Customer Service Representative (REMOTE)
Perks & Benefits:
We created our integrated strategy to ensure we provide exceptional service that meets our clients at every stage of life. So, whether you are a young executive just starting out, navigating the stages of early retirement planning, running your own business, or are interested in legacy planning--we'll guide you through every step.
Desired Qualifications
- High school diploma, general education degree, or equivalent.
- Ability to stay calm when customers are stressed or upset.
- Comfortable using computers.
- Experience working with customer support.
- Maintaining a positive, empathetic, and professional attitude toward customers at all times.
- Responding promptly to customer inquiries.
- Communicating with customers through various channels.
- Acknowledging and resolving customer complaints.
- Knowing our products inside and out so that you can answer questions.
- Processing orders, forms, applications, and requests.
- Keeping records of customer interactions, transactions, comments, and complaints.
- Communicating and coordinating with colleagues as necessary.
- Providing feedback on the efficiency of the customer service process.
- Managing a team of junior customer service representatives.
- Ensure customer satisfaction and provide professional customer support.
- Competitive salary.
- Health benefits.
- Flexible work arrangements.
- Professional development opportunities.
- Generous paid time off.
- Retirement savings options.
- Employee discounts and perks.
- Diversity and inclusion initiatives.
- Company culture and values.
- Opportunities for advancement.
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