Virtual - Client Portfolio Specialist
AOGarcia
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.
AOGarciaVacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Virtual - Client Portfolio Specialist in Overland Park, KS vacancy
- ...previous projects. As an Independent Contractor with ACD Direct, you will be providing your skills, expertise and services to the clients we represent. We are looking for those who consider themselves among the best of the best in the customer service industry to help...VirtualFor contractorsWork from home
- ...encouraging and cooperative team environment. Client Needs Assessment: Connecting with pre-... ...goals and coverage requirements. Virtual Consultations: Conducting professional online... ...to individual client objectives. Portfolio Presentation: Delivering clear, confident...VirtualRemote work
Stratford Davis LLC
Kansas City, MO2 days ago - As an Oncology Account Specialist (OAS) in Territory for the Tumor team you’ll play a pivotal... ...through a variety of mediums (in-person/virtual) Leading interactions with appropriate... ...successful launches and balancing a complex portfolio Track record of building customer...VirtualFull timeLocal area
AstraZeneca
Kansas City, KS2 days ago $15 per hour
...job Benefits & Perks available for hourly Crew: Weekly Pay Closed on Major Holidays Flexible Scheduling No-Cost Therapy (In-person, Virtual, or Text Therapy) Discounts on Entertainment and Lifestyle Purchases No-Cost High School Diplomas Paid Time Off (eligibility...VirtualBi-weekly payHourly payWeekly payImmediate startAll shiftsFlexible hoursShift workRaising Cane's
Lenexa, KS4 days ago- H&R Block, Inc. is hiring a Client Relationship Specialist to serve as the primary point of contact for clients throughout the virtual tax service journey, ensuring a seamless, supportive, and high-quality client experience. The CRS proactively manages communications,...VirtualRemote job
- ...primary responsibility is to provide exceptional service to our members by handling a high volume of inbound calls in a fast-paced, virtual environment. You will… • Professionally manage back-to-back inbound calls while navigating multiple computer systems to assist...VirtualFull timeContract workLocal areaRemote workMonday to FridayShift work
nTech Workforce
Overland Park, KS5 days ago - BluHouse Virtual Call Center, LLC is hiring for a Bilingual /Spanish Mediterranean Cruise Line Roadside Customer Service Specialist - Work From Home. The role is a full-time, remote position based in the United States, with a focus on delivering top-tier customer service...VirtualRemote jobFull timeWork from home
$69k
...into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...opportunities with promotion from within Supportive and collaborative virtual team environment Qualities We Value Willingness to learn...VirtualRemote jobWork from homeFlexible hoursHMG Careers
Westwood, KS6 days ago$16.61 per hour
...to apply, but this is not required. Experience working in a virtual team or prior remote work experience is a plus. Bilingual (English... ...our mission to provide quality and unparalleled service to our clients. We are a growing organization that provides a variety of...VirtualHourly payTemporary workWork experience placementCasual workLocal areaImmediate startRemote workShift workJobrapido
Overland Park, KS1 day ago- ...Part-time / Up to 7 days a week Application Deadline : Apply by 10/15/2026 In person interviews will take place on 10/20 - 10/22. Virtual interviews will be scheduled ahead of time for select candidates. Location : Overland Park KS. Job Description We are looking for...VirtualHourly payFull timeTemporary workPart timeSecond jobSeasonal workFlexible hours
- ...office equipment and technology used in a remote setting, preparing documents and presentations, and assisting with logistics for virtual events and programs. The Office Administrator will collaborate closely with leadership and staff to provide reliable, organized, and...VirtualFull timeWork at officeRemote work
Utah Interfaith Power & Light
Overland Park, KS5 days ago - BluHouse Virtual Call Center, LLC | Full time Bilingual /Spanish Mediterranean Cruise Line Roadside Customer Service Specialist - Work From Home Overland Park, United States | Posted on 10/... ...Commit to 15-25 hours per week (some clients may have weekend requirements)....VirtualExtra incomeFull timeRemote workWork from homeHome officeFlexible hoursShift workWeekend work
$16.06 - $24.09 per hour
About the Role The Client Relationship Specialist (CRS) serves as the primary point of contact for clients throughout their virtual tax service journey, ensuring a seamless, supportive, and high-quality client experience. This role is responsible for proactively managing...VirtualMinimum wageTemporary workWork experience placementSeasonal workWork at officeLocal areaRemote workAfternoon shift- ...can improve presentation skills, time management skills, and networking. Sales representatives present Cutco cutlery through preset virtual or in-person appointments. Previous sales experience or knowledge is not required, we provide all the training needed....VirtualWeekly payExtra incomeTemporary workPart timeWork from homeFlexible hours
Vector Marketing
Overland Park, KS3 days ago $16 - $29 per hour
...training will be Monday - Friday at 8:00 am - 5:00 pm CST with break and lunch times set by the business. Training will be conducted virtually from your home; being on camera will be required 100% during training and as requested by leadership. When on camera, you must be...VirtualRemote jobHourly payMinimum wageFull timeWork experience placementLive inWork at officeLocal areaMonday to FridayShift workWeekend workDay shift- ...from home! We service union and association members by matching clients to the products and services they receive as part of their... ...management Benefits Include: ~ Full training provided ~100% Virtual Work from Home ~ Career growth and advancement opportunities...VirtualWeekly payFull timeLocal areaRemote workWork from home
