zubair2820@yahoo.com

Automattic: Customer Success Engineer

Headquarters: Remote

URL: https://automattic.com/

WordPress VIP, the enterprise division of Automattic, is the world’s leading agile content management platform. Our suite of open solutions and services brings the ease and agility of WordPress to the heart of the world’s largest enterprises. Our large and growing ecosystem of technologies, services, and integrations is designed to bring the freedom and power of open source to our customers, which include Meta, CNN, Salesforce, and hundreds more.

The Customer Success Engineer role is responsible for providing advanced technical support and consultation to our enterprise customers. In this customer-facing role, you will handle complex technical challenges, provide architectural guidance, and solve mission-critical problems with customer deployments and applications. You’ll work primarily through Zendesk tickets, while also participating in customer calls, to advance longer-term technical initiatives and build trusted customer relationships.

You’ll serve as a technical resource for both customers and internal teams, bridging support and specialized engineering functions during high-impact situations. Support is provided 24/7, so scheduled weekday and weekend shifts, as well as some holiday and evening availability, will be a requirement. Our customers are global and rely on our team to provide expedient support at any time of day.

About You

  • You are an engineer who thrives on solving real-world problems. You may have a background in full-stack development, enterprise support, or media technology, and you’re ready to apply your technical skills directly with a wide spectrum of interesting global customers.
  • You never stop learning. You have a willingness to rapidly learn new technologies, and are excited by the challenge of debugging complex, unfamiliar applications.
  • You are curious and love to get to the root cause of an issue. You’re not satisfied with surface-level fixes and are driven to solve problems not once, but twice: fixing the immediate issue, and preventing it from happening again.
  • You have excellent written English and can effectively communicate technical concepts to customers and colleagues, sometimes under stressful circumstances. Communication is our oxygen and the basis of everything we do.
  • You like actively solving problems. You are excited by engaging regularly in deep, collaborative problem-solving, and motivated by what you learn along the way.
  • You are obsessed with helping others succeed, and love working directly with customers. Experience in an enterprise support environment is highly valued.

Technical Requirements

  • WordPress expertise with a solid understanding of the underlying codebase, themes, plugins, block editor, e-commerce, WP-CLI, hooks and filters, imports, and other advanced WordPress concepts.
  • Proficient in reading, writing, and troubleshooting code in multiple languages, including HTML, CSS, PHP, and JavaScript.
  • Understanding of web technologies including REST APIs, HTTP, DNS, domain management, reverse proxy, and version control (primarily Git, also SVN).
  • Experience with software engineering practices, including coding standards, team coding practices, source control, build processes, testing methodologies, and cloud infrastructures.
  • Advanced understanding of scalability, performance, and security issues in enterprise environments.
  • Proficiency with monitoring and debugging tools such as Kibana and New Relic.

Requirements

  • US-based position. Candidates must be based in the United States and undergo background checks as required, and hold United States citizenship.
  • Excellent communication skills. We’re a distributed team, so frequent and clear written communication is crucial. You must be able to explain complex technical issues in accessible ways.
  • Self-motivated work ethic. Self-starters who love taking initiative and seeing things through to completion do well on our teams.
  • Advanced troubleshooting abilities. You can take complex problems and break them down into manageable pieces with elegant solutions.
  • Experience in customer-facing roles in an enterprise support environment.

What to Expect

Your day-to-day work will include:

  • Providing high-quality technical support and consultation through Zendesk tickets and customer calls.
  • Handling complex and urgent customer situations, including incident response and escalations.
  • In-depth debugging that requires close examination of logs, analysis of customer codebases, and collaboration with engineering teams.
  • Providing architectural guidance to customers on WordPress implementations.
  • Building and updating internal and customer-facing documentation.
  • Contributing to the continuous improvement of our platform, processes, and customer experience.

Support is provided 24/7, so scheduled weekday and weekend shifts, as well as some holiday and evening availability, will be a requirement.

Salary range: $70,000-$150,000 USD.  Please note that salary ranges are global, regardless of location, and we pay in local currency.

We are searching for high-caliber candidates with the skills and qualities to have a net positive for Automattic. Pay will reflect the potential contribution and the impact you can bring, which may, in some cases, go beyond the range stated.

This isn’t your typical work-from-home job—we are a fully-remote company with an open vacation policy. Read more about our compensation philosophy. To see a full list of benefits by country, consult our Benefits Page. And check out these links to learn more about How We Hire and What We Expect from Ourselves.

