Virtual - Client Portfolio Specialist at AO - Anebo (A-Team) Agency · United States · Joined
AA
Virtual - Client Portfolio Specialist
AO - Anebo (A-Team) Agency · United States · Just now · 0 applicants
NewRemoteFull-timeJunior
Pay
Pay not listed
Workplace
Remote
Job type
Full-time
Level
Junior
Source: jobright · Posted by joined-scrapper
About the role
A virtual Client Portfolio Specialist will assess client needs, explain available options, and maintain client relationships while performing administrative tasks such as note-taking, scheduling appointments, and updating the CRM.
What you’ll do
Assess client needs
Explain product options
Maintain client relationships
Take notes
Schedule appointments
Update CRM
What you’ll need
Driven
Trainable
Dependable
Comfortable with competition
Comfortable being on camera
Original job description
AO - Anebo (A-Team) Agency is hiring a Virtual Client Portfolio Specialist to assess client needs, explain options, and maintain client relationships. The role also includes administrative tasks such as notes, appointments, and CRM upkeep.DrivenTrainableDependableComfortable competingFine with a camera