Hybrid Customer Service Rep - Wealth Management Focus

PRI Technology; Bethlehem (Northampton County); Hybrid; USD 34,440; Full time

Job summary

A major firm in Bethlehem, PA is looking for a Customer Service Representative to assist clients with inquiries about the new Client Portal. The position pays $25 per hour and features a hybrid work schedule, requiring three days onsite. No specific experience is required, but interest in wealth management is preferred. This role involves inbound communications and troubleshooting for clients. Candidates should be available for an initial phone or virtual interview.

Qualifications

• Experience in customer service or related fields is a plus.
• Interest in wealth management or financial services is preferred.

Responsibilities

• Assist clients with answering questions regarding the new Client Portal.
• Troubleshoot issues for clients over the phone.

Job description

A major firm in Bethlehem, PA is looking for a Customer Service Representative to assist clients with inquiries about the new Client Portal. The position pays $25 per hour and features a hybrid work schedule, requiring three days onsite. No specific experience is required, but interest in wealth management is preferred. This role involves inbound communications and troubleshooting for clients. Candidates should be available for an initial phone or virtual interview.