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Customer
Service Agent

We’re seeking customer relationship officers who excel in communication, demonstrate patience in challenging situations, and possess strong problem-solving skills to effectively address client needs.

  • Remote
  • Full-time
  • $75,000 – $105,000 Yearly
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Responsibilities

  • Responding to client inquiries via phone, email, chat, or other communication channels.
  • Resolving client concerns and issues promptly and efficiently, ensuring a high level of satisfaction.
  • Assisting with client onboarding, documentation, and account management.
  • Maintaining detailed and accurate records of client interactions and transactions.
  • Proactively following up with clients to ensure their needs are met and their expectations are exceeded.
  • Escalating complex or unresolved matters to senior team members or management as needed.
  • Staying informed about industry trends, portfolio companies, and firm policies to provide informed support.
  • Collaborating with internal teams (e.g. legal, operations) to address and resolve client-related matters.
  • Gathering client feedback through surveys or direct communication to identify areas for improvement.
  • Analyzing client feedback to enhance the firm’s service offerings and client experience.
  • Monitoring and tracking client portfolios, providing updates on performance and key milestones.
  • Assisting in the preparation of client reports, presentations, and investment summaries.
  • Identifying opportunities to upsell or cross-sell the firm’s services to existing clients.
  • Supporting the development of client communication strategies, including newsletters and updates.

Requirements

  • Experience in customer service, client relations, or similar roles.
  • Familiarity with communication tools and quick adaptability to new tech.
  • Patience and empathy to manage difficult situations and clients.
  • Strong attention to detail and focus on accuracy.
  • Excellent verbal and written communication skills.

Benefits

  • 100% remote work flexibility
  • Competitive pay matching industry standards
  • 28 days of leave or paid time off 
  • Bonuses for performance and signing on
  • Training and certification support
  • Health and dental benefits included
  • Home office and internet stipend