Remote Online chat specialist

Sorry, this job was removed at 03:29 p.m. (CST) on Monday, Apr 14, 2025
Hiring Remotely in Bismarck, ND
In-Office or Remote
Financial Services
The Role

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.

Similar Jobs

In-Office or Remote
Bismarck, ND, USA
16 Employees

Forward Financing Logo Forward Financing

Principal Software Engineer

Fintech • Financial Services
Remote
United States
529 Employees
200K-230K Annually

Kalshi Logo Kalshi

Fraud Analyst

Fintech • Payments • Financial Services
Easy Apply
In-Office or Remote
2 Locations
203 Employees

Cloudflare Logo Cloudflare

Account Executive

Cloud • Information Technology • Security • Software • Cybersecurity
Remote or Hybrid
2 Locations
4400 Employees
235K-287K Annually
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Chicago, IL
16 Employees
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 Companies Hiring

Yooz Thumbnail
Software • Machine Learning • Fintech • Financial Services • Cloud • Automation • Artificial Intelligence
Aimargues, FR
470 Employees
Amplify Platform Thumbnail
Fintech • Financial Services • Consulting • Cloud • Business Intelligence • Big Data Analytics
Scottsdale, AZ
62 Employees
Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
40 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account