Remote Client Services Representative — Finance Help & Support

PerunHR; Newport Beach (CA); Remote; USD 30,000 - 40,000; Full time

Job summary

A leading client services firm is looking for a Call Center Representative to manage high-volume inbound calls and assist clients with their financial decisions. This position involves providing excellent customer support and resolving inquiries effectively, with training provided to ensure success in the role. The position starts with remote training, followed by occasional office presence, making it suitable for those starting their career in client services.

Qualifications

• Experience in customer service or willingness to learn.
• Ability to work overtime as needed.
• Strong communication skills for customer interactions.

Responsibilities

• Handle high-volume inbound phone calls.
• Provide support for financial decisions.
• Research and relay complex information.

Skills

Customer service experience

Tech-savvy

Problem-solving

Patience and empathy

Job description

A leading client services firm is looking for a Call Center Representative to manage high-volume inbound calls and assist clients with their financial decisions. This position involves providing excellent customer support and resolving inquiries effectively, with training provided to ensure success in the role. The position starts with remote training, followed by occasional office presence, making it suitable for those starting their career in client services.