Location: Providence, RI / Remote
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.
Responsibilities
- 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.
Benefits
- 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 jobs@wealthbox.com.
Apply Now
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