We are currently seeking a motivated and dependable Customer Care Representative to support our growing financial services team. This role focuses on assisting clients, coordinating appointments, and ensuring a smooth and positive experience throughout the process. This is a flexible, remote opportunity ideal for individuals who enjoy working with people, are detail-oriented, and are looking to build additional income while developing valuable professional skills. No prior experience is required. We provide structured training, mentorship, and ongoing support. You must live in the United States to join our team. Responsibilities: • Communicate with clients to provide support and assistance • Schedule and confirm appointments with clients and team members • Follow up with clients to ensure a smooth experience • Maintain and update basic client information • Assist in coordinating virtual meetings via Zoom • Attend team trainings and development sessions • Provide a high level of professionalism and customer care • Learn and apply foundational financial concepts through training Qualifications: • Strong communication and people skills • Customer service mindset (friendly, helpful, responsive) • Organized and detail-oriented • Self-motivated and dependable • Coachable and open to learning • Comfortable using Zoom and basic technology • Must have access to a laptop/desktop and reliable internet • Prior customer service experience is a plus, but not required Compensation: $55,000 - $80,000

• Communicate with clients to provide support and assistance • Schedule and confirm appointments with clients and team members • Follow up with clients to ensure a smooth experience • Maintain and update basic client information • Assist in coordinating virtual meetings via Zoom • Attend team trainings and development sessions • Provide a high level of professionalism and customer care • Learn and apply foundational financial concepts through training