Customer Service Representative
About The Position
Were seeking a client-focused Customer Service Representative to support customers within a structured, advisor-led service model. In this role, youll play a key part in guiding clients, coordinating important details, and ensuring their experience is organized, responsive, and seamless from beginning to completion. Youll collaborate closely with assigned advisors to manage client communications, address questions, and provide timely updates related to scheduling, confirmations, and next steps. This fully remote position is ideal for someone who enjoys helping others, staying organized, and delivering consistent, high-quality service in a process-driven environment.
Requirements
- Strong communication and interpersonal skills
- Customer service mindset with attention to detail
- Comfortable working independently in a remote setting
- Professional, reliable, and confident using technology and internal systems
- Must be a citizen of the US, Uk, Australia, LATAM, or Spain
Responsibilities
- Provide support to customers in partnership with their assigned advisor
- Respond promptly to inquiries with clear, accurate information
- Assist with scheduling, confirmations, and routine follow-ups
- Maintain organized records and ensure all client details are documented accurately
- Help create a smooth, professional client experience at every stage
Benefits
- 100% remote flexibility
- Structured training and ongoing support
- Clear opportunities for growth within a collaborative, supportive team
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
