Client Relationship Specialist - Remote

Markham, Ontario, Canada
Remote
Posted Oct 17, 2026
1 position

Opens an external site

Employment type: Full-time
Experience level: Entry, Junior · 0+ years
Posting language: English
Working hours: 40 hours per week

Job summary

Enroll and support clients who have requested guidance, and maintain an ongoing portfolio of clients. Deliver web presentations and discuss benefits with clients.

Job details

Client-facing, fully remote, financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance. The deal 1. Home office. Web presentations. 2. Work that matters to families. 3. Training and leaders who stay involved. 4. A schedule you can build around real life. 5. A portfolio you keep serving — not a stack of one-off calls. Requirements • Communication that is clear and human • Discipline without a supervisor in the hallway • Openness to a proven process • Interest in benefits conversations, not just “sales energy” Apply today. We outline the role on Zoom so you can decide if it is actually a fit. \n \n

What you’ll do

Enroll and support clients who have requested guidance, and maintain an ongoing portfolio of clients. Deliver web presentations and discuss benefits with clients.

Requirements

Candidates should communicate clearly, work independently with discipline, and be open to following a proven process. An interest in benefits conversations is expected.