Junior Client Service Associate - Argentina and Colombia ONLY - Remote

This is an entry level position for candidates living in Argentina or Colombia with excellent written English who want to work remotely for a small American company with a healthy work culture.

The company provides financial services such as financial advising, insurance, legal and tax services. We focus on serving doctors in the USA. We have been around for 12 years. Our #1 value is to do well by doing good.

In this role you will become the main contact for dozens of doctors as they interact with the company. You interact mostly over email. You get to know your clients and help the company advisors, lawyers and planners to be prepared when they meet with your clients. The role assumes a lot of responsibility.

Other responsibilities may include scheduling clients over email, phone or text message and updating client information. 

During your orientation and over time you can learn about all the company services.

This position is great for anyone who likes communicating clearly over email, coordinating among several parties, and is eager to learn more about managing money.

Related roles are customer support representative, call center representative, customer care representative, support specialist, customer service associate, account manager, customer experience manager, member services representative.