Remote Client Service Representative

Overview

This is a full-time, fully remote opportunity to work in a dynamic, fast-paced environment where you will play a key role in delivering exceptional customer service and ensuring high client satisfaction.

In Short

• Respond to customer inquiries via phone, email, and chat.
• Use a suite of technology tools (Microsoft Suite, Salesforce, ZOHO, Hodu).
• Escalate and distribute issues to appropriate departments.
• Record, review, and follow up on customer requests.
• Investigate, research, and propose solutions to client issues.
• Update customer records accurately during conversations.
• Consistently meet and exceed KPIs.

Requirements

• Strong communication skills.
• Ability to work independently.
• Empathy and a passion for helping customers.
• Experience in customer service.
• Ability to meet performance targets.

Benefits

• Fully remote work environment.
• Dynamic and fast-paced work culture.
• Opportunity for growth within the financial services sector.