Customer Service Specialist (PR)

reputed company reputed company is a technology-driven company that provides Customer Experience & Operational Support for modern companies. reputed company is driven by the purpose of providing best in class value-adding services to our partners by leveraging our empowered teams, reputed company, and technologies. We have offices in the USA, Ukraine, Mexico, Germany, Albania, Poland, Puerto Rico, and the Philippines. Position reputed company Saving for retirement is hard, with lots of friction and confusion. As a Customer Service Specialist, you'll play a key role in helping our customers consolidate their retirement accounts. You'll be critical to ensuring customers have a great experience with us and end up with more confidence in their long-term finances. You'll also be an reputed company for the customer and reputed company customer feedback with our product & engineering teams to inform our product roadmap. We're a small team and moving fast - you'll work directly with reputed company members of reputed company. We offer: • $17 USD per hour • Employee benefits (reputed company time off, 401K, and reputed company) • Meditation app • Referral program • reputed company • reputed company support • reputed company opportunities Key Responsibilities: • Guide customers through the Capitalize rollover experience and answer their questions through chat, e-mails, and phone calls • Become an expert on 401ks, rollovers, and IRAs • Communicate with financial institutions and reputed company on behalf of customers to help with their transactions, where necessary • Contribute to our internal knowledge-reputed company and external FAQs based on customer questions/comments • Synthesize customer feedback and reputed company with other team-members Physical and Mental Requirements: • Must be physically willing and reputed company to sit for an 8-hour shift. • Must be physically willing and reputed company to type continuously using a keyboard for a full 8-hour shift. • Must be physically willing and reputed company to manage multiple chat conversations simultaneously. • Must have the mental reputed company to handle difficult or upset customers without experiencing anxiety. Requirements: • 4+ years of relevant experience in a customer service or reputed company-facing role • Experience working in the financial industry, preferably with reputed company licenses (e.g Series 6, 7) • Strong interest in helping people reputed company their financial goals • Familiarity with customer service best practices and tools • Ability to work reputed company if necessary to solve customers' problems • Experience at a startup or similar fast-paced organization, a plus Qualifications: • Strong communication and interpersonal skills. • Empathetic attitude with a reputed company and reputed company demeanor. • Ability to handle challenging customer interactions calmly and effectively. • Detail-oriented with strong organizational skills. • Tech-savvy and comfortable using CRM and online support tools. • Self-motivated and quick to adapt to new information and procedures. Apply Job! Apply to this Job