Customer Service Representative

MoneyShow is a privately held financial media company that connects investors, traders, and financial advisors with leading financial experts through conferences, seminars, and digital experiences. The Customer Service Representative provides support to attendees, subscribers, and partners across phone, email, and chat, resolves access and account issues, documents interactions, and collaborates with internal teams to improve the customer experience.

Responsibilities:

• Providing timely, accurate, and courteous support to MoneyShow attendees, subscribers, and partners via phone, email, and chat
• Respond to inquiries about event registration, livestream access, account issues, and general service questions, while documenting interactions in the customer relationship management (CRM) system
• Troubleshooting access or technical issues, guiding users through platforms and features, escalating complex matters to appropriate teams, and following up to ensure resolution and satisfaction
• Collecting feedback on customer experience, identifying recurring issues, and suggesting improvements to processes and resources
• Collaboration with events, marketing, and technical teams is expected to help deliver a consistent, high-quality experience across all MoneyShow offerings

Requirements:

• Experience in Customer Service and Customer Support, with the ability to manage inquiries across multiple channels
• Skills related to Customer Satisfaction and Customer Experience, focusing on resolving issues effectively and maintaining positive relationships
• Strong verbal and written communication skills, active listening, and a calm, professional demeanor under pressure
• Comfort with CRM systems, online event platforms, and basic troubleshooting of web and streaming access issues
• Ability to work independently in a remote environment, prioritize tasks, and manage time in a fast-paced setting
• High school diploma or equivalent required
• Background as a Customer Service Representative or in similar client-facing roles in media, events, or financial services is preferred
• Post-secondary education in business, communications, or related fields is a plus
• Interest in financial markets and investor education is beneficial, with willingness to learn MoneyShow's products and content