חברות הייטק בישראלNardis AdvisorsClient Service Associate (Part-Time, Remote - Israel)

Client Service Associate (Part-Time, Remote - Israel)

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Nardis Advisors· Financial Services
IsraelPART_TIME

כישורים מהמשרה

Client communication via phone and emailBilingual communication in English and HebrewCRM maintenance and accurate loggingAdministrative processing for client/account requestsCoordinating money movements (wires/transfers)Cross-border U.S.-Israel financial coordinationFinancial services/wealth management literacyRemote collaboration tools proficiencyMicrosoft Office proficiencyProfessional self-management in a home-office environment

תיאור המשרה

We're Hiring! Client Service Associate (Part-Time, Remote - Israel) - Nardis Advisors LLC Skip to content Client Service Associate (Part-Time, Remote - Israel) Israel Client Services Part-time Apply Now Compensation: Hourly Basis Role Summary Nardis Advisors is seeking a professional, detail-oriented Client Service Associate located in Israel to support our growing base of U.S. expat clients. This is a part-time, remote role paid on an hourly basis . The primary objective of this position is to provide high-touch client support during Israel business hours, effectively managing client needs while our U.S. team is offline. Key Responsibilities • Client Communication: Act as the first point of contact for Israel-based clients during their local workday, handling inquiries via phone and email in both English and Hebrew. • Operational Support: Process administrative requests such as account openings, documentation preparation, and coordinating money movements (wires/transfers). • Cross-Border Liaison: Assist clients with the nuances of U.S.-Israel financial logistics, including local banking coordination. • CRM Maintenance: Ensure all client interactions and tasks are meticulously logged and updated in the firm’s CRM system. Requirements • U.S. Corporate Experience: You must have previous experience working in a corporate environment within the United States. Familiarity with U.S. business etiquette and professional standards is essential. • Language Skills: Complete fluency in English (native level) and Hebrew is required. • Financial Literacy: Prior experience in financial services, wealth management, or a high-level administrative role is preferred. • Technical Proficiency: Comfortable working with remote collaboration tools, CRMs, and Microsoft Office. • Reliability: As a remote employee, you must be self-motivated and maintain a professional home-office environment. Compensation & Schedule • Hourly Pay: This position is compensated on an hourly basis . The specific rate will be determined based on the candidate’s level of corporate experience. • Hours: Part-time, flexible schedule. • Time Zone: Work is performed during Israel business hours , providing critical coverage “outside of U.S. hours.” Apply for Position × Position: Client Service Associate (Part-Time, Remote - Israel) First Name * Last Name * Email Address * Address Phone Number * Resume PDF, DOC, or DOCX format. Maximum file size: 5MB. (Optional) Cancel Submit Application Submitting... Navigate Services/Resources Frequently Asked Questions Blog Our Story How We Help Americans Abroad Contact Subscribe to Our Newsletter Stay up to date and receive the latest from Nardis, with resources such as our monthly blog and access to complimentary webinars. Subscribe to Our Newsletter Name * Email * Select list(s) to subscribe to Nardis Newsletter Signups Example: Yes, I would like to receive emails from Nardis Advisors LLC. (You can unsubscribe anytime) Constant Contact Use. Please leave this field blank. By submitting this form, you are consenting to receive marketing emails from: . You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact Subscribe 2026 Nardis Advisors | Consumer Disclosure | Privacy Policy | Form CRS | Form ADV • Facebook • LinkedIn
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על Nardis Advisors

We are a fee-only, fiduciary advisor serving US expats, with a special focus on Israel. We cater to the special financial needs of US expatriates. Our goal is to give you control of your US-based wealth. For consumer disclosures, see here: https://nardisadvisors.com/consumer-disclosure/

לעמוד החברה