Remote Client Service Assistant Jobs
Remote client service assistant jobs are open across the U.S. at remote-first firms and distributed teams in sectors like financial services, insurance, healthcare, and software. Employers hiring remotely right now include Ameriprise Financial, Gallagher, and Fidelity Investments. See the openings below and apply to the ones that match your experience.
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The Client Service Associate provides proactive advisor level support while maintaining a high level of customer service. The ideal candidate will play an integral role in the office, working closely with a group of Advisors and acting as a direct liaison to clients. The candidate will assist in the implementation of new client accounts and the ongoing servicing of existing clients. You will be responsible for a variety of research and special projects, and will be in charge of reporting, high level and critical correspondence, and working collaboratively in an exciting and high touch professional environment.
Responsibilities
- Serve as a resource to multiple financial advisors in supporting client relationships
- Assist in the implementation of new client accounts and the ongoing servicing of existing clients
- Managing travel & expenses, including making travel arrangements and processing expenses for team members
- Processing incoming & outgoing mail, including checks and stock certificates, tax forms, and scanning
Qualifications
- Bachelor's Degree preferred but not required
- Strong proficiency in Microsoft Office
- Excellent analytical skills and problem-solving abilities
- Exemplary interpersonal and communication skill
- Knowledge of financial industry and investment products preferred but not required
Salary and Benefits
- Hourly or salary compensation structure based on experience
- Part time or full time available
- If full time, a hybrid in office / work from home is available
- Paid company healthcare
- Paid time off
Company
- Pacific Pointe Advisors is a fast-growing, family centered wealth management firm providing sound financial guidance and advice. We provide financial planning, financial advice, and comprehensive wealth management to an array of households.
Job Type: Full-time
Pay: $65,000.00 - $80,000.00 per year
Work Location: In person
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Who's Hiring
- Ameriprise Financial19
- Gallagher11
- Fidelity Investments3
- Higginbotham2
- TELUS Agriculture & Consumer Goods2
Top Industries Hiring
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in remote client service assistant jobs.
- One to two years of customer service or client-facing experience in a professional setting
- Proficiency with CRM software such as Salesforce or similar platforms
- Strong written and verbal communication skills across phone, email, and chat
- High school diploma or associate degree, with a bachelor's degree preferred for some roles
- Ability to manage multiple client accounts or cases simultaneously under deadlines
- Familiarity with Microsoft Office Suite, particularly Excel and Outlook
Tips for Your Remote Client Service Assistant Job Search
Apply early to remote roles that fit
Migrate Mate lists remote client service assistant openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through unrelated listings.
Show async communication skills upfront
Remote client service assistants communicate almost entirely through email, chat, and ticketing systems. Mention specific tools you've used, like Zendesk, Intercom, or Salesforce, and give examples of resolving client issues entirely in writing without real-time back-and-forth.
Demonstrate independence in your resume
Remote employers want client service assistants who manage their own caseloads without supervision. Use your resume to show you handled client accounts, resolved escalations, or maintained documentation with minimal oversight, naming the volume or complexity of accounts where you can.
Prepare for a remote-style interview format
Many remote hiring teams conduct video interviews with asynchronous follow-up tasks, such as a sample email response or a short written case. Practice answering client scenario questions clearly and concisely in writing, since that mirrors the actual job.
Remote Client Service Assistant Jobs: Frequently Asked Questions
How do I get a remote client service assistant job?
Target companies that run distributed teams, such as remote-first insurers, SaaS companies, and online financial services firms, because they build processes around async communication from day one. Remote employers screen for strong written communication, self-directed problem-solving, and comfort with ticketing or CRM tools. Candidates who highlight async work habits, quick response times, and clear client documentation stand out in remote hiring.
Which companies hire remote client service assistants?
Employers currently hiring remote client service assistants include Ameriprise Financial, Gallagher, and Fidelity Investments, per current remote listings on Migrate Mate as of November 2026. Remote-first firms, distributed financial services teams, and cloud-based software companies account for a large share of these openings.
Can you get a remote client service assistant job with no experience?
Yes, but remote entry roles are harder to land because employers expect you to handle client issues independently without an in-office support system. Remote-first startups and smaller distributed teams are more open to entry-level candidates. You can strengthen your case by showing proficiency with CRM or helpdesk software, completing a customer service certification, or pointing to any volunteer or freelance work that required written client communication.
Do you need a degree for remote client service assistant jobs?
Not always. Many remote employers care more about demonstrated client communication skills, accuracy, and comfort with digital tools than a specific degree. A strong work history in client-facing roles, proficiency with platforms like Salesforce or Zendesk, and a record of handling client accounts without supervision can carry more weight than a diploma for most remote client service assistant openings.
Which industries hire the most remote client service assistants?
The sectors hiring the most remote client service assistants are Banking & Financial Services, based on current remote listings on Migrate Mate as of November 2026. These industries rely on distributed teams to serve clients across multiple time zones without maintaining large physical office footprints.
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