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Customer Service Specialist (PR) Job at Helpware in San Juan

HelpwareSan Juan, PR, United States

Hace más de 30 días

Descripción del trabajo

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About Us

Helpware is a technology-driven company that provides Customer Experience & Operational Support for modern companies. Our team is driven by the purpose of providing best in class value-adding services to our partners by leveraging our empowered teams, innovative solutions, and technologies. We have offices in the USA, Ukraine, Mexico, Germany, Albania, Poland, Puerto Rico, and the Philippines.

About Us

Position Overview

Saving for retirement is hard, with lots of friction and confusion. As a Customer Service Specialist, you’ll play a key role in helping our customers consolidate their retirement accounts. You’ll be critical to ensuring customers have a great experience with us and end up with more confidence in their long-term finances. You’ll also be an advocate for the customer and share customer feedback with our product & engineering teams to inform our product roadmap. We’re a small team and moving fast you’ll work directly with all members of the company.

We Offer

17 USD per hour
Employee benefits (paid time off, 401K, and healthcare)
Meditation app
Referral program
Paid training
Continuous support
Growth opportunities

Key Responsibilities

Guide customers through the Capitalize rollover experience and answer their questions through chat, e-mails, and phone calls

Become an expert on 401ks, rollovers, and IRAs

Communicate with financial institutions and employers on behalf of customers to help with their transactions, where necessary

Contribute to our internal knowledge-base and external FAQs based on customer questions / comments

Synthesize customer feedback and share with other team-members

Physical And Mental Requirements

Must be physically willing and able to sit for an 8-hour shift.

Must be physically willing and able to type continuously using a keyboard for a full 8-hour shift.

Must be physically willing and able to manage multiple chat conversations simultaneously.

Must have the mental resilience to handle difficult or upset customers without experiencing anxiety.

Requirements

4+ years of relevant experience in a customer service or client-facing role

Experience working in the financial industry, preferably with FINRA licenses (e.g Series 6, 7)

Strong interest in helping people achieve their financial goals

Familiarity with customer service best practices and tools

Ability to work flexible hours if necessary to solve customers’ problems

Experience at a startup or similar fast-paced organization, a plus

Qualifications

Strong communication and interpersonal skills.

Empathetic attitude with a positive and professional demeanor.

Ability to handle challenging customer interactions calmly and effectively.

Detail-oriented with strong organizational skills.

Tech-savvy and comfortable using CRM and online support tools.

Self-motivated and quick to adapt to new information and procedures.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Other

Industries

Outsourcing / Offshoring

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Customer Service Job • San Juan, PR, United States