Remote Client Success & Retention Advocate

AO Garcia Agency

Remote job

AO Garcia Agency is seeking a client-facing, fully remote professional in the financial services space to enroll and support clients who seek guidance. You will be paired with a growing team, provided with tools and mentorship, and expected to deliver guidance and benefits conversations through a proven process. The role emphasizes clear, human communication, independent discipline, and the ability to manage a flexible schedule while delivering meaningful, lasting client interactions across a #J-18808-Ljbffr AO Garcia Agency

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Remote Client Success & Retention Advocate in Federal Way, WA vacancy

Remote Client Success Leader: Scale & Retention
$75k - $86k
...fast-growing marketing firm in Orlando is seeking a Client Success Manager to lead client onboarding, drive retention, and ensure client satisfaction. You will serve... ...with a smile. The role offers a fully remote environment, a competitive salary package between...
Remote work
Lean Marketing
United States
3 days ago
Associate Client Advocate
$90k - $120k
The Associate Client Advocate (ACA) client-facing functions utilizing the... ...client engagement and retention of that business. This includes... ...environment you need to be successful. The majority of our colleagues... ...hybrid” style, with a mix of remote, in-person and in-office...
Remote work
Temporary work
Work at office
Local area
Visa sponsorship
Work visa
Flexible hours
Willis Towers Watson
New York, NY
2 days ago
Advocate or Senior Advocate (remote)
...Senior Client Advocate The Senior Client Advocate serves as a trusted... ...client experience and drive successful client outcomes. Provide... ...while ensuring long-term client retention and satisfaction. Lead... ...hybrid" style, with a mix of remote, in-person and in-office...
Remote work
Full time
Contract work
Temporary work
Work at office
Local area
Visa sponsorship
Work visa
Flexible hours
Willis Towers Watson
Minneapolis, MN
3 days ago
Client Advocate - Construction
...Description The Client Advocate (CA) - NA Construction serves as the... ...relationship management. Success in this role requires the ability... ...ensuring long-term client retention and satisfaction. Partner... ..." style, with a mix of remote, in-person and in-office interactions...
Remote work
Contract work
Temporary work
For contractors
For subcontractor
Work at office
Local area
Visa sponsorship
Work visa
Flexible hours
WTW inc.
Arlington, VA
3 days ago
Remote Client Success Advocate — Financial Services
Aogarciaagency in the United States offers a fully remote, client-facing role in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team, with tools and mentorship in place. You'll engage in web presentations, work on...
Remote job
Aogarciaagency
Joliet, IL
18 hours ago
Client Advocate
...Client Advocate Property & Casualty Broking The Client Advocate is responsible... ...client account and drive retention of that business Ensure... ...environment you need to be successful. The majority of our... ...hybrid" style, with a mix of remote, in-person and in-office interactions...
Remote work
Full time
Temporary work
Local area
Visa sponsorship
Work visa
Flexible hours
Willis Towers Watson
Minneapolis, MN
3 days ago
Sr. Surety Client Advocate
...Sr. Surety Client Advocate ~202605640 Pittsburgh, Pennsylvania... ...reach strategic client service, retention and sales objectives. In... ...environment you need to be successful. The majority of our colleagues... ...” style, with a mix of remote, in-person and in-office interactions...
Remote work
Full time
Temporary work
Work at office
Local area
Flexible hours
WTW
Dallas, TX
19 days ago
Global Client Advocate
$300k - $350k
...Global Client Advocate ~202604168 Cockeysville, Maryland, United... ...security priorities. The successful candidate will understand the... ...current clients Strong client retention Ensure all clients have... ...” style, with a mix of remote, in-person and in- office interactions...
Remote work
Full time
Contract work
Temporary work
For contractors
Work at office
Local area
Visa sponsorship
Work visa
Flexible hours
WTW
Atlanta, GA
more than 2 months ago
Client Service Advocate
