חברות הייטק בישראל ‹ Nardis Advisors ‹ Client Service Associate (Part-Time, Remote - Israel)
Client Service Associate (Part-Time, Remote - Israel)
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
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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.”
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Position: Client Service Associate (Part-Time, Remote - Israel)
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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/