Customer Service Rep

Bridgeway West Partners; San Francisco (CA); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development opportunities

Job summary

Bridgeway West Partners in San Francisco, CA is hiring a Customer Service Rep in a FULL_TIME role. The position offers a salary range of $40,000 - $52,379 and is available until 2026-11-23.

You will handle client inquiries, resolve issues, maintain records, and deliver exceptional service across channels. Join a collaborative team environment in San Francisco where strong communication and problem-solving are valued and professional growth is encouraged.

Qualifications

• High school diploma or equivalent.
• 1-2 years of customer service experience.
• Strong communication and interpersonal skills.
• Proficiency in Microsoft Office, especially Excel and Outlook.
• Familiarity with financial services terminology is a plus.

Responsibilities

• Answering client inquiries and resolving their concerns promptly and effectively.
• Processing client transactions and ensuring accurate record-keeping.
• Assisting with client onboarding and maintaining up-to-date client information.
• Providing exceptional customer service through various communication channels, including phone, email, and in-person interactions.
• Collaborating with internal teams to address client needs and raise issues as necessary.
• Maintaining confidentiality and adhering to data protection policies.
• Contributing to the development and implementation of customer service best practices.
• Participating in team meetings and training sessions to stay updated on company policies and procedures.

Skills

Customer service

Communication

Problem solving

Microsoft Office

English proficiency

Education

High school diploma or equivalent

Tools

Excel

Outlook

Job description

Bridgeway West Partners, a financial services firm in San Francisco, CA, seeks a Customer Service Rep for its FULL_TIME position. The role offers a salary range of $40,000 - $52,379 and is available until 2026-11-23.

As a Customer Service Rep, you'll handle client inquiries, resolve issues, and ensure timely responses. You'll maintain accurate records and provide exceptional service to clients.

You'll work in a collaborative environment with a team in San Francisco, CA, where the workplace values contributions and offers a supportive atmosphere. This means you'll have the opportunity to collaborate with a diverse group of professionals, sharing ideas and working together to achieve common goals. The supportive atmosphere fosters open communication and mutual respect, creating a positive and productive work environment. You'll be encouraged to contribute your unique skills and perspectives, knowing that your input is valued and appreciated. This collaborative approach not only enhances your professional growth but also contributes to the overall success of the team and the company.

The compensation package includes a salary range of $40,000 - $52,379. Benefits may include health insurance, retirement plans, and professional development opportunities.

You should have experience in customer service or related fields. Strong communication skills and problem-solving abilities are essential. Proficiency in English is required.

Responsibilities:

• Answering client inquiries and resolving their concerns promptly and effectively.
• Processing client transactions and ensuring accurate record-keeping.
• Assisting with client onboarding and maintaining up-to-date client information.
• Providing exceptional customer service through various communication channels, including phone, email, and in-person interactions.
• Collaborating with internal teams to address client needs and raise issues as necessary.
• Maintaining confidentiality and adhering to data protection policies.
• Contributing to the development and implementation of customer service best practices.
• Participating in team meetings and training sessions to stay updated on company policies and procedures.

Qualifications:

• High school diploma or equivalent, with a preference for candidates with a background in customer service or related field.
• Minimum of 1-2 years of experience in customer service, preferably in a financial services environment.
• Strong communication and interpersonal skills, with the ability to build rapport with clients.
• Excellent problem-solving and conflict resolution skills.
• Proficiency in Microsoft Office Suite, particularly Excel and Outlook.
• Familiarity with financial services terminology and processes is a plus.
• Ability to work independently and as part of a team in a fast-paced environment.
• Commitment to maintaining a positive and professional demeanor in all interactions.