Client Acquisition Specialist

Job Description

REQUIREMENTS

• Tech Setup: A computer, laptop, tablet, or smartphone with a reliable internet connection.
• Skills: Strong communication, a friendly professional attitude, and good organizational skills.
• Minimum Age: Must be 18 years or older.

RESPONSIBILITIES

• Promote & Refer: Share our partner’s cutting-edge financial tools using a dedicated link.
• Client Assistance: Help 2–5 clients per week set up and onboard their new accounts.
• Provide Basic Guidance: Answer simple questions and walk clients through the setup process. Once you learn the material, a standard setup takes less than 30–45 minutes.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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