Call Center Representative

Since 1957, the firm has administered 401(k) and profit-sharing plans for employers in Kentucky. Most of the day-to-day work involves portfolio rebalancing, tax-loss harvesting and quarterly reviews. Still family owned, 69 years on.

Overview:

MR Wealth Management is hiring a Call Center Representative to work remotely from the US. Looking for patient people who can follow a process, type while they talk and stay polite with upset callers. You can work from home anywhere in the US. We have no office requirement.

What you'll do:

• Meet targets for handle time, quality score and customer satisfaction.
• Explain bills and payment options and take payments over the phone.
• Call customers back on open issues within the promised timeframe.
• Transfer calls to the right department with a warm handoff.
• Answer inbound calls, live chats and emails from a queue.
• Notice repeat problems and report them to your team lead.
• Complete required training and quality coaching sessions.
• Look up orders, accounts and shipping status in the CRM and order system.

Required qualifications:

• 2+ years of customer service, retail, hospitality or call center experience.
• Reliable attendance. Schedule adherence is tracked.
• Able to sit at a workstation and wear a headset for a full shift.
• High school diploma or GED.
• Clear speaking voice and good listening skills.
• Must pass a background check.
• For remote roles: quiet workspace and wired internet at 25 Mbps or faster.

Preferred:

• Bilingual English and Spanish (pay differential)
• Chat support experience.
• Knowledge of e-commerce order systems such as Shopify.

Schedule: Monday to Friday, 11:00 AM to 7:30 PM

Benefits:

• Medical, dental and vision insurance.
• 401(k) with 4% match.
• Paid holidays.
• Overtime available.
• Short- and long-term disability.
• Employee discount.
• Uniforms provided.

Agencies: please do not contact us about this role.

We are unable to sponsor visas for this position.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at MR Wealth Management.