WFH Customer Service Representative / Front Desk Support

Position: WFH Customer Service Representative / Front Desk Support

Location: Newark, New Jersey, United States (Remote)

Employment Type: Full-time

Salary: USD 22-33 (hourly)

Industry: Corporate Services, Banking and Finance

Company Description:

Withum is a leading wealth management company that prides itself on its core values of integrity, trust, and transparency. Our culture defines the way we work with our clients, our team members, and the communities we serve. We are committed to creating meaningful opportunities for growth and success at all levels.

As a WFH Customer Service Representative / Front Desk Support, you will play a vital role in providing exceptional service to our clients. You will have the opportunity to work remotely and be a part of a dynamic team that is dedicated to delivering a world-class client experience.

Key Responsibilities:

• Serve as the first point of contact for all client inquiries and requests, providing timely and accurate responses

• Assist with client onboarding, account setup, and maintenance

• Coordinate with team members to ensure smooth and efficient client service

• Utilize various communication channels to effectively communicate with clients, including phone, email, and chat

• Maintain client records and ensure all information is accurate and up-to-date

• Collaborate with internal teams to resolve client issues and escalations

• Continuously identify opportunities to improve processes and enhance the overall client experience

• Stay updated on industry trends, product offerings, and company policies to provide accurate and relevant information to clients

Qualifications:

• High School diploma or equivalent required; Bachelor's degree preferred

• 2+ years of customer service experience, preferably in the financial services industry

• Excellent communication skills, both written and verbal

• Strong attention to detail and ability to multitask

• Proficient in Microsoft Office and other relevant software

• Ability to work independently and as part of a team

• Strong problem-solving and decision-making skills

• Prior experience with remote work preferred

• Knowledge of financial products and services is a plus

If you are a self-motivated and customer-focused individual with a passion for delivering exceptional service, we want to hear from you. Join our team at Withum and embark on a fulfilling career in the world of wealth management. Apply now and be a part of The Withum Way!