Source Job

• Reach out to customers to provide information or sell offerings.
• Qualify leads over the phone and insert information into a CRM system.
• Address support tickets, troubleshoot issues, and resolve customer concerns.

Wing is redefining the future of work for companies worldwide and aims to be a one-stop shop for building world-class teams and automating operations.

• Own and optimize the entire GoHighLevel setup, build and maintain automations, pipelines, forms, and workflows.
• Respond to incoming emails, DMs, and inquiries in real time, sort and prioritize leads, and update CRM with every interaction.
• Provide calm, professional support to clients, help improve overall response speed, and maintain a high-quality client experience.

Wing is on a mission of redefining the future of work for companies worldwide. They aim to be the one-stop shop for companies looking to build world-class teams & place their operations on autopilot.

• Ensure seamless onboarding, transition, and conversion experience for financial services clients.
• Manage data migration, system setup, and documentation.
• Provide insights to improve processes and enhance client experience.

This position is posted by Jobgether on behalf of a partner company, using an AI-powered matching process.

Provides high quality administrative support to Financial Advisors. Services a high volume of daily interactions with clients. Processes client financial transactions and expenses.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services.

• Provide administrative support across client-facing operations.
• Manage inbound and outbound communications and update CRM systems.
• Maintain regulatory compliance and support cross-department efforts.

Sentry Credit is a company specializing in collections operations.

• Prepare federal and state individual 1040 tax returns using commercial tax preparation software.
• Help clients navigate the complexities of taxation.
• Interact with customers through video and audio tools in a professional, friendly, and confident manner.

Vaco, LLC respects your privacy and is committed to providing a transparent notice of our Notice at Collection and Privacy Policy for California Residents.

• Provide 1:1 virtual follow-ups with customers as they learn to use purchased products.
• Manage multiple projects and ensure on-time deliverables.
• Maintain strong communication skills and comfort in a customer-facing environment.

Bloomerang's powerful giving platform and stellar support enable tens of thousands of nonprofits to raise more, recruit more, and retain more.

• Act as the first point of contact for inbound mortgage leads, answering initial questions and making clients feel supported.
• Work with a high volume of inbound applications to determine timeline and needs, supporting brokers to manage their time.
• Review applications for missing details, gathering necessary information and ensuring the file is "broker-ready" before handoff.

Wealthsimple is a financial company that aims to make financial freedom accessible to everyone regardless of age or net worth. They offer simple, smart investing, commission-free stock trading, and high-interest savings accounts.

• Manage Support requests through email, phone, and chat channels
• Conduct troubleshooting calls, chats, and emails
• Interface with Product/Engineering to meet user needs

FiscalNote (NYSE: NOTE) is a leader in policy and global intelligence. By uniquely combining data, technology, and insights, FiscalNote empowers customers with critical insights and the tools to turn them into action. They value diversity and are committed to creating an inclusive environment for all their employees.

• Manage the Head of Risk’s email inbox, ensuring critical items are addressed.
• Assist with scheduling meetings and coordinating calls to support the risk team.
• Help triage SLA breaches and communicate with other Risk team members.

Frontier is a subsidiary of Fresh Prints that helps companies grow full-time, cross-functional teams abroad by hiring the smartest people and placing them into the best companies.

• Responding to client support issues via phone, email, and live chat.
• Diagnosing, resolving, and escalating client support tickets when necessary.
• Assisting in creating and maintaining Knowledge Base / FAQ documentation.

Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients.

• Manage day-to-day accounting and lead month-end close.
• Support financial planning and analysis to drive better business decisions.
• Refine systems and reporting, and implement smarter ways to manage cash flow, margins, and performance.

At Martell Media, they are on a mission to inspire people to become the best versions of themselves and share their transformations with the world.

Handle inbound queries from potential customers via phone, email, and/or chat. Reach out to customers who have initiated an application, guiding them through the process and addressing their questions. Deliver a world-class customer experience.

Splash Financial is focused on building financial technologies that fundamentally transform how the industry lends since 2013.

Own the day-to-day operations behind the coaching app. Help organize clients’ life and work, managing tasks and scheduling. Act as a warm and empathetic communicator with clients via in-app messaging and email.

Assist World offers 100% remote work opportunities and values its employees with bonuses and raffles.

• Execute end-to-end onboarding for new clients and properties.
• Perform detailed, manual implementation work, including data setup.
• Work within Asana to manage tasks, workflows, and deadlines.

OurAssistants connects property management and service-based businesses with highly skilled virtual professionals. They specialize in supporting accounting, operations, and back-office roles for U.S.-based clients while fostering a collaborative and growth-driven remote environment.

Train client users on finance features and functionalities within traffic systems. Resolve finance-related support cases by educating clients and gathering information. Execute implementation plans for clients’ finance teams/departments including training.

WideOrbit helps media companies do more business by making it easier to complete more sales.

• Provide assistance across phone, email, and chat channels.
• Guide users through account needs and resolve issues efficiently.
• Collaborate with internal teams to ensure seamless support.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

• Establishing effective communication with clients
• Helping clients understand the platform and supporting them throughout the process of making a deposit
• Assisting clients via various communication channels (phone, WhatsApp, platform chat, email, push notifications)

PrimeXBT is a Top10 financial services provider offering a wide range of multi-asset trading products, including cryptocurrencies and CFDs. They offer a proprietary trading platform and integration with MetaTrader 5 (MT5) to provide its clients with a robust and versatile trading experience.

• Handle inbound participant and TPA calls, emails, and voicemails.
• Resolve client issues, concerns, and inquiries regarding benefit programs.
• Support the outside sales team by researching and assisting with operational questions.

Five Star Call Centers provides customer service solutions. They focus on delivering exceptional customer experiences in a fast-paced environment.

Contact warm leads and re-engage prospects. Set qualified appointments for licensed loan officers. Update and maintain detailed notes within LOAI CRM.

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide.