This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. The annual salary for this position is $60,000 Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position. Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses? For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses.. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. We aim to inspire and empower you just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path. At Guidant, we believe in empowering our employees to make a genuine difference for our clients and their own professional paths. Our commitment to ownership is reflected in our daily work through accountability, innovative problem-solving, and diligent follow-through. We are on an exciting journey towards becoming an ESOP company, further solidifying our dedication to shared accountability and long-term prosperity. Our Values Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way. Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself. Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better. Role Summary As a Client Relations Specialist, you’ll be the primary point of contact for clients in our Bookkeeping and Tax Services department, guiding them through onboarding and supporting them throughout their journey. You’ll lead client meetings, coordinate workflows, and help clients understand both the technical setup and ongoing services we provide. This role blends customer experience, accounting knowledge, and operational coordination—requiring clear communication, attention to detail, and the ability to manage multiple clients at once. You’ll work cross-functionally with internal teams while ensuring clients feel supported, informed, and set up for success. What You'll Be Doing - Lead onboarding meetings and guide clients through their service setup and expectations - Educate clients on accounting best practices and software (e.g., QuickBooks Online) - Support technical setup including bank feeds, integrations, payroll imports, and account connections - Manage client communications, answering questions related to accounting, services, pricing, and processes - Help clients navigate product changes, including upgrades, downgrades, and billing adjustments - Proactively manage client workflows and timelines to ensure a smooth onboarding experience - Resolve client issues and prevent escalations through strong problem-solving and communication - Collaborate with internal teams to coordinate client needs and improve processes - Build a strong understanding of small business operations across various industries What Makes You Successful - You can simplify complex topics for clients - You stay organized and proactive in a fast-paced environment - You take ownership of client experience and outcomes - You’re comfortable working independently while collaborating with a team

• Providing customer support via phone, email, and our ticketing system (Zendesk) • Resolve, triage, or escalate support issues as appropriate • Conduct screen-sharing calls to troubleshoot issues or answer questions • Create and/or update customer facing training materials as needed • Provide customer training, education, and process improvement where applicable • Continuously learn and become proficient with our software • Create a positive customer support experience

Role Description AO Globe Life is hiring Remote Client Support Specialists to assist families nationwide in accessing essential supplemental benefit programs—all from home. This mission-driven, remote-first opportunity is designed to provide professional development, meaningful work, and long-term career growth. Whether you are beginning your career or seeking a new direction, this role offers the flexibility, structure, and advancement potential to build both impact and stability. - Conduct virtual consultations to understand each client’s needs - Guide individuals and families through available benefit options with clarity and professionalism - Support clients throughout the enrollment process - Maintain accurate and organized digital records - Provide timely follow-up and deliver exceptional client service - Participate in ongoing training, mentorship, and team development Qualifications - Strong communicators who prioritize client experience - Organized, adaptable professionals who work well independently - Individuals comfortable using Zoom and cloud-based systems - Backgrounds in customer service, consulting, hospitality, or advisory roles (preferred, not required) - Growth-minded professionals open to mentorship and development Requirements - Authorized to work in the United States - Reliable high-speed internet connection - Windows-based laptop or PC with a working webcam Benefits - 100% remote position available to U.S.-based candidates - Flexible scheduling to support work–life balance - Inbound client interest — no cold outreach - Weekly pay via direct deposit - Structured renewal income opportunities for long-term growth - Comprehensive training and licensing support - Clear advancement pathways into leadership roles - Collaborative, supportive team culture Company Description For over 70 years, AO Globe Life has partnered with unions, credit unions, veterans’ organizations, and associations to provide supplemental benefits that protect working-class families nationwide. Our remote-first culture is built on service, integrity, and empowering our team members to build meaningful, flexible careers. If you’re ready to build a career that blends purpose, flexibility, and long-term growth, we encourage you to apply today.

• Consistently deliver a hospitality-driven, empathetic call and message tone that reflects Owner’s standards for care, professionalism, and respect, even in high-pressure or emotionally charged situations • Deliver timely, accurate, and empathetic support across a high volume of inbound phone calls, as well as some chats and emails from restaurant owners and their guests • Effectively manage multiple concurrent conversations and tasks, maintaining strong organization, prioritization, and follow-through across all workstreams • Take ownership of complex or high-priority issues, using structured problem-solving, sound judgment, and clear communication to drive resolution • Consistently meet or exceed a 90%+ customer satisfaction score while maintaining quality and accuracy • Document customer interactions clearly and thoroughly in Salesforce to ensure continuity, visibility, and accountability • Collaborate closely with teammates in Slack to provide consistent, high-quality support and a strong team experience • Share knowledge, feedback, and best practices that raise the bar for the entire support team • Identify patterns and recurring issues, and surface insights that help improve tools, processes, and documentation for customers and internal teams