To apply: https://weworkremotely.com/remote-jobs/automattic-customer-success-engineer

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Creative Force: Product Support Jedi – Remote, APAC

Headquarters: Creative Force

URL: https://www.creativeforce.team/

We’re on the hunt for a sharp, self-driven SaaS pro who’s as comfortable navigating staging environments as they are navigating human conversations.

Our APAC client base is growing fast and we need someone who can keep up. Our software isn’t your average plug-and-play; it has a steep learning curve so you’ll need to be technically savvy while also being the kind of person clients genuinely enjoy talking to. If you’ve got SaaS in your DNA, thrive in async/remote environments, and can juggle multiple threads without breaking a sweat — keep reading.

The role

You’ll join a lean, high-performing global support team working across two SaaS products, Award Force and Good Grants. Day to day you’ll be communicating with colleagues and clients across countries, cultures, and time zones.

Support happens across email tickets, phone, and 1-1 Zoom calls. Once you’ve leveled up on product knowledge, you’ll run onboarding sessions and client meetings covering issue resolution, best practices, and product adoption.

You’ll also be hands-on with bug testing and reporting, feeding considered feedback to our product teams— always pushing to make our products better.

We have a startup mindset. We experiment with new tools, iterate on processes, and move fast. Got a great idea? Pitch it. We’re not big on bureaucracy, only results. We don’t expect you to be a slave to your chair but flexibility is a must.

You’ll need to tick these boxes

  • You’re based in the UTC +8 to UTC +11 timezone range. This is non-negotiable. Our APAC team and clients operate in this window and we don’t allow shift work. If you live outside this range, this one’s not for you
  • 2+ years of professional experience, ideally in a SaaS support or client-facing role
  • Native-level English fluency (bilingual? Even better!)
  • Terms like HTML, CSS, JS, API, integrations, dev console, staging & production environments, GitHub repos, and database queries don’t make you flinch. You don’t need to write code, but you need to get it
  • You’ve got exceptional interpersonal and communication skills—written and verbal
  • Client calls energise you. Four to five Zoom meetings a day? Bring it on
  • You’re a natural problem solver who loves helping others untangle theirs
  • Your writing is clean, well-structured, and detail-oriented
  • You’re curious by nature and love learning new things
  • You’re not allergic to upselling or fielding “sales-y” questions
  • You’re organised and process-driven. Multiple tools for different workflows? No problem — you thrive in that setup
  • You’re self-motivated and independent, but you also value being part of a tight-knit team
  • Remote work isn’t just something you dabble in—it’s where you do your best work. You’ve got fast, reliable internet and a distraction-free workspace ready to go

Responsibilities

Product support

  • Go deep on product knowledge through self-driven learning—become the expert
  • Be the first point of contact on all inbound support via email/tickets, phone, and eventually live chat
  • Run 1-1 Zoom sessions with clients for technical consultation and query resolution
  • Maintain our consistently impressive first-reply-time metric (yeah, we’re proud of it)
  • Provide technically accurate responses backed by hands-on testing of scenarios
  • Collaborate with engineering to squash bugs and keep clients in the loop with timely updates
  • Spot patterns in user issues and flag them for product improvement

Be seriously good with clients

  • Speed matters. Respond quickly and decisively
  • Listen deeply—get to the root of the issue and own it until it’s resolved
  • Treat every client interaction with genuine respect and appreciation
  • Build trusting, long-term relationships rooted in honesty and transparency

To apply: https://weworkremotely.com/remote-jobs/creative-force-product-support-jedi-remote-apac-1

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Inyad: Customer support

Headquarters: Casablanca

inyad is looking for a Customer Support Specialist to increase our brand and ​product’s visibility, through ​  building relationships and communicating with potential customers using popular social media platforms.

