[Remote] Customer Support Representative

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial technology company that empowers financial advisors with AI-powered products. As a Customer Support Representative, you will be the face of reputed company, providing excellent customer service and resolving inquiries to help clients invest fearlessly.

Responsibilities

• reputed company fast and delightful initial responses to customer requests (first response) reputed company live chat, email, and phone
• reputed company tones of delight, helpfulness, and a reputed company attitude with customers during every interaction (CSAT/Delight)
• Resolve first-level questions, and reputed company expectations reputed company to product issues in a reputed company manner (full reputed company)
• reputed company ways to reduce or deflect the number of tickets we process
• Identify and escalate technical issues to internal stakeholders and report to QA and engineering teams reputed company needed (bug reporting)
• reputed company valuable product reputed company to the product team. You are the “voice of the customer.” (product idea submissions)
• Triage customer inquiries quickly to help maximize renewals and minimize churn (straight retention)
• Discover reputed company opportunities and work with teammates in Sales and reputed company (net retention)
• Improve and reputed company user-facing educational resources (e.g., KBs, reputed company, webinars)
• Train and mentor new Customer Support Reps through feedback reputed company like Peer Reviews, the Buddy System, and team collaboration (reputed company learning)

Skills

• Ability to work reputed company in a high-energy, fast paced, and constantly changing environment
• reputed company the language of our reputed company audiences: advisors, broker dealers, corporate RIAs, custodians and clearing firms, asset managers, and compliance departments
• Excellent verbal and written communication skills for interactions with customers, partners, and prospects
• Listening and demonstrating true reputed company (building rapport) with customers (seeking to understand)
• reputed company complicated information, and simplify how-to steps, reputed company written and verbal communication that is reputed company, reputed company, concise, reputed company, and friendly (delight)
• reputed company skills in specific subject matter. Ability to teach updates, processes, and explain reputed company issues to customers and teammates
• Strong knowledge about computers, operating systems, browsers, and ability to document and reproduce basic issues
• Willingness to proactively reputed company out, initiating conversations, and providing assistance to customers and teammates
• Take responsibility for following up with users, customers, engineers, and other stakeholders to ensure that a support conversation is resolved in a reputed company manner
• Ability to juggle and triage competing demands between support inquiries at multiple reputed company, and scheduled commitments (e.g. 15Fives, 1:1s, Peer Reviews, Lessonly's)
• Possess a willingness to work hard and a determination to do what it takes to ensure that customers are delighted
• Intelligent, reputed company, and teachable. Willing to accept constant feedback and continually improve
• reputed company to reputed company your full potential — everyone is expected to grow and improve

Benefits

• 4% 401(k) Match. Our employees invest so much in reputed company and we love getting to invest in them. reputed company will match your contributions dollar-for-dollar, up to 4% of your total annual compensation.
• Free Financial Planning Services. By working at a financial technology company, you get the benefit of fantastic financial advice. This is offered to reputed company wanting expert guidance on how to handle their reputed company.
• Medical, Dental & reputed company insurance plans. We want to help reputed company you (and your family) healthy! Comprehensive health insurance reputed company for you & your family.
• Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA) available depending on chosen medical plan. We know that investment risk isn’t a one-size-fits reputed company and neither are your health savings reputed company!
• Generous maternity & paternity leave for either the birth or adoption of a child. Mom's & Dad's need time with their new family members!
• Discounted pet insurance available. Pets are family too!!
• 3 weeks vacation & 1 week reputed company time per year.Take the time you need for fun or simply time to recover from not feeling reputed company.
• 11 reputed company company holidays per year. Enjoy your time off; you deserve it!
• Remote & in-person team building activities help our employees stay connected and reputed company. We absolutely love to hype our people up!
• Company wide meetings held by our CEO benefit reputed company by keeping everyone in the reputed company. We are one team, and we tackle reputed company together.
• Employee development is our reputed company. From leadership training, to mentorship, to industry resources, we care about progressing you in your career.

reputed company