Operations & Client Success Assistant

Posted 3 days ago

Worldwide

Summary

Growing financial planning and insurance firm seeking a reliable, organized Operations & Client Success Assistant to help manage day-to-day operations. Responsibilities include managing client relationships, coordinating schedules, and ensuring smooth office operations. The ideal candidate will have strong communication skills and be able to work independently.

More than 30 hrs/week
Hourly
6+ months
Duration
Intermediate
Experience Level
$5.00
-
$12.00
Hourly
Remote Job
Complex project
Project Type

Skills and Expertise

Mandatory skills

Email Communication

Administrative Support

Nice-to-have skills

Microsoft Word

Customer Service

Activity on this job

Proposals:20 to 50
Interviewing:
0
Invites sent:
0
Unanswered invites:
0

About the client

Member since Mar 5, 2020

United States
Worcester1:36 PM
$20 total spent
1 hire, 0 active
2 hours
Mid-sized company (10-99 people)

Explore similar jobs on Upwork

UGC Performance Marketing & Operations - Growth Marketing & Opera…Hourly‐ Posted 11 months ago

Lead Generation

Outbound Sales

Ad Campaign

Cold Calling

Sales

Communication Skills

KPI Metric Development

Ad Creative

Transaction Coordinator/Admin SupportHourly‐ Posted 4 weeks ago

Real Estate

Canva

ChatGPT

Google Docs

Google Sheets

Gemini

Administrative Support

Virtual Assistance

Communications

File Management

How it works

Create your free profile
Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
Work the way you want
Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
Get paid securely
From contract to payment, we help you work safely and get paid securely.