Client Support Representative - Remote

AlTi Tiedemann Global; Chula Vista (CA); Remote; USD 35,000 - 55,000; Full time

Job summary

A leading company in wealth management is hiring a Customer Service Representative to manage customer inquiries and service requests. This role involves coordinating with technicians and maintaining communication with clients for updates. Ideal candidates will possess strong analytical and communication skills, with prior customer service experience preferred.

Benefits

Paid Vacation - PTO

Holiday Pay

401k - Retirement Plan

Medical Insurance

Vision Insurance

Dental Insurance

Pet Insurance Discounts

Auto Insurance Discounts

Homeowners Insurance Discounts

Verizon Wireless 12% Discount

Qualifications

• Strong problem-solving and analytical skills to address customer concerns.
• Excellent written and verbal communication skills.
• Ability to multitask in a fast-paced environment.

Responsibilities

• Respond to customer inquiries via phone, email, or other channels.
• Log service requests and dispatch technicians efficiently.
• Investigate customer issues and provide timely solutions.

Skills

Problem-Solving

Analytical Skills

Communication

Multitasking

Tools

Microsoft Office

Customer Service Tools

Job description

Company Description

Tiedemann Advisors is an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients’ wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, trust and estate, and wealth planning services. We are proactive, innovative advisors who provide access to a broad set of exceptional investment strategies globally, including impact or responsible investments, and full transparency on investment decisions, fees and performance. Serving clients since 1999, Tiedemann Advisors is headquartered in New York, with offices in San Francisco, Seattle, Portland, Dallas, Aspen, Wilmington, Palm Beach, Wilmington, and Washington, D.C. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees approximately $25 billion in assets.

Job Description

We’re hiring a Customer Service Representative to be the friendly and reliable point of contact for our customers. You’ll manage incoming calls, schedule service requests, coordinate with technicians, and assist with various office tasks.

Key Responsibilities

• Respond to customer inquiries via phone, email, or other channels.
• Log service requests and dispatch technicians efficiently.
• Investigate customer issues and provide timely solutions.
• Maintain regular communication with the parts department to track service updates.
• Inform customers about service delays or updates.
• Support and guide customer service team members with training and call scripts.
  
  

Benefits

• Paid Vacation - PTO
• Holiday Pay
• Paid Personal Days
• Paid Sick Days
• 401k - Retirement Plan
• Medical Insurance
• Vision Insurance
• Dental Insurance
• Pet Insurance Discounts
• Auto Insurance Discounts
• Homeowners Insurance Discounts
• Verizon Wireless 12% Discount
• Overtime Available
  
  

Requirements

• Strong problem-solving and analytical skills to address customer concerns effectively.
• Excellent communication skills, both written and verbal.
• Ability to multitask in a fast-paced environment while maintaining attention to detail.
• Proficient in office software (e.g., Microsoft Office) and customer service tools.
• A background in data analysis or experience improving customer service processes is a plus.
• Previous customer service experience preferred