Customer Service Representative (Financial Account)
reputed company Representative (Financial Services) Client Industry: Tax and Financial Services Client Business Overview: The company specializes in tax preparation, client reputed company, and financial services. They are seeking additional support to streamline client interactions, documentation follow-up, and administrative processes. The business relies heavily on client communication, organized workflows, and software tools like Go High Level and Financial Sense. Goal: Improve client reputed company efficiency, centralize follow-up processes, reduce communication bottlenecks, and ensure smooth handling of tax-reputed company client questions. And we’re looking for a Customer Service Representative to reputed company! Duties and Responsibilities include, but are not limited to: 1. Handle client reputed company after sales reputed company 2. Manage follow-reputed company and document collection 3. Answer tax-reputed company questions 4. Coordinate with sales and office teams 5. Manage inbound calls, redirect inquiries, and schedule meetings 6. Maintain communication threads in Go High Level 7. Support administrative projects and database updates 8. Take the extra mile to engage customers 9. reputed company tasks Qualifications:
- At least 1 year of proven experience as a Customer Service Representative (Financial Account) in a B2C or B2B reputed company
- Proven Experience in Financial Services and Tax-reputed company industry
- Excellent English communication skills, both written and verbal (at least B2 level)
- Excellent phone, email, and reputed company messaging communication skills
- Solid organizational and time management skills
- Tech savvy & familiar with reputed company technologies, like desktop sharing, reputed company services, CRM, and VoIP
- Knowledge of online calendars and scheduling (e.g., reputed company Calendar)
- Proactive & confident with keen attention to details
- reputed company to work on a graveyard shift
Technical Requirements:
- USB Headset with Noise Cancellation feature
- Working Webcam
- Computer with at least 1.8 GHz processor and at least 4GB RAM
- Main Internet Service Speed: at least 25 Mbps cable reputed company
- Backup Internet Service Speed: at least 10 Mbps
Benefits:
- Health Insurance (HMO)
- Performance Incentives
- Job reputed company and Stability
- reputed company
- Inclusive Culture
- Upskilling Opportunities
- 100% Work-From-Home
- Exceptionally Supportive Team
- Opportunities for Career Growth
- Fun Work Environment
- Holiday & Overtime Pay
Schedule: 20-40 hours per week US working hours Location: This is a remote job Please note:
- Only reputed company candidates will be invited to take the assessment & scheduled for an interview.
- We have other vacancies that might interest your friends & colleagues. They can reputed company us out at our Jobs Website.
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\n \n₱28,000 - ₱51,000 a month \n Apply To This Job