What Is Remote Client Jobs in Usa

Friar Violet is a consulting and search firm. This role is for a client, an award winning law firm based in RI.

This leadership role shapes the first impression of our firm and plays a key role in our ongoing commitment to treating every client with dignity, compassion, and exceptional service.

Leadership, Coaching & Team Development

• Lead, motivate, and mentor a large team of hourly Client Acquisition professionals, including remote team members.
• Build a positive, team-oriented culture rooted in empathy, accountability, and extraordinary client service.
• Provide ongoing coaching, call reviews, development plans, and feedback to strengthen performance and service quality.
• Recruit, train, and develop intake staff to support team growth and operational continuity.
• Conduct weekly forecasting, one-on-one performance meetings, and quarterly progress reviews with each representative.
• Partner with the Leadership Team to define intake strategy, staffing needs, and long-term service goals.
• Lead department-specific operational projects that advance efficiency, client experience, and service excellence.

Client Acquisition & Service Excellence

• Oversee all activities related to nurturing new inbound leads and converting qualified leads into new clients for the firm.
• Ensure every caller receives professional, compassionate, and timely service that reflects our firm’s values.
• Monitor and elevate the quality of conversations, documentation, and client interactions.

Operations, Workflow & Process Improvement

• Manage the day-to-day workflow of calls, leads, follow-ups, chats, texts, and emails.
• Maintain consistency in scripts, qualification criteria, follow-up procedures, and compliance practices.
• Implement technology upgrades, process improvements, and efficiency enhancements to support a high-performing intake operation.
• Collaborate with other departments to ensure a smooth and effective new client onboarding experience.

Performance Management & KPI Oversight

• Set, monitor, and report on daily, weekly, and monthly KPIs including:
• speed to answer
• lead response time
• contact rate
• qualified conversions
• QA scores
• productivity and service-level adherence
• Use data to drive performance, staffing decisions, and process adjustments.
• Manage all phases of client acquisition, investigate and resolve any areas of bottle necks, and oversee performance standards for the team.

What You Bring

• BA/BS in Business or related field preferred.
• 5+ years of successful sales, contact center, or client service team management, preferably supervising 10+ staff.
• Proven success meeting or exceeding goals in a service-based or professional services environment.
• Strong leadership and communication skills with demonstrated success motivating hourly teams.
• Deep understanding of CRM systems, intake workflows, and sales/service best practices.
• Highly customer-focused with the ability to anticipate client needs and respond with urgency, care, and professionalism.
• Results-oriented with strong analytical skills and experience managing metrics, pipelines, and forecasting.
• Experience with sales enablement or workflow technology.
• High emotional intelligence with a demonstrated commitment to a client-first approach.
• Law firm or professional services experience is strongly preferred.

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

LOCATION: Boca Raton, FL, hybrid in office 3 days a week

JOB OVERVIEW:

The Employee Benefits Sr. Client Manager (SCM) works with the Producer or Client Executive (CE) to implement a client's employee benefits strategy and to service the account. Responsibilities include preparing communication materials, conducting open enrollment meetings, collecting and preparing compliance materials, and servicing the day-to-day needs of the client.

WHAT YOU’LL DO:

Service
• Establish and maintain the day-to-day business relationship with the client, becoming the first point of contact
• Work with clients, producers and other team members to implement a comprehensive customer service plan
• Coordinate and support clients regarding open enrollment meetings, including preparation of communication materials
• Complete cobra paperwork on behalf of the client, both at renewal and for new group set up
• Distribute or facilitate distribution of resource information provided by the Client Executive (CE) to clients to continually keep them informed of benefit trends, State and Federal legislation, rules, and regulations
• Liaison with compliance department and Client Executive (CE) to advise clients on government reporting compliance issues, and to assist with the preparation of client specific compliance resources
• Compile and maintain client and benefit plan information in EPIC's CRM - new group set up and renewals- data provided by Client Executive
• Issue resolution for simple claims, coordinate escalated claims with the claims department and share communication to the claimant as to who is on contact point post transfer to the claims department
• Resolve enrollment and eligibility issues
• Research and resolve client billing issues
• Maintain open and continuing communication with the assigned Client Executive on all client issues and events
• Coordinate and participate in consistent training/mentoring events with the Client Executive
• Coordinate meetings and updates as needed

Personal and Organizational Development
• Work with CE to set priorities and manage workflow to ensure goals are met;
• Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records
• Be responsive and Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
• Project a professional image in action and appearance.

