2

Remote Client Services Associate Jobs in Texas (NOW HIRING)

Remote Financial Services Associate

Dallas, TX ยท On-site +1

$90K - $119K/yr

Position Overview AO Globe Life is seeking a Financial Services Associate to help clients explore ... Identify client needs through professional conversations * Explain available insurance products and ...

The Role As a Client Transition Operations Associate, you'll play a vital role in executing Farther ... Background in client service, particularly with advisor transitions or conversion management

Remote Client Experience Specialist

Houston, TX ยท Remote

$16.25 - $21.50/hr

Coordinate travel details, preferences, and service arrangements. * Provide clients with accurate ... client experience throughout the planning process. Benefits * Fully remote, work-from-home position.

Remote Client Experience Specialist

Dallas, TX ยท Remote

$16.75 - $22.25/hr

Coordinate travel details, preferences, and service arrangements. * Provide clients with accurate ... client experience throughout the planning process. Benefits * Fully remote, work-from-home position.

Financial Services Associate

Garland, TX ยท On-site +1

$90K - $119K/yr

In this fully remote role, you will connect with prospective clients, complete virtual needs-based ... Identify client needs through professional conversations * Explain available insurance products and ...

As a remote-first organization headquartered in St. Petersburg, Florida, Kobie values meaningful in ... As Senior Director, Client Services for the Retail Vertical, you will steward some of our most ...

Client Services Representative

Houston, TX ยท Remote

$15.25 - $20.75/hr

Remote Opportunity** Integrity FEX is growing and seeking Client Services Representatives to help individuals and families explore life insurance options that meet their financial goals. We provide ...

Client Services Representative

Dallas, TX ยท Remote

$15.75 - $21.50/hr

Remote Opportunity** Integrity FEX is growing and seeking Client Services Representatives to help individuals and families explore life insurance options that meet their financial goals. We provide ...

Client Services Representative

Dallas, TX ยท Remote

$15.75 - $21.50/hr

Remote Opportunity** Integrity FEX is growing and seeking Client Services Representatives to help individuals and families explore life insurance options that meet their financial goals. We provide ...

Client Services Coordinator

El Paso, TX ยท Remote

$16.25 - $21.25/hr

We are seeking an organized and people-focused Client Services Coordinator to support client ... Remote work environment * Structured initial training * Ongoing role-specific training * Access to ...

Showing results 21-40

Remote Client Services Associate information

What is a remote client services associate?

A Remote Client Services Associate is a customer service professional who assists clients and customers from a remote location, often working from home. Their responsibilities typically include answering inquiries, resolving issues, providing product or service information, and ensuring customer satisfaction through various communication channels like email, phone, or chat. They play a key role in representing a company and maintaining strong client relationships, all without being physically present in a traditional office. This role requires strong communication skills, problem-solving abilities, and proficiency with digital tools.

How do remote client services associates effectively collaborate with team members and clients while working remotely?

Remote Client Services Associates typically rely on a variety of digital tools to maintain close communication with both their team and clients. Regular video calls, instant messaging platforms, and project management software help ensure everyone stays aligned on client needs and service updates. While working remotely can present challenges such as time zone differences and building rapport, frequent check-ins and clear documentation are essential practices. This role often requires proactive communication and adaptability to foster strong relationships and deliver excellent client support.

What are the key skills and qualifications needed to thrive as a remote client services associate, and why are they important?

To thrive as a Remote Client Services Associate, you need strong communication skills, problem-solving abilities, and a background in customer service, often supported by a relevant degree or equivalent experience. Familiarity with CRM software, ticketing systems, and virtual communication platforms is typically required. Exceptional organizational skills, patience, and the ability to work independently distinguish top performers in this role. These skills ensure efficient client support, high satisfaction, and effective remote team collaboration.

What is the difference between Remote Client Services Associate vs Remote Customer Support Specialist?

AspectRemote Client Services AssociateRemote Customer Support Specialist
Required CredentialsHigh school diploma or equivalent; customer service experienceHigh school diploma or equivalent; customer service experience
Work EnvironmentClient-facing, often involves account managementSupport-focused, troubleshooting, and issue resolution
Employer & Industry UsageFinancial, healthcare, tech companiesRetail, tech, service industries
Common Search & ComparisonOften compared for client interaction rolesCustomer support roles; similar skill set

The Remote Client Services Associate primarily manages client accounts and provides personalized service, often in industries like finance or healthcare. In contrast, the Remote Customer Support Specialist focuses on troubleshooting and resolving customer issues, typically in retail or tech sectors. Both roles require strong communication skills and customer service experience, but their focus and daily tasks differ.

What job categories do people searching Remote Client Services Associate jobs in Texas look for?

The top searched job categories for Remote Client Services Associate jobs in Texas are:

What cities in Texas are hiring for Remote Client Services Associate jobs?

Cities in Texas with the most Remote Client Services Associate job openings:

Remote Financial Services Associate

Dallas, TX โ€ข On-site, Remote

AO Globe Life
Insurance Servicesย โ€ขย 1 - 5K employees

$90K - $119K/yr

Full-time

Posted 6 days ago


Job description

Position Overview
AO Globe Life is seeking a Financial Services Associate to help clients explore insurance protection options for themselves and their families. In this fully remote role, you will connect with prospective clients, complete virtual needs-based conversations, and explain available life, supplemental health, and accident insurance coverage.
You will receive the tools, warm leads, training, and mentorship needed to focus on building trusted relationships and advancing your skills.
Responsibilities
  • Contact prospective clients using company-provided warm leads
  • Schedule and conduct virtual consultations
  • Identify client needs through professional conversations
  • Explain available insurance products and benefits
  • Help clients understand coverage and next steps
  • Provide timely follow-up and responsive support
  • Maintain accurate client information and records
  • Participate in coaching, training, and team development

What We Offer
  • Fully remote opportunity
  • Warm leads provided
  • Weekly compensation
  • Unlimited earning potential
  • Medical insurance premium reimbursement
  • Industry-leading online training
  • Daily coaching and mentorship
  • Performance-based incentive programs
  • No overhead costs
  • OPEIU Local 277 union representation
  • Stable career opportunity with a 70-year history of serving members and families

Qualifications
  • Strong written, verbal, and listening skills
  • Professional and client-centered communication style
  • Ability to build rapport and trust with clients
  • Strong organization and attention to detail
  • Comfortable using technology and virtual communication platforms
  • Ability to work independently and as part of a team

Important Information About This Opportunity
This is a 100% remote, independent contractor opportunity with American Income Life / Globe Life. Compensation is commission-based and performance-driven; this is not an hourly or salaried position.
Candidates selected to move forward should be prepared to:
โ€ข Be at least 18 years of age and legally eligible to work in the United States
โ€ข Provide their own computer/laptop, webcam, reliable high-speed internet, and professional remote workspace
โ€ข Complete required training and participate in virtual meetings
โ€ข Obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities
โ€ข Complete applicable pre-licensing coursework, examinations, and state licensing requirements at the candidate's expense
No prior insurance experience is required. Training, mentorship, licensing guidance, and ongoing professional development are provided.
This opportunity is best suited for individuals who are self-motivated, coachable, comfortable working independently, and interested in a performance-based career with opportunities for professional growth and advancement.
American Income Life / Globe Life is committed to providing equal opportunity without regard to race, color, religion, sex, national origin, age, disability, veteran status, or other characteristics protected by applicable law.
Specific licensing requirements, fees, compensation, and contractor terms may vary by state and will be reviewed with candidates during the hiring and onboarding process.