Customer Services Rep Remote

We are a small company, and work-life balance is important to us. You will have a great deal of flexibility in your work here. This includes possibly working from home and coming into the office one to two times a week. What we care about are the projects getting done on time, being responsive to phone and email requests, and the work being done accurately.

As a business, we have set up systems and procedures to make our office run smoothly and efficiently so clients get exactly the same service we want them to have. But don t think that means we are a cold machine far from it. We are on a continuous improvement quest! and nbsp;

Clients expect outstanding service and attention to detail when it comes to their financial life plans. That means we need someone to help us achieve this and ensure all the systems work properly. Part of your responsibilities will be to double-check our systems and update those that need it. You may also need to be able to create effective new systems to accommodate other current clients. and nbsp;

The ideal candidate will need to keep all records up to date and in perfect order so that our whole system works without a glitch. and nbsp;

The Customer Services Representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customers problem. Must be willing to listen, learn, and resolve any customer inquiry.

Customer Services Representative Job Duties and Responsibilities:

Excellent customer care and focus; ability to assess customers needs and provide the correct answer, path, troubleshooting, or method for a positive customer experience

Answer and manage incoming calls, emails, chats, and/or interactive voice response systems

Ability to learn and follow all customer service procedures and policies

Strive to meet and go above personal and team target goals

Record, organize and file customer interactions and account changes

Able to up-sell if needed

Able to schedule call back and appoints to resolve customer needs

Requirements

Previous experience in customer support, client services, sales, or a related field

Excellent at communicating over the phone and other communication platforms

Basic computer skills and experience

Able to multitask

Excellent time management and prioritization skills

Ability to listen actively, relay information, and answer questions and/or concerns.

Customer-focused for positive customer experience and resolution

Health Insurance (dental and vision included)

Excellent retirement plan

Tremendous upward mobility into other positions and management

Flexible hours

Remote Position(s) available (work from home)

Our Benefits Include:

and nbsp; and nbsp;A comprehensive new hire training program designed to help set you up for success

and nbsp; and nbsp;Access to a robust learning management system, full of e-learning modules and training programs to help boost your professional and personal development

and nbsp; and nbsp;Paid On-The-Job Training and amp; Professional Development Programs

and nbsp; and nbsp;Multiple coverage levels for Medical, Dental, and amp; Vision

and nbsp; and nbsp;Group Health and amp; Wellness Program, plus special savings on retail items, travel, entertainment

and nbsp; and nbsp;Traditional 401(k) and Roth 401(k) with Company match

and nbsp; and nbsp;Flexible Spending Accounts

and nbsp; and nbsp;Basic and AD and amp;D Life Insurance

and nbsp; and nbsp;Voluntary benefits, including short-term and long-term disability insurance, accident, critical illness, and hospital confinement insurance

and nbsp; and nbsp;Paid Time Off (Accrue 12 days per calendar year plus 1 additional day for each year of service after the first year of employment)

and nbsp; and nbsp;Diverse Culture and Inclusive Environment.