  • Answering customer questions as they come through email, chat, or phone (facebook messager, WhatsApp, etc.)
  • Answering comments on social media and responding to inquiries by connecting with internal teams
  • Spending time out of the queue to create new ways to excite and engage our customers, for instance: branching documentation, interactive email signatures, or proactive email campaigns.
  • Maitaining documentation related to customer support
  • Strong ability to work individually as well as part of a team.
  • Good written and oral communication skills (Classical Arabic, French and English)
  • Extremely rigorous, punctual and well organized 

To apply: https://weworkremotely.com/remote-jobs/inyad-customer-support

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Regnology: Product Support Specialist

Headquarters: Poland

Key Responsibilities
 
Client-Facing Product & Functional Support 

  • Provide first-level support for our regulatory reporting solutions in the SupTech product stream by addressing client inquiries related to data handling, reporting outcomes, and regulatory interpretation.
  • Troubleshoot functional and configuration-related issues, analyze data discrepancies, and review product behavior to identify and resolve client problems.
  • Act as the first point of contact for incoming support requests through our ticketing system and communication channels.
  • Ensure clear, consistent, and professional communication with clients throughout the support process.
  • Collaborate with second-level support, product, and development teams to escalate and resolve more complex issues.

Issue Triage & Collaboration 

  • Collect relevant background and contextual information to enable efficient troubleshooting and resolution.
  • Escalate unresolved issues with full documentation and contextual insights for faster triage.
  • Track escalations and ensure timely feedback to clients, maintaining high service standards.
  • Monitor recurring issues and proactively share insights with product and support leadership.

Process Improvement & Knowledge Sharing 

  • Contribute to internal knowledge bases and documentation to support team learning and onboarding.
  • Participate in continuous improvement of support workflows, tools, and documentation standards.
  • Engage in team handovers and share learnings with global support peers to ensure service continuity.

Qualifications 

  • 1–2 years of experience in product or application support, client service, or financial/regulatory operations.
  • Understanding of financial regulatory reporting workflows (e.g. FinRep, CoRep, Basel, IFRS) is a strong advantage.
  • Familiarity with support tools such as ticketing systems (Zendesk, Jira) and basic troubleshooting approaches (e.g. data validation, config analysis).
  • Strong analytical and problem-solving skills with the ability to communicate clearly to both technical and non-technical users.
  • Fluent in English, both written and verbal.
  • Comfortable working in a fast-paced, cross-functional, and international team environment.
  • Willingness to participate in on-call shifts for critical incident resolution if required.

 
Key Attributes 

  • Service-oriented mindset with a structured and proactive approach to problem-solving.
  • Interest in regulatory frameworks and enthusiasm for learning new domain concepts.
  • Reliable and collaborative team player who thrives in a distributed work model.
  • Strong attention to detail and willingness to take ownership of issues and client satisfaction.

  • Let’s grow together – our start-up character enables you to design our future
  • We promote remote working and flexible working hours to create a positive work-life balance
  • We provide you with the opportunity to take on responsibility and participate in international projects
  • We offer you a competitive salary
  • We offer numerous individual and wide-ranging training opportunities, in addition to our buddy-program
  • We are proud of our positive working atmosphere characterized by a supportive team across different locations and countries and transparent communication across all levels
  • Together we’re better – meet your colleagues at our numerous team events
  • We care about body and soul, we offer you numerous benefits depending on loaction such as meal vouchers & free drinks in the office

 To get a first impression, we only need your CV and look forward to meeting you in a (personal/virtual) interview!
 
Recognizing the benefits of working in diverse teams, we are committed to equal employment opportunities regardless of gender, age, nationality, ethnic or social origin, disability, and sexual identity.
Are you interested? Apply now!
https://www.regnology.net
Role ID : CS_2025_09

To apply: https://weworkremotely.com/remote-jobs/regnology-product-support-specialist

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Datatrans Ag: Customer Support Specialist

