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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.

• Support operations, project coordination, order processing, and customer communications.
• Respond to LinkedIn campaign inquiries and update CRM.
• Process customer and partner orders, track shipments, and schedule projects.

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets.

• Support the Client Success Manager with day-to-day tasks such as email correspondence and meeting notes.
• Manage the client-facing inbox, responding to inquiries and escalating issues as needed.
• Analyze client data and metrics to generate insights for internal decision-making and client initiatives.

Cohere Health’s clinical intelligence platform delivers AI-powered solutions that streamline access to quality care by improving payer-provider collaboration.

Prepare and send client agreements via DocuSign; maintain a log of sent, signed, and pending contracts. Create and send invoices in QuickBooks Online; track payments, send reminders, maintain records; provide weekly invoice and payment reports. Enter client and project information into PipeDrive or similar CRM; keep CRM updated with contract, payment, and follow-up statuses.

Act as customer service liaison for the Occupational Medicine Team, managing all contacts through multiple channels. Resolve customer problems by clarifying their complaint, determining the cause of the problem, and providing appropriate solutions. Provide daily support to the sales team by assisting employer accounts’ requests.

CityMD is a physician-led, patient-centric network committed to simplifying health care and bringing a more connected kind of care.

• Source promotional items and create client-ready presentations
• Coordinate all order shipping and logistics to customers
• Communicate with clients regarding schedules, updates, and change orders

DCX is an industry-leading, offshore BPO company that supports growth-minded small and medium-sized businesses in the United States. They equip ambitious US businesses with highly trained global talent, designed to help them overcome hiring challenges and add that much-needed layer of support for their team.

Configure Omada systems and monitor internal readiness for customer onboarding/offboarding. Manage the lifecycle of reporting requests, providing updates to CSMs and customers. Investigate, triage, and resolve cases from external customers and internal stakeholders.

Omada Health is on a mission to inspire and enable people everywhere to live free of chronic disease.

• 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.

• 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.

Handle client onboarding and manage follow-ups for document collection. Answer tax-related questions with mid-level expertise. Manage inbound calls, redirect inquiries, and schedule meetings using Go High Level.

The company specializes in tax preparation, client onboarding, and financial services.

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.

The Associate Customer Success Manager builds strong relationships with customers and delivers solutions in a one-to-many model. They identify customer needs and coordinate internally to ensure timely solutions are delivered. In this role, you will assist new OSV customers through the readiness process for Workday services.

OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services.

• Manage daily communications and scheduling efficiently.
• Handle contracts and permits with precision and care.
• Support project planning by accurately interpreting site plans.

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets.

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.

• Manage service tasks, process renewals, and respond to policy-related inquiries.
• Maintain client satisfaction and ensure timely and accurate handling of insurance documents and communications.
• Assist clients in filing and updating insurance claims.

Leavitt Group is one of the largest privately-held insurance brokerages in the nation, with over 275 locations across 27 states.

• Handle inbound and outbound calls, conduct surveys, and gather feedback.
• Ensure customer satisfaction and help clients improve their business strategies.
• Collect and record accurate data from each call to provide detailed reports.

Kestell Company REALTORS is seeking a highly motivated and customer-centric individual to join their growing team as a Remote Call Center Agent.

In the Client Success Agent role, you will empower clients to take control of their financial future. Provide exceptional voice support in an unscripted environment for clients enrolled in the debt settlement program. Build positive rapport with the client base by discussing complex financial situations and maintaining accurate account documentation.

National Debt Relief was founded in 2009 with the goal of helping an expanding number of consumers deal with overwhelming debt.

• 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.

• Provide customer service and interpersonal communication skills to support the ICE law enforcement mission.
• Maintain public and community relations by answering incoming calls and processing web tips.
• Review, analyze, and process tips for further action.

SteerBridge Strategies is a CVE-Verified Service-Disabled, Veteran-Owned Small Business delivering professional services to the U.S. Government and private sector.

• 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.