Remote Client Support Specialist

Skills
Bank ConfirmationCollaborative EnvironmentTrainingCustomer ExperienceCustomer ServiceCustomer SupportEasily Adaptable
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Strong written and verbal communication skills
  • Customer service or administrative experience preferred
  • Detail-oriented and comfortable managing multiple tasks
  • Self-motivated and able to work independently in a remote setting
  • Tech-comfortable and quick to learn new systems
  • Must be a citizen of the US Uk LATAM Spain or Australia

Nice to have

  • Dependable
  • Professional
  • Organized
  • Service-driven
  • Detail-oriented
  • Self-motivated
  • Tech-comfortable

Day to day

  • Provide responsive support to clients through assigned advisors while maintaining a professional and service-driven experience
  • Answer client questions clearly and accurately while coordinating details and follow-up communication
  • Manage scheduling confirmations records and documentation to keep every step organized and on track