Headquarters: Zürich

Das sind deine Aufgaben
  • Du wirst zu einer der wichtigsten Informationsquellen für unsere Kunden rund um unseren Payment Gateway und unsere APIs, unterstützt bei Shop-Integrationen und gibst Tipps zu Best Practices und Standards im Bereich Online Payments
  • Du dienst als erste Ansprechperson für unsere Kunden bei technischen und operativen Fragen und nutzt dein erlerntes Wissen sowie deine Erfahrung um die Lösungen unserer Kunden konstant weiterzuentwickeln
  • Du hilfst unseren Händlern, die Vorteile unserer Lösung zu verstehen, und unterstützt sie bei Fragen zu bestehenden Sicherheitsanforderungen und -Richtlinien
  • Du unterstützt dein Team im Daily Business, mit dem guten Gefühl, alle für einen, einer für alle, um Herausforderungen zu meistern und dadurch gemeinsam zu wachsen
Das bringst du mit
  • Du hast bereits praktische Erfahrung in der Payment- oder Fintech-Branche sammeln können, mit E-Commerce Plattformen gearbeitet oder hinter die Kulissen eines Online Händlers geschaut
  • Du bringst Affinität zu Internettechnologien (HTML, JavaScript, APIs, etc) mit oder hast sogar mal ein «Hallo Welt!» Script selber programmiert
  • Du weisst, wie man Aufgaben entsprechend der Dringlichkeit, Notwendigkeit, nach internen und externen Anforderungen priorisiert, hast eine rasche Auffassungsgabe und liebst es, Problemen auf den Grund zu gehen
  • Deine Sprachkenntnisse in DE, EN, und FR gehen weit über ein Hello, Bonjour und Guten Tag hinaus und werden im besten Falle sogar durch ein Buon Giorno begleitet
  • Du hast eine Informatik- oder Mediamatikerlehre absolviert, verstehst aber auch kaufmännische Prozesse oder vice versa
Das kannst du erwarten
  • Eine interessante und abwechslungsreiche Aufgabe in einem sympathischen und hochmotivierten Umfeld
  • Grosse Eigenverantwortung und Selbstbestimmung wie du deine Aufgaben umsetzt und die Ziele erreichst
  • Die Möglichkeit neue Erfahrungen zu sammeln, neue Dinge auszuprobieren und Fehler zu machen
  • Flache Hierarchien und kurze Entscheidungswege in einer Unternehmenskultur, die zum Mitgestalten einlädt
  • Kollegiales Arbeitsumfeld mit kreativen Menschen, Afterworks und BBQs im Sommer, uvm.
  • Anywhere Office: wähle selber, wo du am effizientesten arbeiten kannst – ob im Büro: direkt beim Bahnhof Stadelhofen, zu Hause oder an einem ganz anderen Ort
Über uns
Datatrans ist der führende Schweizer Payment Service Provider und hat sich auf die technische Abwicklung von Online-Zahlungen spezialisiert. Für den Endkunden meist unsichtbar im Hintergrund, tragen wir mit unseren Kunden heute entscheidend zur Gestaltung bei, wie im Internet und über das Smartphone bezahlt wird.

Als junges, dynamisches Team sind wir auf Wachstum ausgerichtet und wollen gleichzeitig unseren Kunden die bestmögliche Customer Experience bieten. Daher suchen wir talentierte, kreative und unternehmerisch-denkende Köpfe, die uns tatkräftig unterstützen.

To apply: https://weworkremotely.com/remote-jobs/datatrans-ag-customer-support-specialist

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Brenmar Associates: Customer Support Specialist

Headquarters: Monroe, Connecticut, 06468, United States

Restart with Brenmar Associates – Work from Home!

Have you been laid off and are searching for a new opportunity to showcase your skills? Brenmar Associates is here to help you rediscover your potential with a flexible remote position. Join our team and provide outstanding customer service from the comfort of your own home.

At Brenmar Associates, we understand the challenges of job loss and are committed to providing a pathway to success. We’re seeking Customer Support Specialist who are eager to be part of our dynamic and inclusive team. As a Customer Support Specialist, you will be the friendly voice our customers trust, delivering exceptional support and ensuring their satisfaction.

If you’re ready to embark on a fulfilling remote career with a company that supports your growth and values your talents, apply now to join Brenmar Associates!


Requirements

What You Bring:

  • A genuine passion for helping and connecting with people.
  • Excellent communication skills, both verbal and written.
  • Ability to multitask and solve problems efficiently in a fast-paced setting.
  • Empathy and patience to manage diverse customer needs.
  • Previous experience in customer service is a plus, but not essential.


Benefits

Why You’ll Love Working with Us:

  • Remote Flexibility: Work from your home or any location that suits you best.
  • Competitive Earnings: Benefit from competitive pay with opportunities for performance-based bonuses.
  • Career Development: Enjoy extensive training and opportunities for professional growth.
  • Supportive Culture: Be part of a team that values your achievements and fosters a positive work environment.

To apply: https://weworkremotely.com/remote-jobs/brenmar-associates-customer-support-specialist

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Heritage Civil Works: Customer Support Specialist

Headquarters: New York New York United States

Remote Customer Support Specialist

Heritage Civil Works | Remote | Full-Time | Comprehensive Benefits

At Heritage Civil Works, we lead industries forward through cutting-edge engineering solutions from aerospace to biotechnology, pollution control to energy innovation.

