Remote Online chat specialist

Posted 23 Hours Ago
Hiring Remotely in Omaha, NE
Remote
Entry level
Financial Services
The Role
The Remote Online Chat Specialist answers incoming customer live chats, addressing website navigation issues and service questions. They build customer relationships, resolve inquiries, provide administrative support, and promote client products while maintaining professional standards.
Summary Generated by Built In

Company Description

The “right fit” must be determined with care. Our extensive knowledge of the legal and regulatory environment assures our client’s plan design and operation will meet these requirements. We draw on this same knowledge base to provide our clients with ideas and strategies for maximizing plan contributions and asset accumulation.

Job Description

Responsibilities:

  • Answers incoming customer live chats regarding website navigation issues, service questions, and general client concerns
  • Evaluate customer interactions and elevate issues to Online Chat Manager when appropriate
  • Crete relationships with new customers to better understand and achieve their needs
  • Respond to the customer questions, inquiries, requests and problems accurately, concisely and appropriately
  • Promotes interest in client products and services
  • Consistently achieves established standards of the position
  • Continually portray and project a positive and professional image.
  • Provide administrative support to the customer service team
  • May assist with overflow work and other duties as needed
  • Promotes interest in client products and services
  • Consistently achieves established standards of the position
  • Continually portray and project a positive and professional image
  • Provide administrative support to the customer service team
  • May assist with overflow work and other duties as needed
  • This position is also a remote position in which you will be working from home

Qualifications

Requirements:

  • High school diploma or equivalent.
  • Experience in customer service.
  • Strong telephone etiquette.
  • Familiarity with CRM tools.
  • Excellent communication skills.
  • Ability to manage multiple tasks at once.
  • Ability to adapt to different personalities.

Additional Information

All your information will be kept confidential according to EEO guidelines.

The Company
HQ: Chicago, IL
16 Employees
On-site Workplace
Year Founded: 2006

What We Do

We help Entrepreneurial Businesses capture and grow wealth faster by unlocking economic power through strategic retirement plan design.

420 West Grand Avenue, Suite 1B
Chicago, IL 60654

Phone: (312) 527-2050
Fax: (877) 868-9015
Email: [email protected]

Similar Jobs

YCharts Logo YCharts

Customer Development Associate

Cloud • Fintech • Software • Financial Services
Remote
United States
120 Employees
55K-65K Annually

YCharts Logo YCharts

Customer Success Manager

Cloud • Fintech • Software • Financial Services
Remote
United States
120 Employees
60K-65K Annually

Red Canary Logo Red Canary

Customer Success Manager

Cloud • Security • Software • Cybersecurity
Easy Apply
Remote
USA
420 Employees
75K-113K Annually

Workiva Logo Workiva

Team Manager of Enterprise Customer Success

Artificial Intelligence • Cloud • Fintech • Professional Services • Software • Analytics • Financial Services
Remote
2 Locations
2800 Employees
114K-187K Annually

Similar Companies Hiring

MyBambu Thumbnail
Social Impact • Payments • Other • Mobile • Fintech • Financial Services • App development
West Palm Beach, Florida
120 Employees
Energy CX Thumbnail
Utilities • Professional Services • Greentech • Financial Services • Energy • Consulting • Business Intelligence
Chicago, IL
55 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account