Customer Support Specialist - Live Chat - Remote

Overview

Sweetgum Labs Wealth Management is looking for a motivated and empathetic Customer Support Specialist to join our team as a Live Chat Support representative. In this role, you will be the front-line support for our clients, providing exceptional service and assistance as they navigate their financial planning journeys. You will contribute to our mission of integrating financial wellness with environmental sustainability by ensuring that our clients feel heard, informed, and supported.

In Short

• Provide real-time support to clients via live chat, addressing inquiries and resolving issues promptly
• Identify and escalate critical issues while maintaining a high level of service
• Document client interactions accurately in the CRM system
• Collaborate with the sales and financial planning teams to ensure a consistent client experience
• Assist in the development of FAQs and other support documentation
• Gather client feedback to help improve services and processes
• Stay up-to-date on product knowledge and industry trends to effectively assist clients

Requirements

• Strong communication skills
• Empathy and customer-focused attitude
• Experience in customer support or related field
• Ability to work independently and as part of a team
• Familiarity with CRM software
• Problem-solving skills
• Ability to handle multiple tasks and priorities

Benefits

• Flexible working hours
• Opportunity to work from home
• Supportive team environment
• Professional development opportunities
• Health and wellness benefits