Client Solutions Specialist

PETROS FINANCIAL GROUP LLC
Richmond, VA, United States
9 days ago
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Role details

Contract type
Permanent contract
Employment type
Full-time (> 32 hours)
Compensation
$45,760.0 - $50,500.0
Working hours
Shift work

Tech stack

Software Tools Software Systems Web Platforms

Job description

We’re looking for dependable, people-focused individuals to support clients throughout different stages of the service process. This role blends client communication, organization, follow-up, scheduling, research, and general coordination. Depending on the client’s needs, you may also assist with reservation details, travel-related requests, or other service-based arrangements. The goal is simple: keep communication clear, information organized, and the client experience moving in the right direction. Previous industry experience is not required. Training, resources, and continued support are provided. What You’ll Be Doing Your responsibilities may include:

  • Communicating with clients regarding needs, preferences, and next steps
  • Following up on inquiries, requests, and pending information
  • Coordinating schedules, appointments, reservations, or service details
  • Maintaining accurate client records and notes
  • Researching options and gathering information when needed
  • Providing timely updates throughout the client process
  • Assisting with changes, special requests, or adjustments
  • Helping clients understand available options and services
  • Supporting general customer service and client retention efforts
  • Keeping multiple tasks organized while meeting deadlines

Some assignments may involve travel, hospitality, reservations, or destination-related coordination, but the role is not limited to travel services. What We Look For A strong candidate is someone who is:

  • Comfortable working with people
  • Organized and dependable
  • Confident communicating through email, phone, or online platforms
  • Able to manage several priorities at once
  • Self-motivated in a remote environment
  • Comfortable learning digital tools and systems
  • Professional and solution-oriented
  • Willing to follow up and take initiative
  • Able to listen to client needs and recommend appropriate next steps

Experience in customer service, sales, administration, scheduling, hospitality, reservations, or client relations can be helpful, but it is not required. Areas You May Gain Experience In Client Services Supporting inquiries, requests, follow-up, and ongoing communication. Customer Experience Helping create a smooth and professional experience from first contact through completion. Sales Support Learning how to understand client needs, present options, and assist with service decisions. Administrative Coordination Managing records, schedules, confirmations, deadlines, and important details. Reservations and Planning Assisting with appointments, bookings, travel-related arrangements, or other scheduled services when applicable. What the Work Environment Looks Like This is a fully remote position designed for individuals who are comfortable working independently while remaining connected to a team. You can expect:

  • Flexible scheduling
  • Remote work
  • Training and onboarding
  • Ongoing resources and support
  • Access to online tools and systems
  • Opportunities to strengthen client service and communication skills
  • Exposure to multiple areas including customer service, coordination, sales, and planning
  • Growth potential based on consistency and performance

Requirements

You enjoy talking with people and helping them find solutions. You are naturally organized and good at following up. You prefer a role with variety rather than doing the exact same task every day. You are comfortable working independently. You enjoy learning about different services, destinations, products, or options. You want to build experience in client relations, sales support, administration, customer service, or planning.

About the company

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