Wealthbox is looking for a Customer Support Specialist for our web-and-mobile CRM software for financial advisors. You will be handling support requests by email via help-desk ticketing software and occasionally speak with customers via telephone, text chat and screen-sharing.
- Respond via email and telephone to customer questions.
- Process feature requests and bug reports.
- Demonstrate features or witness customer problems via instant screen-sharing.
- Manage a knowledge base of FAQs.
- Identify and suggest improvements to our products and our support systems.
Required Experience & Competencies
- 1+ years of online customer support experience.
- Experience with supporting web application software used by consumers and/or business professionals.
- Basic knowledge of cloud service offerings, toolsets, operating systems, and browsers.
- Strong communication skills, especially via email, live chat, and telephone.
- Helpful, cheerful personality who’s adept at solving other people’s problems on the other end of the line.
- Responsible, ethical, always in the mood to help our customers.
- Weekdays, during business hours.
- No travel required.
Interested? Email us a note with your resume to email@example.com. Thanks.
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