Client Specialist

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GFI Team Ikigai

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2023

💸 Finance

📚 Education

Finance • Education

GFI Team Ikigai is a financial education and services firm (branded Global Financial Impact) that helps families understand money the way the wealthy do—how to grow it, protect it, and make it work for them. The organization emphasizes that its services are free with no minimum investment required, and frames its work around the founder Tracy’s concept of "Ikigai"—aligning mission, passion, profession, and vocation. They offer financial education and advisory-style services aimed at family/consumer audiences.

📋 Description

• Serve as a key contact and liaison for clients to ensure their total satisfaction • Interact with clients & associates providing support needed in a timely, professional and courteous manner • Share financial knowledge, education, and strategies for business matters, investments, insurance based protection, retirement, savings and estate planning • Help clients develop customized financial plans that fit their unique needs and goals • Provide expert advice on improving financial situations, budgeting, debt reduction, investing, and retirement planning • Collaborate with a team of like-minded individuals who share a passion for making a difference

🎯 Requirements

• Customer service, leadership and management backgrounds are preferred • Must pass a background check • 18 Years or older • U.S. citizen • Entrepreneurially-minded + self-motivated • Education/Coaching/Military/Elite Athlete backgrounds are a great fit!

🏖️ Benefits

• Training/Coaching included • Personally customized scheduling • Leadership development