A financial planning software companyHiring

Client Support Specialist

  • USD 48,000 to 61,000 per year
  • Remote, worldwide
  • Mid-level
  • Posted 4 weeks ago
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In one line

Call centre support job helping financial advisors use a planning platform, answering questions by phone, chat and email.

About the role

Support work covers at least ten areas of the platform, and cases go to tier two or management when they get too complex. Pay is $48,000 to $61,000 a year.

At a glance

Pay
USD 48,000 to 61,000 per year
Remote scope
Remote, worldwide
Seniority
Mid-level
Skills
Salesforce, MS Office, Outlook, Excel, Financial planning
Posted
7 Oct 2026
Last checked
3 Nov 2026

What you will do

  • Take a heavy load of calls, chats and emails about the platform, with cases getting harder over time
  • Help advisors with technical questions and run through financial planning scenarios with them
  • Log each interaction clearly and pass complex cases up to tier two when needed

What they look for

  • Two or more years in call centre, customer service or support work, or comparable internal experience
  • A bachelor's degree or equivalent experience, plus familiarity with web applications
  • Comfort with financial terms and concepts, and solid problem solving
  • Clear communication for technical and non-technical audiences, and MS Office skills

Nice to have

  • Salesforce or other CRM experience, Spanish fluency, or knowledge of retirement, estate, insurance or education planning

How Keywordise applies for you

  1. 1Upload your CVAdd your CV once. It takes about a minute.
  2. 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
  3. 3The form fills itselfName, email, experience and screening questions, field by field.
  4. 4Application sentYou get a receipt and follow it in your dashboard.

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ClaudeConnectorChatGPTConnectorMuseby Meta

Claude

  1. In Claude, open Settings, then Connectors, and choose Add custom connector.
  2. Name it Keywordise and paste the connector URL.
  3. Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

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ChatGPT

  1. In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
  2. Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
  3. Log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

Muse

  1. Open Muse (muse.ai or the app) and send it the message below.
  2. If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
  3. Send the prompt. Muse asks before it sends anything.
Message for Muse
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.

Muse is available in the US only for now.

Prompt
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How to connect

Questions about this job

Is this a remote job, and where can I work from?

Yes. The posting lists Client Support Specialist as a remote role open to candidates worldwide.

What does this job pay?

The posting states USD 48,000 to 61,000 per year.

What experience is needed?

It is a mid-level role. The posting asks for: two or more years in call centre, customer service or support work, or comparable internal experience; a bachelor's degree or equivalent experience, plus familiarity with web applications; comfort with financial terms and concepts, and solid problem solving. Skills it names include Salesforce, MS Office, Outlook, Excel.

How do I apply with Keywordise AI?

Select Apply with Keywordise AI, sign up and upload your CV. Keywordise writes a CV and a cover letter for this job from your real experience and applies for you. The 7-day free trial needs no card.

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