WHAT YOU’LL BRING:

• Full knowledge of Employee Benefits lines of coverage and services
  • Intermediate knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel
  • Strong attention to detail and time management abilities
  • Strong ability to multi-task and assign priorities
  • Ability to work effectively and efficiently in a team environment as well as independently without direct supervision
  • Strong interpersonal communication skills; both written and oral
  • Demonstrated experience with agency management systems and HR portals, and the capability to learn and use other systems quickly and effectively
• High school diploma required; some college preferred
  • Prefer five or more years’ experience as a Client Manager with a benefits consulting or brokerage firm, or comparable experience with an insurance carrier, or TPA
  • Must be able to work in a fast-paced environment with demonstrated ability to juggle/prioritize multiple competing tasks and demands
  • Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, responsiveness, demonstrated poise, tact, and diplomacy.
• Life and Health License; or willing to obtain within 60 days of hire date;
  • Valid Driver License

COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

Generous Paid Time off

Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days

Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave

Generous employee referral bonus program of $1,500 per hired referral

Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)

Employee Resource Groups: Women’s Coalition, EPIC Veterans Group

Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development

Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support

Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!

EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page:  

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at:  

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

POSITION:

RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.

YOUR RESPONSIBILTIES:

Sales

• Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
• Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
• Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
• Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.

Customer Service

• Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
• Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
• Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
• Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.

Operations

• Execute all POS transactions with precision and efficiency.
• Confidently open and close the store register in full compliance with company policies.
• Participate proactively in inventory management while upholding the highest standards of loss prevention.
• Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
• Always uphold immaculate store presentation and operational readiness.

PROFILE:

• Proven success in a premium or luxury retail environment
• Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
• Impeccable personal presentation with exceptional communication skills
• Strong problem-solving capabilities, a refined attention to detail.
• A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
• Flexible availability, including evenings, weekends, and holidays.
• Able to regularly lift and handle Items up to 20 lbs.
• Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.

POSITION:

RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.

YOUR RESPONSIBILTIES:

Sales

• Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
• Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
• Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
• Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.

Customer Service

• Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
• Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
• Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
• Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.

Operations

• Execute all POS transactions with precision and efficiency.
• Confidently open and close the store register in full compliance with company policies.
• Participate proactively in inventory management while upholding the highest standards of loss prevention.
• Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
• Always uphold immaculate store presentation and operational readiness.

PROFILE:

• Proven success in a premium or luxury retail environment
• Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
• Impeccable personal presentation with exceptional communication skills
• Strong problem-solving capabilities, a refined attention to detail.
• A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
• Flexible availability, including evenings, weekends, and holidays.
• Able to regularly lift and handle Items up to 20 lbs.
• Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.

POSITION:

RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.

YOUR RESPONSIBILTIES:

Sales

• Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
• Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
• Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
• Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.

Customer Service

• Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
• Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
• Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
• Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.

Operations

• Execute all POS transactions with precision and efficiency.
• Confidently open and close the store register in full compliance with company policies.
• Participate proactively in inventory management while upholding the highest standards of loss prevention.
• Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
• Always uphold immaculate store presentation and operational readiness.

PROFILE:

• Proven success in a premium or luxury retail environment
• Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
• Impeccable personal presentation with exceptional communication skills
• Strong problem-solving capabilities, a refined attention to detail.
• A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
• Flexible availability, including evenings, weekends, and holidays.
• Able to regularly lift and handle Items up to 20 lbs.
• Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.

POSITION:

RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.

YOUR RESPONSIBILTIES:

Sales

• Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
• Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
• Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
• Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.

Customer Service

• Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
• Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
• Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
• Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.

Operations

• Execute all POS transactions with precision and efficiency.
• Confidently open and close the store register in full compliance with company policies.
• Participate proactively in inventory management while upholding the highest standards of loss prevention.
• Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
• Always uphold immaculate store presentation and operational readiness.

PROFILE:

• Proven success in a premium or luxury retail environment
• Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
• Impeccable personal presentation with exceptional communication skills
• Strong problem-solving capabilities, a refined attention to detail.
• A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
• Flexible availability, including evenings, weekends, and holidays.
• Able to regularly lift and handle Items up to 20 lbs.
• Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.

Client Services Coordinator – IT Asset Disposition (ITAD)

Full-time, In-office

Our client, a global leader in IT lifecycle management and value optimization, is seeking a Client Services Coordinator to join their IT Asset Disposition team. This role is essential in ensuring smooth customer interactions throughout the IT asset lifecycle, acting as a bridge between clients and internal teams while maintaining the highest standards of data security and compliance.

Key Responsibilities:

• Serve as the primary point of contact for clients, managing inquiries, orders, and requests across multiple channels.
• Oversee asset disposition orders, including initiation, updates, and accuracy checks.
• Resolve issues relating to scheduling, logistics, compliance, or data security.
• Provide compliance documentation such as certificates of erasure, recycling, and disposal.
• Educate clients on best practices for IT asset preparation and ensure seamless project execution.
• Collaborate with sales, logistics, and operations teams to deliver an outstanding client experience.

