Account Services Representative

Every answered account question gives a client clearer information and a practical next step. As an Account Services Representative, you communicate with clients about account access, contact updates, service requests, and available service information. You sit within the client support team, work under a customer service team lead, and coordinate with account managers and service specialists to keep requests moving. This fully remote position lets you work from home in Texas, United States, providing consistent account services through clear explanations and accurate updates.

The role requires a 40-hour weekly commitment. Working days and shift times may vary.

• Receive client emails, calls, and service tickets through a support platform such as Zendesk, identifying the account question and requested outcome before responding.
• Handle incoming conversations through a contact-center phone system such as Ring Central, introducing yourself clearly and confirming the purpose of each client contact.
• Check account details against approved verification steps before discussing information or making permitted changes, without requesting unnecessary personal information from the client.
• Review previous interactions in a CRM such as Hub Spot to understand open requests, recent updates, and commitments already communicated by the support team.
• Explain account navigation, service features, contact preferences, and routine request steps using approved reference materials, checking that the client understands the next action.
• Complete permitted contact updates and routine service requests, confirming the requested change, checking entries for accuracy, and explaining what happens after submission.
• Record each interaction with a concise request summary, actions taken, current status, and any follow-up needed so colleagues can continue the conversation accurately.
• Coordinate unresolved requests with account managers or service specialists, passing along relevant context and informing clients when another team needs to review their question.
• Follow up on pending requests at agreed checkpoints, communicate available updates, and escalates delays or unclear instructions to the customer service team lead.
• Close completed tickets after confirming the outcome; quality is judged through accurate updates, timely turnaround, complete notes, clear communication, and dependable follow-up.

• High school diploma or equivalent.
• No experience required; related experience in client services, account support, or customer-facing administrative work is preferred.
• Basic understanding of client accounts, service requests, contact updates, and the importance of keeping account information accurate.
• Willingness to learn a CRM such as Hub Spot and a support platform such as Zendesk through guided practice.
• Comfort learning a contact-center phone system such as Ring Central and moving between account screens during client conversations.
• Clear spoken and written communication, with the ability to explain routine steps and ask focused questions without making assumptions.
• Careful judgment when following verification instructions, documenting outcomes, and recognizing when a request needs guidance from the team lead.
• Access to a reliable computer, high-speed internet, and quiet private workspace; availability for the 40-hour weekly commitment and agreed working days and shift times.
• Authorization to work in the United States.

• Fully remote work from home in Texas, with all account support duties performed through desk-based systems and client conversations.
• Structured onboarding and training on a CRM such as Hub Spot, a support platform such as Zendesk, and a contact-center phone system such as Ring Central.
• Regular check-ins with the customer service team lead to review questions, discuss feedback, and strengthen consistency in handling account requests.
• Build practical skills in client communication, account administration, request coordination, accurate system updates, and recognizing appropriate escalation paths.
• Health coverage, paid leave, a 401(k), bonus opportunities, and stipends.