Customer Support Specialist – Wealthbox CRM

Customer Service

Customer Support Specialist

Location: Providence

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.


Work Schedule

  • Weekdays, during business hours.
  • No travel required.


Interested? Email us a note with your resume to Thanks.

Apply Now

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