CPT-11613 Credit Consultation & Client Engagement Virtual Assistant (Fully Remote)
20four7va
New York, NY
- Remote job
Support a Maryland-based financial-wellness company as a remote client-facing VA. Focus on credit consultations, client education, and follow-ups. Schedule: 40 hours/week, Mon–Fri, 9 AM–5 PM EST. Responsibilities: Conduct intake calls and review credit reports with clients. Lead Zoom consultations and explain credit concepts. Manage follow-ups, scheduling, and client documentation. Requirements: Excellent English and strong client communication skills. Credit report or financial services experience preferred. Familiarity with CRM, Zoom, and Google Workspace preferred. 20four7VA 20four7VA is a virtual assistant agency connecting offshore independent contractors with clients worldwide, primarily in developed markets. It provides contractors with free training, constant support, and a vibrant community. #J-18808-Ljbffr 20four7va
Vacancy posted 2 days ago
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