Customer Service Specialist (PR)
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.
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.
Apply Now
Apply Now
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.
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.
Apply Now
Apply Now