Customer Service Adviser

About us

Small business owners and physicians make up a large share of the client list. Bear Creek Wealth Management is a fee-only advisory practice with two advisors, a paraplanner and an office manager. Licensing exams (SIE, Series 7, Series 66) are paid for, with study time during work hours.

Overview

Bear Creek Wealth Management is hiring a Customer Service Adviser to work remotely from South Africa. Looking for patient people who can follow a process, type while they talk and stay polite with upset callers. Our team is spread across 17 countries. Headquarters is in Elgin. Contract role, full-time hours, paid in USD at the end of each month. Core hours overlap with US Central time, 9:00 AM to 1:00 PM CT. We use Slack, Notion and Google Meet. Cameras on for team calls.

Main duties

• Complete required training and quality coaching sessions.
• Document every interaction in Zendesk or Salesforce Service Cloud.
• Notice repeat problems and report them to your team lead.
• Meet targets for handle time, quality score and customer satisfaction.
• Process returns, exchanges, refunds and address changes.

Required qualifications

• 2-4 years of customer service, retail, hospitality or call centre experience.
• Comfortable using multiple screens and systems at the same time.
• Able to sit at a workstation and wear a headset for a full shift.
• Typing speed of at least 35 WPM.
• Clear speaking voice and good listening skills.
• High school diploma or GED.

Pay and benefits

• Flexible hours.
• Company laptop.
• Paid in USD.

Applications are reviewed on a rolling basis.

Duration: 6 months. Start: Immediately.

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