Customer Service Representative
Listed on 2026-07-28
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Customer Service/HelpDesk
Customer Service Rep, HelpDesk/Support
Job Description
Day-to-Day
These consultants will provide back‑office support by assisting with account‑related inquiries and service requests. Responsibilities include handling customer interactions through phone and email, resolving account issues, processing requests accurately, and providing a high level of customer service in a fast‑paced environment. Candidates must be comfortable navigating multiple systems while managing a high volume of customer interactions.
Skills and Requirements Must Haves- 6–10 years of customer service, call center, or account support experience
- Proven experience handling complex customer issues and escalations
- Strong problem‑solving and decision‑making abilities
- Excellent communication and professionalism when supporting clients
- Strong technical aptitude with Windows, Outlook, Teams, and multiple systems
- Financial services, banking, brokerage, wealth management, insurance, or credit union experience
- Back‑office operations experience
- Experience supporting account‑related inquiries and service requests
- Previous experience working in a highly regulated environment
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.
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