Customer Service Advisor

Since 2003, the firm has grown through acquisitions of independent advisory practices. Regulatory oversight is constant, and the compliance department is one of the largest in the company. Founded in 2003, we now have 1,600 employees. Quarter-end is busy, and everyone helps with client review prep.

Overview:

The Customer Service Advisor answers customer calls, chats and emails about orders, billing and account changes. You will be employed through our employer-of-record partner in India, with a local contract and salary paid in Indian rupees. Expect to work a schedule that overlaps with US Eastern business hours until about noon ET.

Job duties:

• Document every interaction in Zendesk or Salesforce Service Cloud
• Transfer calls to the right department with a warm handoff
• Update customer records accurately
• Meet targets for handle time, quality score and customer satisfaction
• Follow scripts and required disclosures on recorded lines

Qualifications:

• For remote roles: quiet workspace and wired internet at 25 Mbps or faster
• Typing speed of at least 35 WPM
• Clear speaking voice and good listening skills
• High school diploma or GED
• Comfortable using multiple screens and systems at the same time
• Basic computer skills (Windows, Outlook, web browsers)

Preferred qualifications:

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

Schedule: Tuesday to Saturday, 9:00 AM to 5:30 PM

Benefits:

• Co-working space stipend
• Annual learning budget
• Annual salary review
• Annual team retreat
• Paid parental leave
• Performance bonus
• Monthly internet allowance

Start: Flexible.

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