Work From Home - Client Services Coordinator
- Salary not listed
- Posted today
Hiring in some regions only
Enroll and support clients seeking financial guidance through web presentations
You will enroll and support clients who asked for guidance, working fully remote with a growing team in financial services. The role involves home office work, web presentations, and building a portfolio of ongoing client relationships rather than one-off calls. You’ll receive training and mentorship from involved leaders while maintaining a schedule built around real life.
Why This Role?
Training and leaders who stay involved
Key Responsibilities
- Enroll clients seeking financial guidance
- Support clients through web presentations
- Build and maintain a portfolio of ongoing client relationships
- Participate in training and mentorship sessions
- Maintain clear and human communication with clients
Requirements
- Clear and human communication
- Discipline without direct supervision
- Openness to a proven process
- Interest in benefits conversations
Required Skills
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Original description from the original listing
New York City, New York (United States) Client-facing, Fully Remote, Financial Services You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance. The deal 1. Home office. Web presentations. 2. Work that matters to families. 3. Training and leaders who stay involved. 4. A schedule you can build around real life. 5. A portfolio you keep serving not a stack of one-off calls. Requirements Communication that is clear and human Discipline without a supervisor in the hallway Openness to a proven process Interest in benefits conversations, not just "sales energy" Apply today. We outline the role on Zoom so you can decide if it is actually a fit.
Salary Context
Similar Operations roles on LokerDollar pay around $110k/yr (range $2.2k–1040k/yr, n=334 active listings).
Market context
- UNKNOWNThis listing states no pay. Role median is $110,000/year (n=334 pay-disclosing listings).
- VERIFIEDAOGarcia: 6 postings in the last 3 months, 6 all-time on LokerDollar.
- VERIFIEDCompany first seen Oct 2, 2026.
- VERIFIEDThis listing first seen Oct 18, 2026.
- VERIFIEDLast verified live Oct 18, 2026.
Employer hires only in specific regions — check eligibility first
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Frequently asked questions
- Is Work From Home - Client Services Coordinator at AOGarcia a remote job?
- Yes, Work From Home - Client Services Coordinator at AOGarcia is remote, but limited to candidates in United States. Check the listing for location requirements.
- What type of employment is Work From Home - Client Services Coordinator at AOGarcia?
- This is a full time position.
- How do I apply?
- Click the "Apply" button on this page to go to the official application at AOGarcia.
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This employer appears to hire only in certain regions.