Financial Services Customer Support Specialist

Redwood West Group; Austin (TX); On-site; USD 40,000 - 54,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Paid time off

Professional development

Performance bonuses

Job summary

Redwood West Group in Austin, TX is seeking a Customer Service Representative to join our office in a full-time role. You will handle customer inquiries, provide information, and maintain accurate records to support service excellence.

The role emphasizes effective communication, problem solving, and teamwork in a collaborative environment. Benefits include health insurance, retirement plans, PTO, and opportunities for professional development.

Qualifications

• High school diploma or equivalent.
• Experience in customer service or related field.
• Excellent communication and interpersonal skills.
• Strong problem-solving abilities.
• Proficiency with computer systems and software applications.
• Ability to lift up to 20 pounds occasionally.
• Familiarity with financial services is a plus.

Responsibilities

• Answer customer inquiries and resolve issues via phone, email, and chat.
• Maintain accurate records of customer interactions and account information.
• Provide product and service information to customers.
• Assist with account setup, updates, and closures.
• Escalate complex issues to appropriate departments as needed.
• Follow up with customers to ensure their satisfaction and address any unresolved issues.
• Participate in quality assurance activities to maintain high service standards.

Skills

Communication skills

Interpersonal skills

Problem solving

Customer service

English proficiency

Education

High school diploma

Tools

Computers

Software apps

Job description

Redwood West Group in Austin, TX is seeking a Customer Service Representative to join our office in a full-time role. You will handle customer inquiries, provide information, and maintain accurate records to support service excellence.

The role emphasizes effective communication, problem solving, and teamwork in a collaborative environment. Benefits include health insurance, retirement plans, PTO, and opportunities for professional development.