...digital channels. Position Summary The Client Advocate (CA) serves as the primary point of... .... This role ensures day-to-day success and long-term satisfaction by managing... ...Note: This is an in-office position. Remote or hybrid arrangements are not available...
Remote work
Full time
Work at office
Sepire
Willowbrook, IL
1 day ago
Customer Service Advocate - Remote i
A leading mortgage service provider is seeking a Client Advocate Specialist in Coraopolis, PA. This remote role focuses on delivering exceptional customer service in a fast-paced environment. Successful candidates will engage with clients, assist with scheduling, and ensure...
Remote work
Mortgage Connect
United States
3 days ago
Client Service Advocate
...digital channels. Position Summary The Client Advocate (CA) serves as the primary point of... .... This role ensures day-to-day success and long-term satisfaction by managing... ...This is an in-office position. xhyhwjd Remote or hybrid arrangements are not available...
Remote work
Work at office
Sepire
Willowbrook, IL
3 days ago
Customer Success Advocate
...Customer Success Advocate Norseman Services is hiring a Customer Success Advocate to own the... ...Clearance: Varies by engagement · Location: Remote -- United States Norseman Services... ..., healthcare, and regulated-enterprise clients. Equal Opportunity Employer / Veterans...
Remote work
Norseman Services
United States
18 hours ago
Client Advocate - Construction
$55k - $70k
...Responsibilities Account Management Provide day-to-day client management and servicing Support team in handling of calls/... ...actions, written or verbal that may affect the ability to successfully perform assignments or adversely affect the Company operations...
Remote work
Full time
Work at office
Christensen Group Insurance
United States
18 hours ago
Associate Client Advocate- Construction
...solutions company that helps clients around the world turn risk into... ...Associate Client Advocate (ACA) is a client-facing role... ...and environment you need to be successful. The majority of our colleagues... ...hybrid” style, with a mix of remote, in-person and in-office interactions...
Remote work
Temporary work
Work at office
Local area
Visa sponsorship
Work visa
Flexible hours
Willis Towers Watson
Philadelphia, PA
3 days ago
Client Advocate
$55k - $80k
...Client Advocate The Client Advocate supports clients throughout the Victim Compensation Fund... ...program policies. They contribute to successful client outcomes through high-quality work... ...-site Monday–Thursday; Friday optional remote COMPENSATION $55,000 - $80,000...
Remote work
Work at office
Local area
Monday to Friday
Barasch & McGarry
New York, NY
3 days ago
Insurance Client Services Advocate
$45k - $55k
...Client Services Advocate Join our Urban Real Estate program as a Client Services Advocate specializing... ...Promote teamwork and organizational success, while accepting accountability and... ...sometimes. LOCATION ~ This is a remote position. COMPENSATION AND...
Remote work
Temporary work
Summer work
Immediate start
Distinguished LLC
United States
3 days ago
A&E Associate Client Advocate
...found at Willis A&E.The RoleThe Associate Client Advocate (ACA) is an entry-level position... ...serving the design professional industry. Successful ACAs will develop the technical, client... ...work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent...
Remote work
Temporary work
Work at office
Local area
Visa sponsorship
Work visa
Flexible hours
Willis Towers Watson
Chicago, IL
4 days ago
Client Advocate
$140k - $180k
...Client Advocate (Large and Complex Segment) The Client Advocate (Large and Complex Segment... ...Pursuit of employment is contingent upon successful completion of a background check, drug... ...work in a "hybrid" style, with a mix of remote, in-person and in-office interactions...
Remote work
Contract work
Temporary work
Work at office
Local area
Flexible hours
Willis Towers Watson
Chicago, IL
3 days ago
Student Advocate -Full Time
...position: Position Details Position Title: Student Success Advocate College/Division: DACC Dona Ana CC Department: 94150... ...educational journey, with a primary focus on increasing student retention, persistence, and graduation rates. • Develop and maintain...
Remote work
Hourly pay
Full time
Work at office
New Mexico State University
United States
1 day ago
Client Success Associate
$75k - $80k
