Customer Service Representative (financial Services) - Remote Eligible

Customer Service Representative (Financial Services)

Client Industry: Tax and Financial Services

Client Business Overview: The company specializes in tax preparation, client onboarding, 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 onboarding efficiency, centralize follow-up processes, reduce communication bottlenecks, and ensure smooth handling of tax-related client questions.

And we're looking for a Customer Service Representative to start immediately!

Duties and Responsibilities include, but are not limited to:

• 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

Qualifications:

• 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

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 connection
• Backup Internet Service Speed: at least 10 Mbps

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

Schedule: 8:30 AM – 5:30 PM Central Time

Location: This is a remote job

Please note:

Only qualified candidates will be invited to take the assessment & scheduled for an interview.

₱37,500 - ₱40,500 a month