Customer Service

Customer Support Representative

Location: Remote, USA

Wealthbox, a maker of CRM software for financial advisors, is seeking a Customer Support Representative for our online application. You will be handling support requests by email via help-desk ticketing software and also 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.
  • Document customer issues and feature requests.
  • Manage a knowledge base of FAQs.
  • Identify and suggest improvements to our products and our support systems.


Desired Skills & Experience

  • 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.


  • Competitive compensation
  • Comprehensive health plan coverage
  • 401k plan
  • Paid time off


Interested? Email us a note with your resume and a link to your Linkedin profile to

Apply Now

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