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 com...