Customer Service Agent

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.

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

Responsibilities

Requirements

Benefits

CLOSED

Customer
Service Agent