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Remote Customer Support Rep Wealth Tech

Remote / Online - Candidates ideally in
Chicago Ridge, Cook County, Illinois, 60415, USA
Listing for: Wealthbox
Remote/Work from Home position Listed on 2026-11-15
Job specializations:
Salary/Wage Range or Industry Benchmark: 85000 - 95000 USD Yearly USD 85000.00 95000.00 YEAR

Job Description & How to Apply Below

Position: Remote Customer Support Rep - $85k-$95k (Wealth Tech)

Remote Customer Support Rep - $60-$80k (Wealth Tech)

Permanently 100% Remote

Job Title:

Remote Customer Support Rep - $60-$80k (Wealth Tech)

Salary: $60k-$80k+ Benefits, 401k

We're thrilled to announce we just closed $200MM in funding, and are doing some big things! Our CRM makes it incredibly easy for everyone from solo financial advisors to enterprise firms to manage their current book of business, and increase their sales. Our software integrates with leading Fin Tech brands. It enables them to manage their book of business, streamline their workflow, and grow their practice.

We just closed our Series B for $30MM, have been in business since 2012, and have 52 employees. We are REMOTE first and our team is distributed throughout the country.

Due to growth, we are actively hiring a Remote Customer Support Rep with experience in the following:

  • Supporting SaaS applications
  • Basic knowledge of cloud offerings, tools, operating systems, and browsers
  • Experience communicating with clients via phone, email, chat, and video

You will be the first point of contact when our customers are having issues. This includes things like acting as a technical advisor, leading complex onboarding and/or integrations, product configurations across multiple teams, and troubleshooting/resolving technical issues If you have this experience, please apply immediately. We are actively interviewing this week and next for this high profile position.

What You Will Be Doing

  • Respond to tickets and prioritize according urgency
  • Resolve issues via phone call, email, video, and/or screen sharing
  • Keep documentation and maintain FAQ database

What You Need for this Position

  • Supporting SaaS applications
  • Basic knowledge of cloud offerings, tools, operating systems, and browsers
  • Experience communicating with clients via phone, email, chat, and video

What's In It for You

  • $60k- $80k + Benefits, 401k
  • Permanently remote
  • Vacation/PTO
  • Medical
  • Dental
  • Vision
  • Bonus
  • 401k

So, if you are a REMOTE Customer Support Rep, please apply today! Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Matt Abbasfard. For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

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