Customer Support Representative

Job Summary:

Seeking a detail-oriented professional to provide customer support and financial guidance. The role involves assisting clients with account management, answering inquiries, and offering resources to help customers make informed financial decisions. No prior finance experience is required.

Responsibilities:

• Respond to customer inquiries related to financial accounts and transactions.
• Provide guidance on withdrawals, loans, and account maintenance.
• Deliver education and resources to support financial decision-making.
• Engage in comprehensive training to develop expertise in financial services.
• Handle customer interactions professionally and efficiently via phone and digital channels.
• Participate in team activities, career coaching, and skill development programs.

Qualifications and Experience:

• Minimum of one year of customer service experience.
• High school diploma or GED required.
• Strong communication and interpersonal skills.
• Ability to navigate and troubleshoot basic technology issues.
• Adaptability to various work environments and schedules.
• Self-motivated with a passion for assisting others.

Benefits:

• 401(K) with company match.
• Health, dental, and vision insurance.
• Paid time off and parental leave.
• Tuition reimbursement and student loan assistance.
• Wellness programs and fitness reimbursement.
• Backup dependent care and concierge services.

About Company:

A leading financial services firm committed to helping individuals invest and plan for their future. The company supports employees through flexible benefits, training opportunities, and a culture of inclusion and growth.