Why this grade This listing scored 54/100, which is a D. It lost the most ground on pay transparency. See the breakdown
- Description depth 20 / 20 How much the posting actually says about the work, measured in characters of real text.
- Freshness 15 / 15 How recently it was posted. Older postings are likelier to be filled or abandoned.
- Remote clarity 8 / 15 Whether "remote" means anywhere, or is quietly restricted to one country.
- Role specificity 6 / 10 Whether the listing is tagged well enough to tell what the role actually is.
- Corroboration 5 / 10 Whether more than one source carries this listing.
- Pay transparency 0 / 25 A published salary range, worth more than any other single factor because it is what a candidate cannot find out without applying.
Every figure above is arithmetic over the posting itself — its salary field, its text, its age, its tags and how many sources carry it. How the grades work →
This listing does not state a salary
$40k – $62k
That is the middle half of what comparable roles paid on this board over the last 90 days — 82 listings that did publish a figure, median $53k. It is not this employer's offer, and we have no idea what they pay. It is only what the rest of the market advertised.
Customer Service Entry level Full Time
This position is great for anyone who has had demonstrated strong interest in personal finance or economics and who has had, and currently wants, a fully remote job in service of clients online.
This job requires you to learn extensively about how to handle disability insurance and money management for families in the USA. You must have a passion for this to thrive in this role. This knowledge will allow you to support 100 to 250 families with their finances. This includes email correspondence with them in a friendly professional tone in English.
The client service associate is the main contact with clients and our advisors, as well as the manager for everything the client wants to get done.
Your job is to support our advisors with various tasks which include preparing for meetings, transcribing meeting notes, preparing email follow-ups, putting files where they go, putting data into the CRM where it goes and finding new ways to help. This work will require learning our company software which is built on Microsoft systems.
You will be expected to keep learning about the company's services and how we deliver them, learn about our company processes and systems, and keep forging your own career path within the company. Using good teamwork skills is very important in our company.
The company provides financial services such as financial advising, insurance, legal and tax services to medical doctors and their families in the USA. We have been around for 12 years. Our #1 value is to do well by doing good.
Our company currently has 8 colleagues working from Colombia or Argentina as independent consultants. They hold various important positions in our company including 2 people in this role. Our company has colleagues working from 7 countries currently.
Candidates with experience with US finances or completion of the SIE certification should send a follow-up email after applying for special consideration.
REQUIREMENTS
- Live in Colombia or Argentina
- Demonstrated strong interest in finances
- Enjoy working alone, but also collaborating tightly with a team
- A dedicated room for your daily work
- Write English well
Only applications in English will be considered.
Originally posted on Himalayas
Apply for this role Opens himalayas.app — the link as listed; we have not yet verified it is the employer's own page
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Where this listing came from
- 12 Oct 2026 Himalayas first sighting
Seen on 1 board over 0 days.