[Remote] Client Services Trainer

Note: The job is a remote job and is open to candidates in USA. Oath is a mission-driven company that helps clients prioritize what matters most through estate and financial planning. The Client Services Trainer will develop and deliver training programs for Client Service Coordinators, lead onboarding and coaching, create learning materials, and measure training effectiveness to improve team performance.

Responsibilities

• Ask thoughtful questions, listen to feedback, and observe team performance to identify opportunities for improvement
• Enhance and maintain training curricula while ensuring programs remain effective, practical, and scalable
• Develop engaging physical and digital training materials, including videos, presentations, guides, and case studies
• Lead onboarding and training programs for new CSC’s
• Conduct individual and team coaching sessions focused on strengths, development areas, and performance goals
• Monitor team objectives, performance metrics, and results to measure training effectiveness
• Develop engaging learning experiences that help client service coordinators build confidence and strengthen their day-to-day processes
• Collect feedback from trainees and managers to continuously improve training programs
• Report on the impact and outcomes of training initiatives, including improvements in team performance
• Maintain organized and up-to-date records of training materials, curricula, participation, and associated costs
• Partner with leadership and team members to reinforce best practices and create a culture of continuous learning

Skills

• Proven experience as a Trainer, Training Specialist, Learning & Development professional, or similar role
• Ability to manage the full training cycle, including in-person activities, onboarding, coaching, and web-based learning
• Hands-on experience with e-learning platforms and modern training methodologies
• Strong organizational and project management skills
• Excellent communication, facilitation, and presentation abilities
• Ability to ask thoughtful questions, listen effectively, and adapt training based on individual and team needs
• Ability to motivate, coach, and influence individuals with diverse backgrounds and experience levels
• Strong attention to detail, diligence, and follow-through
• A collaborative, team-oriented mindset and a genuine desire to help others succeed
• Willingness and ability to travel up to 20 weeks per year
• Additional certifications in training, coaching, adult learning, or a related field are a plus

Benefits

• Health, dental, and vision insurance with company contributions
• 401(k) with employer matching
• A collaborative, people-first culture focused on growth and impact
• Opportunities to directly influence team performance and organizational success
• The opportunity to help develop teams serving thousands of clients nationwide
• The chance to be part of a mission-driven company helping families plan for and protect their futures

Company Overview

• Oath is a law firm that renders complete, strategical and reasonable solutions on estate planning and attorney services. It was founded in 2010, and is headquartered in Oklahoma City, Oklahoma, USA, with a workforce of 51-200 employees. Its website is https://www.oath.law/.