Responsibilities
- Handle client onboarding after sales close
- Manage follow-ups and document collection
- Answer tax-related questions (mid-level expertise needed)
- Coordinate with sales and office teams
- Manage inbound calls, redirect inquiries, and schedule meetings
- Maintain communication threads in Go High Level
- Support administrative projects and database updates
- Take the extra mile to engage customers
- Ad hoc tasks
Requirements
- At least 4 years of proven experience as a Customer Service Representative in a B2C or B2B capacity
- Proven Experience in Financial Services and Tax-related industry
- Excellent English communication skills, both written and verbal (at least B2 level)
- Excellent phone, email, and instant messaging communication skills
- Solid organizational and time management skills
- Tech savvy & familiar with current technologies, like desktop sharing, cloud services, CRM, and VoIP
- Knowledge of online calendars and scheduling (e.g., Google Calendar)
- Proactive & confident with keen attention to details
- Able to work on a graveyard shift
Benefits
- Health Insurance (HMO)
- Performance Incentives
- Job Security and Stability
- Paid Training
- Inclusive Culture
- Upskilling Opportunities
- 100% Work-From-Home
- Exceptionally Supportive Team
- Opportunities for Career Growth
- Fun Work Environment
- Holiday & Overtime Pay