Our clients depend on us not just for technical excellence, but for exceptional service.

That’s where you come in.

We are looking for a Remote Customer Support Specialist who brings intelligence, empathy, and ownership to every client interaction someone who will elevate the support experience as an extension of our engineering excellence.

What You’ll Be Doing:

– Serve as the first point of contact for clients, handling inquiries, troubleshooting issues, and providing timely, thoughtful solutions.

– Develop a deep understanding of our services from CFD modeling to physical modeling to better support client success.

– Communicate with professionalism, clarity, and technical fluency across email, live chat, and support ticketing platforms.

– Work cross-functionally with Engineering, Operations, and Project Management teams to ensure client needs are met and exceeded.

– Track client interactions, document cases clearly, and help refine internal processes to make service even better.

– Identify patterns and recurring challenges, bringing insights forward to drive improvements.

What You’ll Bring:

– 2+ years of Customer Support or Client Success experience, preferably supporting technical, scientific, or engineering clients.

– Strong communication skills able to simplify complex concepts for diverse audiences.

– Empathy, patience, and a solutions-oriented mindset.

– Highly organized and self-directed, thriving in a remote work environment.

– Comfortable with CRM tools (like HubSpot, Salesforce, or Zendesk) and remote collaboration tools (Slack, Zoom, etc.).

– Bonus points for background or strong interest in civil engineering, environmental sciences, aerospace, or biotechnology.

What We Offer:

At Heritage Civil Works, we don’t just invest in projects we invest in our people.

Here’s what you’ll receive when you join us:

– Comprehensive Health Insurance (medical, dental, vision)

– Professional Development Support (courses, certifications, leadership training)

– Generous Paid Time Off (PTO) and Paid Holidays

– 401(k) Retirement Plan with company matching

– Mental Health and Wellness Programs

– Performance-Based Bonuses

– Home Office Setup Stipend to ensure you’re ready to excel

– Career Advancement Opportunities grow with a company that’s building the future

Let’s Deliver Excellence Together

If you’re ready to combine world-class customer care with world-changing engineering innovation,

then Heritage Civil Works is where you belong.

Apply today.

Heritage Civil Works Engineering Tomorrow, Today.

Health Insurance
Paid Time off

To apply: https://weworkremotely.com/remote-jobs/heritage-civil-works-customer-support-specialist

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Plugin Genie: Generalist; FT or PT; MS Power Automate

Headquarters: USA

URL: http://plugingenie.com

I’m hiring a generalist to help run and grow our business. Our company embraces 100% remote work and flexible hours. This can be a full-time or a part-time position.

You will get to do a lot of different things in this role:

  1. Customer success & service: Onboarding, debugging
  2. Marketing content: SEO, videos
  3. Paid ads: AI, search
  4. Sales: Outreach to partners
  5. Review management
  6. One-off projects

I’d like to hire you if you:

  1. Have 1+ years’ experience with Microsoft Power Automate.
  2. Are self-motivated and can solve problems independently.
  3. Like to work on a variety of tasks.
  4. Have excellent written and verbal English skills.
  5. Live in North or South America.

My company is called Plugin Genie. I’ve only recently taken over management. We sell a connector between Monday.com and Microsoft Power Automate. This connector helps businesses who use Monday.com create automations to connect with the 1,000+ tools that Power Automate can talk to. This helps companies automate tedious workflows and integrate their various systems together, while still relying on Monday.com for their collaboration and work management.

You will be responsible for running the day-to-day operations. You’ll get to interact with customers to make sure they understand it, as well as helping them with any issues that come up. You’ll get to work on marketing efforts, creating articles, videos and ads. You’ll have a lot of autonomy to figure out how to best approach a problem. This will be an enjoyable role for the right person.

So, if you want to have a meaningful impact on a helpful product, and join a small, distributed team, then we should talk.

To apply, fill out the application here: https://forms.gle/7WHLEmLCBhTEHLdr6

Thanks,
Ben

P.S. I want you to be happy working for me. You’ll be evaluated on results, nothing else.

