Remote Client Services Specialist - Financial Guidance
ao garcia agencyFort Wayne, IN
Remote Client Services Specialist - Financial Guidance
ao garcia agencyFort Wayne, IN
today
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial Specialists, All OtherIndustries
Other Management Consulting ServicesAdministrative Management and General Management Consulting ServicesOther Individual and Family ServicesAbout the role
AO Garcia Agency in the United States is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and help enroll and support clients who asked for guidance. This position emphasizes clear, human communication, disciplined self-management, and openness to a proven process. You will participate in benefits conversations and build lasting client relationships while working from home with a flexible
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JOB OVERVIEW
Experience level
Mid
Location
Fort Wayne, IN
Occupation
Personal Financial Advisors
Industry
Other Management Consulting Services
Posted
today
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