Customer Service Manager

WizeHire, Inc; San Diego (CA); On-site; USD 60,000 - 85,000; Full time

Job summary

The Fortitude Team is seeking a dependable Customer Service Manager to support individuals and families navigating important financial decisions and working toward their financial goals.

You do not need prior financial services experience. This role emphasizes client care, education, and effective communication to ensure a positive experience.

Qualifications

• No financial services experience required.
• Candidates should have strong people skills and a genuine interest in helping others.

Responsibilities

• Focus on client care, communication, education, follow-up and operational support.
• Help clients understand where they are in the process and connect them with resources and licensed professionals.
• Ensure clients feel supported throughout their financial decision journey.

Skills

People skills

Willingness to learn

Customer service

Job description

Are you a people-oriented professional who enjoys helping others, providing great customer service, and making complicated processes easier to understand?

The Fortitude Team is looking for a dependable and motivated Customer Service Manager to help us support individuals and families as they navigate important financial decisions and work toward their financial goals.

You do not need previous financial services experience. We’re looking for someone with strong people skills, a willingness to learn, and a genuine interest in helping others. You’ll have the opportunity to learn more about the financial services industry while providing the administrative, educational, and customer-service support that helps clients have a positive experience.

Rather than focusing on sales, this role focuses on client care, communication, education, follow-up, and operational support. You’ll help clients understand where they are in the process, connect them with the appropriate resources and licensed professionals, and make sure they feel supported along the way.