About This Role
We’re looking for a friendly, detail-oriented Chat Support Specialist to join our remote team. You’ll be the first point of contact for clients, handling inquiries, coordinating requests, and ensuring smooth communication across our platform. This is a great entry-level opportunity to launch a career in customer-facing financial services support.
What You’ll Be Doing
Client Communication & Support
• Respond promptly and professionally to client messages and questions via chat• Handle account inquiries, document requests, and coordinate follow-up with team members• Track client needs from start to finish, ensuring nothing falls through the cracks• Maintain organised, accurate records while protecting client information with confidentiality
Account & Operations Support
• Assist with account setup, account changes, and routine maintenance requests• Help coordinate documentation and process client submissions• Support advisors by gathering information and keeping internal systems up to date• Monitor incoming requests and flag any issues or delays that need attention
Process & System Support
• Help maintain and improve team workflows and internal procedures• Identify ways to make processes simpler and more efficient• Support the use of team tools and systems• Assist with data organisation and reporting
What We’re Looking For
Skills & Experience
• Excellent written communication and customer service skills• Strong attention to detail and organisational ability• Reliable, independent, and comfortable managing multiple priorities• Friendly, professional attitude and problem-solving mindset• Comfortable using email, spreadsheets, and team collaboration tools• Basic understanding of financial accounts and investment concepts is helpful but not required—we’ll provide full training
Background
• Previous customer service or administrative experience is valuable but not required• Entry-level candidates with strong communication skills are encouraged to apply• Any prior experience in financial services, insurance, or wealth management is a bonus
Why Join Us
• Fully remote role—work from home with flexibility• Comprehensive training provided; no prior financial services experience necessary• Supportive team environment and collaborative culture• Opportunities to grow your skills and advance into more complex responsibilities• Clear career progression in the financial services industry
Role Details
Roles: Chat Support Specialist, Client Services Associate
Rate: Competitive entry-level pay, details shared upon application.
Contract length: Permanent, full-time position
Skills/background needed: Customer service experience, attention to detail, written communication, ability to use email and spreadsheets, willingness to learn about financial services
Location: Fully remote—work from anywhere
Ready to get started? Submit your application below.