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Customer Service Representative (Financial Services) - Remote

Posted 13 hours ago
Customer Service
Full Time
Worldwide

Overview

The company specializes in tax preparation, client onboarding, and financial services, seeking a Customer Service Representative to enhance client interactions and streamline processes.

In Short

  • Handle client onboarding after sales close
  • Manage follow-ups and document collection
  • Answer tax-related questions
  • Coordinate with sales and office teams
  • Manage inbound calls and schedule meetings
  • Maintain communication threads in Go High Level
  • Support administrative projects and database updates
  • Engage customers proactively
  • Perform ad hoc tasks as needed

Requirements

  • 4 years of experience in Customer Service
  • Experience in Financial Services and Tax-related industry
  • Excellent English communication skills
  • Strong organizational and time management skills
  • Tech savvy with CRM and VoIP familiarity
  • Knowledge of online calendars
  • Proactive with attention to detail
  • Able to work on a graveyard shift

Benefits

  • Health Insurance (HMO)
  • Performance Incentives
  • Job Security and Stability
  • Paid Training
  • Inclusive Culture
  • Upskilling Opportunities
  • 100% Work-From-Home
  • Supportive Team Environment
  • Career Growth Opportunities
  • Holiday & Overtime Pay
Getwingapp logo

Getwingapp

Wing Assistant is a forward-thinking company dedicated to redefining the future of work for businesses globally. With a mission to be the one-stop shop for companies seeking to build world-class teams and streamline their operations, Wing Assistant offers remote job opportunities, particularly for Filipino candidates. The company emphasizes a supportive and inclusive culture, providing various benefits such as health insurance, performance incentives, and opportunities for career growth. Wing Assistant is committed to maintaining high standards in accounting and finance, ensuring compliance with international tax regulations while fostering a fun and engaging work environment.

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