...Client Success Manager Client Success Manager Location: Remote Classification: Full Time Reports To: VP of Financial Wellness Compensation: $75,000... ...adoption and engagement, and ensure long-term retention. Lead the client onboarding process, ensuring...
Remote work
Full time
Contract work
Work experience placement
Local area
Monday to Friday
Flexible hours
Squaremouth
United States
3 days ago
Client Success Advocate I
...and verification services. We are proudly ranked as an industry leader in quality and service delivery. OVERVIEW The Client Success Advocate plays a critical role in ensuring client satisfaction and maintaining long-term relationships by delivering exceptional service...
Universal Background Screening
Phoenix, AZ
11 days ago
Remote Client Advocate - Warm Leads, Coaching & Growth Path
Lever, Inc. is seeking a remote financial-services professional in the United States to engage with warm leads, follow up promptly... ...no office requirement. Training precedes performance and success is driven by client-first communication and reliable outcomes. Strong...
Remote job
Work at office
Lever
New York, NY
1 day ago
Remote Customer Success Advocate
Sally Beauty Holdings, Inc. is seeking a Customer Success Partner to serve as the primary virtual support resource... ..., and ongoing relationship management to drive retention and satisfaction. The CSP will operate in a remote setup, engaging customers via phone, email, and...
Remote job
Sally Beauty Holdings, LLC
Minneapolis, MN
18 hours ago
Insurance Client Advocate - Hybrid Role
Aon plc in Miami seeks a Client Advocate to promote client happiness and deliver successful outcomes within a hybrid work setup, combining remote and on-site responsibilities at the Miami office. The role focuses on learning the reinsurance broking process, handling client...
Remote work
Work at office
Aon plc
Miami, FL
1 day ago
Insurance Customer Advocate | Growth & Client Success
...to build customer relationships, deliver service, and educate clients on insurance options. The role emphasizes proactive service, licensing... ...paid time off, valuable experience, and growth opportunities. Successful candidates are customer oriented, communicative, and team-...
Greg McAlpin - State Farm Agent
Gilbert, AZ
1 day ago
Client Assistance Program (CAP) Advocate
...Job Description Job Description Client Assistance Program (CAP) Advocate ABOUT DISABILITY JUSTICE... ...QUALIFICATIONS To perform this job successfully, an individual must be able to perform... ...work independently in a hybrid or remote environment, as well as under...
Remote work
Full time
Work experience placement
Live in
Work at office
Local area
Work from home
Relocation
Disability Law Colorado
Denver, CO
11 days ago
Sr. Client Advocate- Construction
...Sr. Client Advocate- Construction ~202605666 Atlanta, Georgia, United States Philadelphia... ..., tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions...
Remote work
Full time
Temporary work
Work at office
Local area
Visa sponsorship
Work visa
Flexible hours
WTW
Tempe, AZ
a month ago
Client Advocate
$25 - $26 per hour
...Second Shift) Pay: $25 - $26 Position Remote Eligible: Hybrid (95% On-Site)... ...domestic violence and their children, seeks a Client Advocate to provide crisis intervention, case... ...departments and outside agencies to ensure successful service delivery and conduct community...
Remote work
Full time
Immediate start
Monday to Friday
Weekend work
Afternoon shift
CORA
San Mateo, CA
a month ago
Sr. Client Advocate- Construction
$250k - $350k
...Senior Client Advocate The Senior Client Advocate provides strategic relationship management and... ..., tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent...
Remote work
Full time
Temporary work
Work at office
Local area
Visa sponsorship
Work visa
Flexible hours
Willis Towers Watson
Philadelphia, PA
2 days ago
Healthcare Advocate-Telecommute in
The Client Advocate serves as a key point of support for individuals accessing services through... ...conduct follow-up contacts to ensure successful service engagement. Support clients in... ...training, and data entry/documentation. Remote work, as determined by the supervisor...
Remote work
Contract work
Work at office
Immediate start
GMHC
New York, NY
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Remote Client Success & Retention Advocate. Be the first to apply!