Customer Service Associate

We are looking for a motivated and customer-focused professional to join our team as a Customer Service Associate . This is a one-year contract position with the potential for extension based on performance and business needs.

As a Customer Service Associate , you will be the first point of contact for our clients, providing top-notch support, answering inquiries, and ensuring customer satisfaction. If you thrive in a dynamic environment, enjoy engaging with customers, and have strong communication skills, this is the perfect opportunity for you!

Serve as the primary contact for client inquiries via phone, email, and chat

Deliver high-quality customer support with quick and accurate responses

Educate clients about our investment options, products, and services

Assist with client account management, ensuring accurate records and issue resolution

Collaborate with internal teams to enhance client services and communication 

Remote Work: Enjoy the flexibility to work from anywhere with a stable internet connection

Paid Holidays & PTO: Recharge with standard paid holidays and flexible paid time off

Competitive Pay + Bonuses: Unlock extra earning potential through commissions and performance-based bonuses