Candidate Profile:

• Bachelor’s degree and 2–3 years of experience in a client services or project coordination role.
• Highly organized, with excellent communication and problem-solving skills.
• Proactive, independent, and reliable, with strong follow-up and attention to detail.
• Comfortable managing multiple priorities and deadlines while maintaining a client-first approach.
• Experience in logistics coordination or IT services (ITAD experience a plus).
• Familiarity with CRM platforms such as Salesforce, Microsoft Dynamics, or Smartsheet preferred.

Why Apply?

This is an excellent opportunity to join a dynamic, forward-thinking organization offering competitive salaries, comprehensive benefits, and clear opportunities for career growth.

Interested? Apply today to take the next step in your career journey.

Client Service Representative

Location: Novato, CA (Onsite)

Employment Type: Direct Hire

Industry: Financial Services

About the Company

Our client is a well‑established financial services firm dedicated to providing personalized financial planning and investment strategies built on trust, integrity, and long‑term relationships. Their team supports high‑net‑worth individuals and families with a comprehensive, fiduciary approach to wealth management and client service. The firm prides itself on professionalism, confidentiality, and delivering an exceptional client experience.

Position Overview

The Client Service Representative is a key member of the client experience team and serves as the primary point of contact for clients. This role supports advisors and operations by managing client communications, account administration, and service requests while maintaining the highest standards of accuracy, confidentiality, and professionalism.

The ideal candidate is detail‑oriented, service‑driven, and thrives in a fast‑paced, highly regulated financial services environment.

Key Responsibilities

• Serve as the first point of contact for clients via phone, email, and in person, delivering professional and responsive service
• Manage and maintain client accounts using Redtail CRM and LPL ClientWorks, ensuring accuracy and completeness of records
• Assist with client onboarding, account updates, and service requests
• Coordinate electronic document processing, including e‑signatures and compliance documentation
• Support advisors and operations with scheduling, Zoom meetings, and client follow‑ups
• Collaborate with internal team members to update and process client account changes
• Handle client inquiries and concerns with professionalism, initiative, and discretion
• Maintain strict confidentiality and adhere to compliance requirements, including fingerprinting, attestations, and training participation

Qualifications & Skills

• Previous experience in client service, administrative support, or account management
• Experience in wealth management, financial services, or private client environments strongly preferred
• Proficiency with CRM systems; Redtail CRM experience highly desirable
• Strong organizational and time‑management skills with the ability to prioritize effectively
• Excellent verbal and written communication skills with a strong customer‑service mindset
• High level of professionalism, discretion, and attention to detail
• Ability to work independently while collaborating in a team‑oriented office environment
• Familiarity with financial industry compliance standards is a plus

Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Advisor Manager at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).

As our Yacht Client Advisor Manager, you'll be at the helm of a dynamic team, guiding client advisory efforts and ensuring our clients receive top-notch service. You'll keep a pulse on client satisfaction, proactively delivering solutions that meet their needs. Collaboration is key, so you'll work closely with our sales team to assign client advisors and manage smooth transitions. Working collaboratively with various business units, you'll promote a OnePCS mindset and build strong relationships across the organization. Building and nurturing relationships with Centers of Influence (COIs) will be a priority, as these connections can enhance our service offerings.

You'll also take charge of forecasting and conducting performance reviews, addressing any underperformance to keep the team on track. Managing relationships with local and regional carriers is essential, and you'll stay informed about contract changes and underwriting guidelines to ensure compliance with regulatory requirements while overseeing the audit process. Your role will involve handling client communications and presentations, as well as participating in hiring and interviewing processes to bring in the best talent. You'll analyze workload and manage resources effectively, conducting regular staff meetings and one-on-ones to foster development.

For larger clients, you'll participate in advisory reviews and assist in resolving complex client or underwriting issues. Your focus will be on colleague development, training, and succession planning, ensuring our team is well-prepared for the future. You'll monitor key performance indicators (KPIs) to deliver solid financial results and develop business plans that set clear goals for referrals, new business, and cross-selling opportunities for Client Advisors. Additionally, you'll manage reporting requirements on a weekly, monthly, and quarterly basis while leading a hybrid workforce. Embracing change and adapting as needed, you'll reinforce the Marsh McLennan Agency Private Client Service vision and communicate effectively to provide clear and consistent leadership during transitions.

We'd love to meet you if your professional track record includes these skills:

• Yacht insurance experience required
• Personal lines insurance experience with High-Net-Worth clientele
• Property & Casualty (P&C) License
• Client service orientation with balance on managing expectations
• Ability to travel for client and company meetings as needed
• 5+ years experience managing individuals and team goals preferred
• 3-5+ years yacht insurance background required with client facing experience
• Demonstrate an understanding of cultivating opportunities from within their client's centers of influence

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work if near an office; or fully remote on the East Coast
• Charitable contribution match programs
• Stock purchase opportunities

We embrace a culture that celebrates and promotes the many backgrounds, heritages, and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

The applicable base salary range for this role is $81,270 to $151,620. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.