Customer Service Representative II

Planning is done in RightCapital and portfolios are managed in Orion. We are adding a Customer Service Representative II to our operations team. This is a phone-heavy role with set schedules. Breaks and lunch are scheduled by workforce management. You can work from home anywhere in the US. We have no office requirement. We use Slack, Notion and Google Meet. Cameras on for team calls.

The job includes: notice repeat problems and report them to your team lead; transfer calls to the right department with a warm handoff; explain bills and payment options and take payments over the phone; process returns, exchanges, refunds and address changes.

What you'll need:

• Able to sit at a workstation and wear a headset for a full shift.
• Must pass a background check.
• Reliable attendance. Schedule adherence is tracked.

Schedule: Four 10-hour shifts, rotating weekend day.

Compensation: $22.50 - $27.00 per hour

We offer health insurance, 401(k) with 4% match, 11 paid holidays, short- and long-term disability, life insurance and 401(k) with company match.

Start: Flexible.

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