Remote Customer Service Specialist - Financial Services

GetJobSmart; United States; Remote; USD 35,000 - 44,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Paid time off

Job summary

Forge Global Partners is seeking a Customer Service Rep to join our financial services team in the US. This full-time position is based in the US and offers remote work opportunities. You will handle customer inquiries, resolve issues, and ensure satisfaction.

Your tasks include assisting with account management, providing product info, and addressing client concerns. You will work remotely, collaborating with the team in New York, NY, using tools like Slack, Zoom, and Trello to stay connected

Qualifications

• High school diploma or equivalent required; 1 year of relevant experience preferred.
• Strong communication and customer service skills.
• Experience in financial services or client support is preferred.

Responsibilities

• Handle customer inquiries and resolve issues to ensure satisfaction.
• Assist with account management and provide product information.
• Collaborate with team remotely and maintain compliance and security protocols.

Skills

Customer service

Strong communication

Attention to detail

Independent work

Education

High school diploma or equivalent

Tools

Slack

Zoom

Trello

Job description

Forge Global Partners is seeking a Customer Service Rep to join our financial services team in the US. This full-time position is based in the US and offers remote work opportunities. You will handle customer inquiries, resolve issues, and ensure satisfaction.

Your tasks include assisting with account management, providing product info, and addressing client concerns. You will work remotely, collaborating with the team in New York, NY, using tools like Slack, Zoom, and Trello to stay connected