Customer Service Adviser

About the company

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.

Looking for a Customer Service Adviser who wants to stay somewhere for a while. Paid training for the first two weeks. After that you will handle 40 to 60 contacts per shift. We are headquartered in Elgin and have been hiring remotely since 2020. 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.

Responsibilities

• Update customer records accurately
• Answer inbound calls, live chats and emails from a queue
• Transfer calls to the right department with a warm handoff
• Document every interaction in Zendesk or Salesforce Service Cloud
• Meet targets for handle time, quality score and customer satisfaction
• Call customers back on open issues within the promised timeframe

Who you are

• 3+ years of customer service, retail, hospitality or call centre experience
• Must pass a background check
• Comfortable using multiple screens and systems at the same time
• Clear speaking voice and good listening skills

Schedule: Monday to Friday, 8:00 AM to 4:30 PM

Why work with us

$1,500-$1,700 monthly

• Annual rate review
• Long-term engagement
• Monthly internet allowance

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.