Senior Customer Service Advisor

Most of the day-to-day work involves portfolio rebalancing, tax-loss harvesting and quarterly reviews. Clients pay a flat annual fee, and the firm takes no commissions. Dress is business casual, and suits come out for client meetings.

Position summary

The Senior Customer Service Advisor answers customer calls, chats and emails about orders, billing and account changes. Paid training for the first two weeks. After that you will handle 40 to 60 contacts per shift. The company is based in Phoenix, the US. The team is spread across multiple countries. This is a full-time remote role. We use an employer of record in Bangladesh, so you get a proper employment contract, not a freelance agreement. Core hours overlap with US Central time, 9:00 AM to 1:00 PM CT. Good written English matters here, since most updates are written.

In this role you will

• Document every interaction in Zendesk or Salesforce Service Cloud.
• Call customers back on open issues within the promised timeframe.
• Look up orders, accounts and shipping status in the CRM and order system.
• Answer inbound calls, live chats and emails from a queue.
• Update customer records accurately.
• Complete required training and quality coaching sessions.

Skills and experience

• 6+ years of customer service, retail, hospitality or call centre experience.
• For remote roles: quiet workspace and wired internet at 25 Mbps or faster.
• Comfortable using multiple screens and systems at the same time.
• Able to sit at a workstation and wear a headset for a full shift.
• High school diploma or GED.
• Reliable attendance. Schedule adherence is tracked.

Compensation and benefits

• Annual salary review.
• Performance bonus.
• Paid sick days.
• Monthly internet allowance.

Please submit your CV in English.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at AGP Financial Inc..