Customer Service Representative

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Helping advisors grow their business through extraordinary marketing.

Automated Marketing • Financial Services Marketing • Websites • Digital Marketing • Social Media

201 - 500

💰 Series A on 2016-08

Description

• Seeking a Customer Service Representative to be primary client contact. • Requires problem-solving and critical thinking skills beyond typical customer service roles. • Opportunity to impact client experiences and grow skills in a supportive environment.

Requirements

• Excellent communication skills, both verbal and written. • A proactive problem solver with outstanding critical thinking skills. • Ability to learn quickly and adapt to changing environments. • Willing to dig for the right answer, and ask questions when you need help. • Ability to work proactively individually and in a team environment. • Have a true passion for exceptional customer service with every interaction, actively seeking opportunities to give positive, memorable service. • Listens carefully and thoughtfully, and works collaboratively to help anyone in need. • Exhibits a caring, positive, and cheerful attitude; is adaptable, positive and supportive, even during stressful situations. • A self-directed learner. • Proficiency and fluency in speaking, understanding, reading, and writing English. • Must be able to type 50+ words per minute. • Prior experience in customer service or a related field is preferred but not required.

Benefits

• Generous paid Holiday schedule • Comprehensive paid time off policies including vacation, sick, parental, and bereavement leave. • Robust Insurance Plan including: Medical with $0 co-pay, Telehealth plan, Dental, Vision • Health Savings Account (HSA) with generous employer contributions • Flexible Spending Accounts (FSA) • Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage • Company-paid Short & Long Term Disability coverage • Company-paid Employee Assistance Program (EAP) • Matching 401(k) with immediate full vesting • Employee Events Committee that plans fun in-person and virtual events • On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit • Internet & Gym Reimbursement! • Work computer equipment is provided to help you succeed :)