Remote Account Manager Financial Education & Client Relations

Build More Than a Career. Build Impact. At Greenleaf Financial Services, we believe financial education has the power to change lives. Our mission is to help families create stronger financial futures through education, relationship-driven support, and leadership development. We are building a culture centered around growth, integrity, mentorship, and service. We are looking for motivated individuals who want more than just a position. We are seeking people who want to grow personally, professionally, and financially while making a meaningful impact in the lives of others. Our Core Values 🌿 * Integrity First – Doing what is right, even when no one is watching * Growth Mindset – Constantly improving personally and professionally * Leadership Through Service – Leading by helping others succeed * Consistency & Accountability – Small actions repeated daily create momentum * Relationships Matter – People come before transactions * Culture of Mentorship – Never building alone What You'll Do * Build and maintain professional client relationships * Assist with onboarding and client support processes * Coordinate appointments and follow-up communication * Participate in mentorship and leadership development programs * Support financial education initiatives for families and individuals * Work within a collaborative, growth-focused environment * Contribute to business development and team growth efforts * Obtain and maintain any required state financial services licensing What We Offer Flexible remote schedule Professional mentorship and training Leadership development opportunities Growth-focused culture Performance-based advancement opportunities Supportive team environment Ongoing professional development Who Thrives Here We are looking for individuals who are: * Coachable and growth-oriented * Strong communicators * Professional and dependable * Motivated to learn and lead * Positive team players * Comfortable working remotely Experience in customer service, education, management, hospitality, healthcare, administration, or leadership roles is helpful but not required. No prior experience is required. Training and mentorship are provided. Compensation Compensation structure varies based on participation level, responsibilities, and performance. If you are looking for a flexible opportunity with mentorship, leadership development, and long-term growth while helping individuals and families build stronger financial futures, we encourage you to apply and learn more about Greenleaf Financial Services.

The Account Manager will build and maintain professional client relationships, assist with onboarding and client support processes, and contribute to business development efforts. They will also support financial education initiatives and participate in mentorship and leadership development programs.

Candidates should be coachable, growth-oriented, and strong communicators. Experience in customer service or related fields is helpful but not required, as training and mentorship will be provided.

• Customer servicePreferred

Identified from the job description. Confirm important requirements above.

• Client Relations
• Financial Education
• Communication
• Mentorship
• Leadership
• Teamwork
• Customer Service
• Onboarding
• Support
• Business Development
• Growth Mindset
• Accountability
• Professional Development
• Relationship Building
• Service Orientation
• Dependability

• Finance & Accounting
• Customer Service & Support
• Education
• Management & Leadership

Minimum experience

0+ years

Posting language

English

Working hours

40 hours per week

Location requirements

Country, Canada

Application method

Direct apply is available