjoys helping others, staying organized, and delivering high-quality customer service in a structured environment.

What Youll Do:

• Support customers through their assigned advisor
• Respond to inquiries and provide accurate information
• Assist with scheduling, confirmations, and follow-ups
• Maintain clear communication and accurate client records

What Were Looking For: