Remote Client Success Advocate — Financial Wellness
$16.5 - $18.38 per hourSchool Result
- Remote job
A nonprofit organization dedicated to financial wellness is seeking a Client Success Specialist to support clients in its Debt Management Program. This full-time, remote role focuses on enhancing customer experience, requiring strong empathy and communication skills. Responsibilities include providing account support and managing financial communications. This role demands a minimum of 2-3 years in customer service and offers competitive hourly pay of $16.50–$18.38. Training begins April 27, 2026, and is mandatory. #J-18808-Ljbffr School Result
$30k - $50k
GFI Ikigai is seeking a driven part-time Client Success Advocate based in St. Louis, Missouri. In this remote role, you will manage client accounts and provide exceptional... .... Responsibilities include developing financial plans, educating clients, and identifying upsell...Remote jobFinancialPart timeFlexible hours$21 per hour
National Debt Relief, LLC. is seeking a Client Success Agent II to provide exceptional voice support in a full-time remote role. The successful candidate will empower clients... ...empathy and expertise to navigate complex financial situations. A high school diploma is...Remote jobFinancialFull time$21 per hour
National Debt Relief, LLC. is hiring a Client Success Agent II to provide exceptional customer support in a remote setting. This role involves assisting clients with financial situations, utilizing CRM tools like Salesforce, and ensuring compliance and accurate documentation...Remote jobFinancial$30k - $50k
...Ikigai, we are on a mission to combat financial illiteracy and make a positive impact... ...group of people. About the Position: Client Success Advocate-PT We are seeking a driven and ambitious... ...with personalized customization 100% remote position with comprehensive online...Remote workFinancialContract workPart timeWorldwideFlexible hours- ...and directly influence product success. Dive headfirst into dynamic... ...team, you support our clients throughout their journeys with... ...coverage, on‑site health and wellness centers, a retirement savings... ...reimbursement, mental health support, financial coaching and more. Additional...Financial
- ...a protected veteran. Client Advocate Executive 3M Health Care... ...to influence client success at the highest levels,... ...including CMI and other financial metrics. Demonstrated... ...requested. Location: Remote. Legal and Compliance... .... Supporting Your Well‑Being Solventum offers...Remote workFinancialH1bShift work
- A leading financial services firm is seeking dedicated individuals for a work-from-home opportunity... ...integrity and compassion while helping clients navigate their financial futures. Strong... ...interpersonal skills are essential for success. Join us and make a meaningful impact in...Remote jobFinancialWork from home
- ...Veterinary Pharmacovigilance (PV) Client Success Advocate – USA Full-Time, Hybrid Permanent Contract United States (Hybrid – Home based)... ...based in Raleigh (NC), but the role is expected to be fully remote, working as part of a regularly connected team. Some degree...Remote workPermanent employmentFull timeContract workWork at officeWork from homeWorldwide
- A financial services firm in California is seeking an Entry-Level Financial Professional to assist clients with financial education and support. The role emphasizes... ...-based, with training and remote work options provided to ensure success. This position is perfect for...Remote jobFinancial
- A leading financial services company is seeking a Remote Client Representative to support clients through effective communication and relationship-building. This... .... Training and support will be provided to ensure your success. #J-18808-Ljbffr Globe Life AIL - Lisa RusselRemote jobFinancialFlexible hours
- A financial services company based in Houston is looking for an Entry-Level Financial Professional to assist clients in navigating their financial journeys. This role emphasizes client education... ...training support to foster your success in the field. If you have a passion...Remote jobFinancial
- ...As a leading financial services and healthcare technology company based... ...Job Description Client Advocate Locations : Jacksonville, FL | Hybrid | Remote Get To Know The Team:... ...work experience as a Customer Success Manager or similar role You...Remote workFinancialOngoing contractWork experience placementCasual work
$31.25 - $36.05 per hour
...JOB TITLE: Shelter Client Advocate (SCA) DEPT/PROGRAM:... ...meaningful access to legal and financial support for San Francisco... ...difficult and stressful moments. Success in this role requires... ...- 5:00 p.m.) while working remotely, and to communicate with their...Remote workFinancialHourly payFull timeWork experience placementWork at officeLocal areaMonday to FridayAfternoon shift3 days per week- ...Patient Success Advocate As a Patient Success Advocate for our online... ...effective in both in-person and remote team settings.... ...Total Rewards & Culture ~ Financial & Future Security ~ Salary... ...insurance plans. Health & Wellness Premium insurance package...Remote workFinancialFull timeTemporary workWork experience placementH1bWork at officeMonday to FridayFlexible hours2 days per week
$65k - $85k
...Opportunity: Join GFI Ikigai as a Client Service Advocate! About GFI Ikigai At GFI Ikigai, we don't just discuss financial literacy; we revolutionize... ...solutions in this vibrant, remote role. As our Client Service... ...for part-time work, you're well‑rewarded here. Plus, we...Remote jobFinancialPart timeFlexible hours- A leading software solutions provider is seeking a Client Success Representative to foster client relationships and ensure client satisfaction... ..., comprehensive health benefits, and the opportunity to work remotely, making it an ideal role for motivated professionals looking...Remote job
- ...Description Description: The Client Success Manager will be tasked with... ...improvement efforts, and program financials to ensure key objectives are... ...policies and procedures, as well as the clients, are followed.... .... Peak Support has been 100% remote since day one, so we have...Remote workFinancialWork from homeFlexible hours
- ...Client Support Advocate The Client Support Advocate serves as the primary... ...client relationships drive success. Client Relationship & Support... ..., CA preferred; open to remote for the right candidate.... ...experience in client support, financial services, or payment...Remote workFinancialWork at office
$70k - $90k
A financial wellness solutions provider is seeking a Client Success Manager to transform financial wellness data into strategic business impact. This remote role requires managing a portfolio of high-value client relationships with targets on retention and revenue growth...Remote jobFinancial- A leading financial wellness firm in New York is seeking an Enterprise Client Success Manager to foster relationships with key enterprise accounts. The role involves ensuring... ...-solving skills. This position allows for remote work, offering flexibility while playing a...Remote jobFinancial
$70k - $95k
My-Secure-Advantage is looking for a Client Success Manager in the United States to lead strategic client relationships and drive financial wellness outcomes. This role requires a proven track record in managing B2B client relationships, presenting insights to executive...Remote jobFinancial- A financial wellness platform is seeking an Enterprise Client Success Manager to build and nurture client relationships within key accounts. This role focuses on driving... ...in client-facing roles. The position offers remote flexibility, competitive salary, and the chance...Remote jobFinancial
- ...looking for a Senior Manager, Client Success – Salesforce Practice based... ...play a key role in ensuring financial performance, account health,... ...starting from day one Fully remote-enabled work environment with... ...work-life balance and employee well-being Additional perks...Remote jobFinancialFull time
- ...Regional Vice President – Client Success and Growth *Candidates may reside anywhere in the United States. There... ...to the sales of Baker Hill NextGen® with those financial institutions within their assigned territory as well as to retain, deepen, and grow business...Remote workFinancialFlexible hours
- ...Client Success Manager II The Client Success Manager II serves as an advocate with primary responsibility for the overall satisfaction... ...and key physician champions as well as internal stakeholders to forward... ...assess client health across financial, operational, and risk...Remote workFinancial
- ...Client Success Specialist At GreenPath, we believe in empowering people to lead financially healthy lives. As a Client Success Specialist (CSS)... ...English/Spanish) a plus! Remote Work From Home... ...years of impact in financial wellness. A culture rooted in Integrity...Remote workFinancialFull timeWork from homeMonday to FridayNight shiftAfternoon shift
- ...tailored to individual client needs and risk profiles... ...industry leaders in the Financial, Technology, Data... ...ADRM is seeking a Client Success Manager to support and... ...work independently in a remote environment while staying... ...complete support for your well-being and that of your...Remote workFinancial
$75k - $85k
...Description Curinos empowers financial institutions to put customers... ...London. This role is fully remote based in the United States or... ...Curinos is currently seeking a Client Success Analyst / Senior Analyst to... ...legal and financial matters, as well as access to counselling...Remote workFinancialContract workPart timeWork at officeWork from homeFlexible hours- ...Job Title: Customer Success Advocate Duration: 3 months from the start date, with the possibility... ...and business needs. Location: Remote position Equipment: MacBook User Friendly... ...professional experience with either a financial institution or payment provider preferred...Remote workFinancial
- ...As a member of the Customer Success team, you are responsible for... ...and supportive environment, the Client Success team is the place for... ...account teams (and Partners) are well versed in each account's... ...offers more administrative and financial support to government officials...Remote workFinancialContract workWork experience placementWork at officeLocal area
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