To apply: https://weworkremotely.com/remote-jobs/plugin-genie-generalist-ft-or-pt-ms-power-automate

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Gymflow: Customer Onboarding & Support Specialist (Remote, South Africa)

Headquarters: London, UK

URL: https://gymflow.io/

Customer Onboarding & Support Specialist (Remote, South Africa)

Full-Time | Remote | OTE R630,000 – R810,000 per annum Depending on experience


The Role

We’re hiring a Customer Onboarding & Support Specialist to:

  • Help new clients get set up and confident using Gymflow
  • Solve support tickets with empathy and clarity
  • Create documentation that reduces repeat questions
  • Run consultative product demos that close deals

You’ll be joining a small, focused team where your impact is immediate and visible.


What You’ll Be Responsible For

  • Client Onboarding & Training (40%)

    Run kickoff calls, deliver screen-share training, and guide customers from signup to first successful booking/payment.

  • Product Demos (40%)

    Run live demos for prospective customers—focused on solving their business pain, not pitching features.

  • Customer Support (15%)

    Handle tickets via Intercom, troubleshoot issues, escalate bugs, and follow up proactively.

  • Support Documentation (5%)

    Turn repeated questions into crisp, helpful articles, screenshots, and video tutorials.

  • Voice of the Customer (5%)

    Flag product issues, trends, and friction points to the engineering and product teams.


You’re a Fit If You Have…

  • At least 2+ years in SaaS onboarding, support, or customer success
  • Excellent written and spoken English—clear, friendly, and professional
  • Experience leading screen-share trainings or live product walkthroughs
  • Have excellent technical comprehension and can quickly understand how systems work and recommend solutions for client needs.
  • A process-oriented mindset—you look for ways to document, systemise, and improve
  • Comfort troubleshooting basic app issues (logs, browser tools, settings, APIs)

Nice-to-Haves

  • Familiarity with CRMs, Stripe, Zapier, or fitness industry tools
  • Experience working with Featurebase or other support chat tools, Notion, Linear, and Loom
  • Previous experience working in a fast-growing tech startup or B2B SaaS environment
  • Links to help docs, demo videos, or customer education content you’ve created
  • Proficiency in using AI tools to improve personal productivity

Tools We Use

· Notion · Loom · Linear · Stripe · Slack · Google Meet · Featurebase · Claude


What Success Looks Like in Year One

  • You’re leading new client onboarding and cutting time to value
  • Product demos convert 25%+ of leads
  • 95%+ CSAT score across 200+ tickets/month
  • Knowledge base content deflects >50% of common queries
  • Weekly product feedback from customers results in measurable improvements

Location & Compensation

  • Remote across South Africa or Europe, working in Greenwich Mean Time
  • Base Salary: R420,000 – R600,000 per year depending on experience
  • Sales Commission: Additional R210,000 OTE per year, commissions up-capped
  • Full-time employee or long-term contractor (preferred)

How to Apply

  1. Complete the application via this link
  2. Include a short Loom (max 5 min) sharing a time you made a customer process better.
  3. Share any support docs, videos, or demos you’ve created (if you have them).

We respond fast. Expect an intro call, a short exercise, and a final interview—all within two weeks if it’s a match.


 

To apply: https://weworkremotely.com/remote-jobs/gymflow-customer-onboarding-support-specialist-remote-south-africa

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Vestige: Client Relations Specialist (Full Time Contractor)

Headquarters: BVI

URL: https://vestigeholdingsgroup.com/

The Client Relations Specialist is a highly client-facing role responsible for managing real-time communication, onboarding, and ongoing support for both prospective and active clients.

Reporting to the Vice President and working closely with the Head of Client Relations, this individual serves as a primary point of contact across all communication channels — email, phone, text, and video — ensuring a seamless, responsive, and high-touch client experience.

This role is deeply embedded in the client lifecycle, frequently joining sales calls to initiate onboarding, supporting transaction requests, conducting client check-ins, and proactively following up to ensure all client activity — including deposits, withdrawals, broker requests, portal access, and event participation — is completed accurately and efficiently.

The ideal candidate is highly responsive, client-first, and brings a positive, solutions-oriented approach to every interaction, ensuring clients feel supported and confident at all times.

 


 

Key Responsibilities

Client Engagement & Communication

  • Serve as a primary, front-line point of contact for both prospective and active clients.

  • Communicate with clients throughout the day via email, phone, text, and video calls.

  • Be readily available to support clients in real time, including while they are at the bank initiating wires or requesting account actions.

  • Provide immediate guidance on wire instructions, funding confirmations, withdrawal processes, and portal access.

  • Join live sales calls (often without advance notice) to introduce onboarding and begin the account setup process immediately upon client commitment.

