Customer Support Specialist

Overview

Part-time, hybrid Customer Support Specialist based in Warwick, RI, with some work-from-home flexibility. The specialist responds to client inquiries via phone, email, and online channels, providing clear information about services, processes, and account-related questions. The role involves troubleshooting basic technical issues with client access or tools, documenting interactions accurately in company systems, and following up on open requests. Works closely with financial advisors and internal teams to resolve client concerns and support high levels of customer satisfaction.

Maintains familiarity with service offerings and compliance guidelines to provide reliable, professional support.

• Respond to client inquiries via phone, email, and online channels with accurate information about services, processes, and accounts.
• Troubleshoot basic technical issues related to client access or tools and document interactions in company systems.
• Follow up on open requests and ensure timely resolution.
• Collaborate with financial advisors and internal teams to resolve client concerns and improve service delivery.
• Maintain knowledge of service offerings and compliance guidelines to provide reliable support.

• Customer support and customer satisfaction skills to handle inquiries and foster positive client experiences.
• Strong interpersonal skills to communicate clearly, listen actively, and build trust with diverse clients and team members.
• Technical support capabilities to assist clients with basic system navigation, access issues, and troubleshooting steps.
• Analytical skills to interpret client needs, identify patterns in support requests, and contribute to process improvements.
• Excellent written and verbal communication skills and attention to detail in documentation and follow-up.
• Comfort working in a hybrid environment, managing time independently, and adapting to changing priorities.
• Prior experience in customer service, financial services, or a professional office environment is preferred.
• High school diploma or equivalent required; additional education or relevant certifications are a plus.