Customer Support Specialist
Job Summary
Supporting customers through live chat and email, the full-time Customer Support Specialist will assist with custodial investment accounts and collaborate with cross-functional teams to enhance customer experiences in a remote environment.
Key responsibilities
- Assist customers with account access, servicing, identity verification, and transactions through live chat and email
- Identify recurring customer issues and collaborate with teams to improve documentation, workflows, and help content
- Escalate product and technical issues with clear context while maintaining empathy during complex customer interactions
Required qualifications
- 2-3 years of customer support experience in a digital environment, preferably via live chat and email
- Experience investigating customer issues requiring follow-up across teams
- Ability to work independently in a remote setting while collaborating effectively across teams
- Curiosity about financial products and customer experience
- Comfort with ambiguity and learning new products and systems
Complete Job Description
The complete job description is available to members. Premium membership includes:
Full access to 48,944 remote jobs from human-vetted companies, updated daily
Resume Builder - AI-powered tool to craft, enhance, and tailor your resume to a specific job
Twice-monthly live group coaching and the full Remote Career Center
20% member discount on Career Services
Backed by a 30-day money-back guarantee
Company Company Name
Headquarters Headquarters
Founded Founded
Website
BBB URL BBB URL
The company description is available to members. Go Premium for full access to every job and company profile in our remote jobs database, backed by a 30-day money-back guarantee.
