About the Role
We're looking for a detail-oriented and client-focused Business Support Manager (BSM) to support our financial consultants in managing a clientele base of 80–120 clients. In this role, you'll be the primary point of contact for client relationships, handling inquiries, policy reminders, appointment coordination, and engagement initiatives. This position plays a key part in ensuring each client feels valued and supported.
Students are welcome to apply — this is a great opportunity for students seeking practical experience in client relationship management and financial services, with scheduling that can accommodate academic commitments.
Key Responsibilities
Client Relationship Management
- Manage client relationships and ensure a high standard of client satisfaction across your assigned financial consultant's 80–120 clients
- Respond to client inquiries and resolve issues within a 12-hour turnaround time
- Provide timely updates on client claims approvals through direct messaging and screenshots
- Maintain accurate client records, tierings, and database updates on a monthly basis
Policy & Premium Support
- Send direct message reminders to clients with overdue premiums exceeding 30 days
- Make phone call reminders to clients with overdue premiums, notifying them 2 weeks prior to policy lapse
- Keep clients informed of important policy milestones and deadlines
Scheduling & Coordination
- Coordinate and schedule doctor appointments between clients and clinics
Engagement & Communication
- Assist in developing and implementing special occasion giftings and client appreciation events
- Provide quarterly investment updates to relevant clients
- Set up daily reminders for client birthdays
Additional Duties
- Manage assigned BSM corporate line
- Perform any other duties as assigned
Requirements
- Excellent written and verbal communication skills
- Strong organizational skills and ability to manage multiple clients and deadlines simultaneously
- Proficiency with Canva and Excel
- Ability to work independently and maintain confidentiality with client information
- High attention to detail and commitment to follow-through
What We Offer
- $300 - $400 per month
- Fully Remote Role
- Supportive environment with on-the-job training, ideal for students or those looking for a side hustle
Pay: From $300.00 per month
Benefits:
- Flexible schedule
- Work from home
Work Location: Remote