Senior Customer Service Advisor

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.

Bear Creek Wealth Management is looking for a Senior Customer Service Advisor to join a small, steady team. Hourly pay plus quarterly performance bonus, health benefits after 60 days and paid time off. We hire in South Africa through an employer of record, so this is a regular full-time job with local payroll and statutory benefits. Core hours overlap with US Central time, 9:00 AM to 1:00 PM CT. A quiet workspace and good internet are required.

What you'll be doing:

• Escalate complaints that need a supervisor or another department.
• Answer inbound calls, live chats and emails from a queue.
• Process returns, exchanges, refunds and address changes.
• Call customers back on open issues within the promised timeframe.
• Transfer calls to the right department with a warm handoff.

Minimum qualifications:

• 6+ years of customer service, retail, hospitality or call centre experience.
• High school diploma or GED.
• Basic computer skills (Windows, Outlook, web browsers)
• Comfortable using multiple screens and systems at the same time.
• Clear speaking voice and good listening skills.

Preferred qualifications:

• Knowledge of e-commerce order systems such as Shopify.

Compensation and benefits:

• Wellness allowance.
• Flexible hours.
• Paid sick days.
• Annual team retreat.
• Two weeks of paid leave at year end.
• Public holidays observed per your country.

This posting may close early if we receive enough applications.

Please include your notice period and salary expectations.

Start: Flexible.

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