Customer Support Specialist

Paz Financial Consulting; United States; Remote; USD 39,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) retirement plan

Wellness resources

Professional growth opportunities

Team environment

Job summary

Paz Financial Consulting is seeking a Customer Support Specialist to be the main point of contact for customers, resolving questions, troubleshooting issues, and ensuring a smooth support experience. You will document interactions and collaborate with internal teams to track and resolve concerns.

Responsibilities include handling inquiries via phone and email, diagnosing needs, escalating complex cases, and maintaining accurate records.

Qualifications

• Education: High school diploma or equivalent required; additional education is a plus.
• Experience: 1+ years in customer support or customer-facing roles preferred.
• Tools: Experience with ticketing systems or CRM; proficiency with email and web tools.
• Industry knowledge: Familiarity with standard customer support practices and service standards.
• Communication: Strong written and verbal communication with a customer-focused tone.
• Problem-solving: Ability to troubleshoot, research, and resolve issues efficiently.
• Organization: Attention to detail and ability to manage multiple requests.
• Customer empathy: Ability to work with diverse customers respectfully.
• Reliability: Dependable follow-through in a fast-paced environment.

Responsibilities

• Provide responsive customer support via phone, email, and other channels.
• Diagnose customer needs by asking clear questions and reviewing information.
• Resolve routine inquiries and troubleshoot issues using established procedures.
• Escalate complex cases to the appropriate team while maintaining context.
• Document customer interactions, actions taken, and outcomes in the support system.
• Maintain a high standard of customer service through professional communication.
• Monitor and manage support requests to ensure timely follow-up and resolution.
• Verify information and ensure accuracy in customer records and communications.
• Identify patterns in recurring issues and suggest improvements to workflows.
• Adhere to privacy, compliance, and data-handling best practices.

Skills

Customer service

Communication

Problem solving

Organization

Attention to detail

Adaptability

Education

High school diploma

Tools

Ticketing system

CRM software

Email tools

Job description

Customer Support Specialist

About the Role

As a Customer Support Specialist at Paz Financial Consulting, you will be a key point of contact for customers, helping to resolve questions, troubleshoot issues, and ensure a smooth support experience. You will support day-to-day customer needs while maintaining clear communication and accurate documentation.

Success in this role means delivering timely, empathetic support, consistently meeting service expectations, and using customer feedback to improve processes. You will collaborate with internal teams to ensure customer concerns are understood, tracked, and resolved.

Duties & Responsibilities

• Provide responsive customer support via phone, email, and other assigned channels.
• Diagnose customer needs by asking clear questions and reviewing relevant information.
• Resolve routine inquiries and troubleshoot issues using established procedures.
• Escalate complex cases to the appropriate team while maintaining accurate context.
• Document customer interactions, actions taken, and outcomes in the support system.
• Maintain a high standard of customer service through professional, respectful communication.
• Monitor and manage support requests to ensure timely follow-up and resolution.
• Verify information and ensure accuracy in customer records and communications.
• Identify patterns in recurring issues and recommend improvements to support workflows.
• Adhere to privacy, compliance, and data-handling best practices.

Requirements

• Education: High school diploma or equivalent required; additional education is a plus.
• Experience: 1+ years of customer support or customer-facing experience preferred.
• Tools: Experience using a ticketing system or CRM preferred; proficiency with email and web-based tools required.
• Industry knowledge: Familiarity with common customer support practices and service standards.
• Communication: Strong written and verbal communication skills with a customer-focused tone.
• Problem-solving: Ability to troubleshoot, research, and resolve issues efficiently.
• Organization: Strong attention to detail and the ability to manage multiple requests.
• Customer empathy: Demonstrated ability to work with diverse customers in a respectful manner.
• Reliability: Dependable follow-through and comfort working in a fast-paced environment.

Benefits

• Health insurance options (medical, dental, and vision, where available).
• Paid time off (PTO) and paid holidays.
• Retirement savings plan options (such as a 401(k), where available).
• Wellness support and resources (where available).
• Opportunities for professional growth and skill development.
• Supportive team environment with opportunities to contribute to process improvements.

Employment Type: Full-Time
Compensation: $28 – $36 / hour