Financial Services Customer Advocate (Remote Options)

Jasper Prime Corp.; Philadelphia (Philadelphia County); Hybrid; USD 35.000 - 47.000; Vollzeit

Benefits dieser Stelle

Comprehensive benefits package

Zusammenfassung

Jasper Prime Corp. in Philadelphia, PA, is seeking a Customer Service Representative to provide top-notch support to clients in a fast-paced financial services environment.

This full-time role revolves around handling inquiries via phone, email, and chat, documenting interactions, and assisting in issue resolution to ensure client satisfaction. A bachelor's degree plus 1–2 years' experience are preferred, with CRM proficiency and strong communication skills valued.

Qualifikationen

• Bachelor's degree in a relevant field and 1–2 years of customer service experience.
• Strong communication skills and ability to document interactions clearly.
• Proficiency in CRM software and Microsoft Office Suite; understanding of financial services.

Aufgaben

• Handling customer inquiries, documenting customer interactions, assisting in resolving customer issues
• Data entry and administrative support to maintain records and reports
• Communicate with clients via phone, email, and chat; collaborate with support teams

Kenntnisse

Customer service

Communication skills

Data entry

Ausbildung

Bachelor's degree in a relevant field

High school diploma or equivalent

Tools

CRM software

Microsoft Office Suite

Excel

Word

Jobbeschreibung

Jasper Prime Corp. in Philadelphia, PA, is seeking a Customer Service Representative to provide top-notch support to clients in a fast-paced financial services environment.

This full-time role revolves around handling inquiries via phone, email, and chat, documenting interactions, and assisting in issue resolution to ensure client satisfaction. A bachelor's degree plus 1–2 years' experience are preferred, with CRM proficiency and strong communication skills valued.