Customer Service Representative

Venture Premier; Boston (MA); On-site; USD 42,000 - 59,000; Full time

Benefits offered by this job

comprehensive health insurance plans

retirement savings options

paid time off

Job summary

Venture Premier in Boston is seeking a Customer Service Representative to deliver top-tier client support from our local office. You will handle inquiries, assist with account management, and resolve issues to ensure client satisfaction in a fast-paced environment.

The role offers a salary range of $42,000 to $58,816 per year plus comprehensive health insurance, retirement savings options, and paid time off. Excellent communication and problem-solving skills are essential for success.

Qualifications

• High school diploma or equivalent, with 1–2 years in customer service.
• Excellent verbal and written communication skills.
• Proficient with Microsoft Office; Excel and Outlook experience.

Responsibilities

• Handle incoming and outgoing customer inquiries with accurate, timely info.
• Assist clients with account management including balance and transaction history.
• Troubleshoot and resolve issues to maintain client satisfaction.
• Collaborate with other departments to ensure seamless service delivery.
• Maintain detailed records of customer interactions per policies.
• Stay informed about products and provide expert advice and recommendations.

Skills

Verbal communication

Written communication

Problem-solving

Multitasking

Team collaboration

Education

High school diploma or equivalent

Tools

Microsoft Office

Excel

Outlook

Job description

Venture Premier, a financial services and investment management firm, seeks a Customer Service Representative in Boston, MA. This full‑time role involves providing top-tier service and support to clients, with a salary range of $42,000 to $58,816.

As a Customer Service Representative, you'll handle client inquiries, resolve issues, and maintain their trust and satisfaction. Your communication skills and problem-solving abilities will be essential in this role.

You'll work in a team environment at our Boston office, collaborating with colleagues to deliver excellent service. The city offers a vibrant atmosphere with a mix of historic landmarks and modern architecture, such as the Freedom Trail and the Seaport District. There are numerous amenities, including a variety of restaurants, cafes, and bars, as well as parks like Boston Common and the Public Garden. The city is also known for its rich cultural scene, with numerous museums, theaters, and music venues. Additionally, Boston is home to several universities, providing a diverse and educated workforce. The city's public transportation system is extensive, making it easy to commute and explore the city. Overall, working in Boston offers a dynamic and enriching environment.

The salary range for this position is between $42,000 and $58,816 per year, providing a competitive compensation package. In addition to the base salary, employees are eligible for comprehensive health insurance plans, retirement savings options, and paid time off, ensuring a well‑rounded benefits package.

• Handle incoming and outgoing customer inquiries, providing accurate and timely information.
• Assist clients with account management, including balance inquiries, transaction history, and account updates.
• Troubleshoot and resolve customer issues, ensuring a positive experience and maintaining client satisfaction.
• Collaborate with other departments to ensure seamless service delivery and continuous improvement.
• Maintain detailed records of all customer interactions and updates, ensuring compliance with company policies and regulations.
• Stay informed about our products and services, providing clients with expert advice and recommendations.

• High school diploma or equivalent, with 1-2 years of experience in customer service or a related field.
• Excellent verbal and written communication skills, with the ability to handle multiple interactions simultaneously.
• Strong problem‑solving skills and the ability to remain calm and professional under pressure.
• Proficiency in Microsoft Office Suite, particularly Excel and Outlook.
• Basic knowledge of financial services and investment products is a plus.
• Ability to work independently and as part of a team, with a proactive and solution‑oriented approach.

• comprehensive health insurance plans
• retirement savings options
• paid time off