Remote Online chat specialist

Retirement Solutions Advisors; Bismarck (ND); Remote; USD 30,000 - 45,000; Full time

Job summary

Retirement Solutions Advisors is looking for a customer service representative to handle incoming live chats from clients regarding website navigation and service inquiries. The job emphasizes building relationships with customers and providing accurate information about services and products.

This remote position requires experience in customer service, a high school diploma or equivalent, and familiarity with CRM tools. Ideal candidates can manage multiple tasks and adapt to various personalities.

Qualifications

• High school diploma or equivalent.
• Experience in customer service.
• Familiarity with CRM tools.
• Ability to manage multiple tasks at once.
• Ability to adapt to different personalities.

Responsibilities

• Answer incoming customer live chats regarding service questions.
• Evaluate customer interactions and escalate issues to management.
• Create relationships with new customers.
• Respond to customer inquiries accurately and concisely.
• Promote interest in client products and services.
• Provide administrative support to the customer service team.

Skills

Customer service experience

Familiarity with CRM tools

Ability to manage multiple tasks

Ability to adapt to different personalities

Education

High school diploma or equivalent

Job description

The “right fit” must be determined with care. Our extensive knowledge of the legal and regulatory environment assures our client’s plan design and operation will meet these requirements. We draw on this same knowledge base to provide our clients with ideas and strategies for maximizing plan contributions and asset accumulation.

Job Description

• Answers incoming customer live chats regarding website navigation issues, service questions, and general client concerns
• Evaluate customer interactions and elevate issues to Online Chat Manager when appropriate
• Create relationships with new customers to better understand and achieve their needs
• Respond to the customer questions, inquiries, requests and problems accurately, concisely and appropriately
• Promotes interest in client products and services
• Consistently achieves established standards of the position
• Continually portray and project a positive and professional image
• Provide administrative support to the customer service team
• May assist with overflow work and other duties as needed
• This position is also a remote position in which you will be working from home

Qualifications

• High school diploma or equivalent.
• Experience in customer service.
• Familiarity with CRM tools.
• Ability to manage multiple tasks at once.
• Ability to adapt to different personalities.

Additional Information

All your information will be kept confidential according to EEO guidelines.