  • Conduct proactive client outreach, including check-ins to ensure client satisfaction and engagement.

  • Contact clients to confirm attendance for firm events and ensure a strong client experience.

  • Deliver a high-touch, patient, and professional experience — confidently guiding clients through questions and processes with clarity and positivity.

  • Adhere to all company communication standards, SLAs, and established processes.

 


 

Client Onboarding & Account Activation

  • Lead the onboarding process from initial introduction through account activation with each client.

  • Guide clients in real-time through onboarding steps, documentation, and account setup.

  • Collect and verify KYC documentation; coordinate directly with brokers for application processing and funding.

  • Coordinate with the tech team to provision and troubleshoot client portal access during onboarding.

  • Ensure a seamless transition from sales to active client with minimal friction or delay.

 


 

Client Support, Follow-Up & Retention

  • Proactively follow up with clients on outstanding requests, documentation, account actions, and portal access needs.

  • Track and follow up on deposit activity, including wires not yet received by the broker.

  • Coordinate withdrawal requests, including submission, tracking, and ongoing follow-ups with brokers.

  • Manage and fulfill broker document requests for active client accounts, ensuring timely collection and submission of required materials.

  • Coordinate with the tech team to resolve client portal access issues and ensure a smooth user experience.

  • Communicate clearly with clients regarding any additional documentation or system access needed to maintain or service their accounts.

  • Conduct regular client check-ins to ensure satisfaction and identify any issues early.

  • Ensure all client requests are completed accurately, efficiently, and with clear communication.

 


 

Transaction Support & Tracking

  • Act as the central point of coordination for all client transaction activity.

  • Track deposits, withdrawals, and account funding status from initiation through completion.

  • Liaise with brokers and internal teams to ensure timely processing and issue resolution.

  • Maintain clear visibility and communication with clients regarding transaction timelines and status.

 


 

Client Communications & Inbox Management

  • Manage onboarding and client support inboxes as high-volume communication channels.

  • Monitor, triage, and respond to incoming client and prospect inquiries in real time.

  • Respond to introducer-related emails within the support inbox and coordinate with the Vice President as needed.

  • Escalate urgent or complex issues to the Vice President or coordinate internally as needed.

  • Maintain communication logs and ensure no client or introducer request goes unaddressed.

  • Follow all company communication standards, SLAs, and response protocols.

 


 

Broker & Internal Coordination

  • Work directly with partner brokers to coordinate account setup, deposits, withdrawals, and ongoing account maintenance.

  • Track and manage broker requests, including documentation, updates, and compliance-related items for active clients.

  • Collaborate with the Head of Client Relations on outreach, follow-ups, and overall client experience.

  • Coordinate with the tech team on client portal access, permissions, and issue resolution.

  • Coordinate with Sales and Trading teams to ensure alignment across the client lifecycle.

  • Maintain organized records of all client interactions, transactions, and documentation.

 


 

Executive & Operational Support

  • Support the Vice President with additional tasks, client-related initiatives, and operational needs as requested.

  • Assist with tracking, reporting, and follow-ups tied to client activity and firm initiatives.

  • Maintain accurate CRM records, onboarding data, and client documentation.

  • Ensure all processes are compliant, documented, and audit-ready.

 


 

Qualifications

  • 2–4 years of experience in a client-facing role (client services, onboarding, account management, or similar; financial services preferred).

  • Strong communication skills with confidence speaking to clients across phone, video, and written channels.

  • Comfortable being highly available and responsive throughout the day for real-time client needs.

  • Naturally positive, patient, and client-focused with the ability to guide clients through questions with clarity and professionalism.

  • Highly organized with strong attention to detail and follow-through.

  • Ability to manage multiple conversations, requests, and priorities simultaneously.

  • Proficiency in CRM systems, Google Workspace, and communication tools.

  • Experience working cross-functionally with technical teams or supporting client-facing platforms is a plus.

  • Professional demeanor with high integrity and discretion in handling client information.

  • Internet and phone access required

 


 

Position Details

  • Hiring Location: Canada

  • Type: Full Time Contractor

  • Time Zone: Central Time (or comfortably work in Central)

  • Travel: 2-3x per year

  • Language: English (required) and French (preferred)

  • Compensation: $65,000 USD + $150 USD per new onboarded and funded account

 

To apply: https://weworkremotely.com/remote-jobs/vestige-client-relations-specialist-full-time-contractor

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