Customer Service Representative – Financial Account

Role Overview

• Handle client onboarding after sales close
• Manage follow-ups and document collection
• Answer tax-related questions (mid-level expertise needed)
• Coordinate with sales and office teams
• Manage inbound calls, redirect inquiries, and schedule meetings
• Maintain communication threads in Go High Level
• Support administrative projects and database updates
• Take the extra mile to engage customers
• Ad hoc tasks

Requirements

• At least 4 years of proven experience as a Customer Service Representative in a B2C or B2B capacity
• Proven Experience in Financial Services and Tax-related industry
• Excellent English communication skills, both written and verbal (at least B2 level)
• Excellent phone, email, and instant messaging communication skills
• Solid organizational and time management skills
• Tech savvy & familiar with current technologies, like desktop sharing, cloud services, CRM, and VoIP
• Knowledge of online calendars and scheduling (e.g., Google Calendar)
• Proactive & confident with keen attention to details
• Able to work on a graveyard shift

Tech Stack

• Cloud
• VoIP
• Go

Benefits

• Health Insurance (HMO)
• Performance Incentives
• Job Security and Stability
• Paid Training
• Inclusive Culture
• Upskilling Opportunities
• 100% Work-From-Home
• Exceptionally Supportive Team
• Opportunities for Career Growth
• Fun Work Environment
• Holiday & Overtime Pay