Zuzick & Associates
Overland Park, KS3 days ago - ...necessary, to support the team and the store when business needs arise QUALIFICATIONS: ~ High School Diploma or Equivalent VIRTUAL REQUIREMENTS: At DICK'S, we thrive on innovation and authenticity. That said, to protect the integrity and security of our...VirtualSeasonal work
DICK'S SPORTING GOODS INC
Merriam, KS1 day ago $15 per hour
...Sandbox VR Job Opportunity We're Sandbox VR, the most advanced virtual reality experience in the world. Our mission is to bring people closer together through world-class immersive adventures—whether that's surviving a zombie apocalypse or battling on the high seas....VirtualWeekend workAfternoon shiftSandbox VR
Leawood, KS4 days ago- -No prior industry experience required -Meet with clients on Zoom to help them enroll in benefit programs -Explain options in a clear... ...online enrollment forms accurately -Schedule and manage virtual appointments -Use basic computer skills (email, Zoom, online...VirtualRemote jobFull time
Zuzick Organization of Globe Life
Overland Park, KS3 days ago - .... Examples include Word, Excel, Outlook, etc. Strong organizational skills with an inquisitive mindset. Interview Process: 1 virtual Years of Experience 0-2 years Kindly share resume with answers Q1: How many years of exp in Corporate Reception or in Front Desk Commercial...VirtualPart timeSecond jobWork at office
- ...work. Communication skills to exchange straightforward information. Working knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc. Strong organizational skills with an inquisitive mindset. Interview Process: 1 virtual HireTalentVirtualContract workSecond jobWork at office
$100k
...hiring a Service Advisor on behalf of our client—a growing retirement planning and wealth... ...is your seat. This firm delivers a Virtual Family Office experience across retirement... ...for clients - Strong support from portfolio, tax, and estate resources across the...VirtualWork at officeThe Well
Overland Park, KS2 days ago- ...Prolonged periods sitting at a desk and working on a computer Must be able to lift up to 15 pounds at times Availability to attend virtual training sessions (or in-person) periodically throughout the year As part of our commitment to maintaining a safe and healthy...VirtualDaily paidWork at officeLocal area
Bartram Family Dental Care
Overland Park, KS2 days ago - ...– This is a remote opportunity, with the option for in-person client meetings if preferred. - No Cold Calling – Leverage our unique... ...(we guide you through the process). Meet with Clients (virtually or in-person) to assess their financial goals and insurance needs...VirtualRemote workWork from homeFlexible hours
Jobrapido
Overland Park, KS3 days ago $66.3k - $205.8k
...customer trust, operational efficiency, and satisfaction. We help clients move beyond traditional cost-focused service models by defining... ...to elevate customer interactions—such as conversational AI, virtual agents, intelligent routing, and predictive tools—within broader...VirtualFull timeWork experience placementLive inWork at officeLocal area- ...proud of our highly competitive package. ~ Medical Benefits ~ Health Savings Account (HSA) ~ Medica Value-Added Services ~ Virtual Care ~ Dental Insurance ~ Vision Insurance ~401(k) Retirement Plan ~401(k) Matching ~ Employee Discount The Tile...Virtual
The Tile Shop, Inc.
Shawnee, KS3 days ago - ...relationships with local businesses, grow a book of business, and care for clients in their time of need. We are looking for someone who works... ...your sales metrics and activity daily We Offer: Virtual classroom training as well as hands-on sales training in your...VirtualWeekly payOdd jobWork experience placementLocal area
SUMMIT BUSINESS GROUP, LLC
Leawood, KS5 days ago - ...accurately communicate and exchange information verbally, in writing, or through other means in person, telephonically, or through virtual communication methods Ability to reach at or below shoulder level Ability to carry equipment, move boxes/samples, etc. For...VirtualWork at officeLocal areaFlexible hoursAfternoon shift
Aeropostale
Overland Park, KS1 day ago - ...opportunities while meeting profitability objectives Performing in-person and virtual commercial card business sales calls focused on commercial card product demonstrations Participating in client onboarding process for business and commercial card products - including,...VirtualFlexible hours
Fidelity Bank
Overland Park, KS3 days ago - ...Key Responsibilities Assist clients and employees with benefits enrollment and account setup Explain available benefit options in a clear and professional manner Conduct virtual meetings and communicate with clients by phone, email, and video Maintain accurate client and...VirtualRemote jobFull time
McQuade Organization
Overland Park, KS4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Virtual - Client Portfolio Specialist. Be the first to apply!
Related searches
- hospital customer service representative Overland Park, KS
- medical customer service representative Overland Park, KS
- customer service rep remote Overland Park, KS
- customer service officer Overland Park, KS
- benefit customer service representative Overland Park, KS
- customer service consultant Overland Park, KS
- customer service representative (remote from home) Overland Park, KS
- customer service operator Overland Park, KS
- bilingual customer support specialist Overland Park, KS
- customer success associate Overland Park, KS