Customer Service Manager
The Fortitude Team-Orange County
The Fortitude Team is seeking a personable, relationship-driven Customer Service Manager to work with individuals and families as they pursue their financial goals.
This role is ideal for someone who enjoys helping people, building relationships, providing excellent service, and communicating with clients. You’ll receive training and mentorship while learning how to identify client needs, provide financial education, and help clients evaluate financial strategies based on their goals.
Previous financial services experience is not required. Experience working with people is what matters most.
This is a remote opportunity with flexible part-time and full-time pathways. Applicable professional licensing is required.
#J-18808-LjbffrVacancy posted 10 hours ago
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