About the job
Customer Service Representative - Financial Services
Industry: Tax and Financial Services
About Us: At getwingapp, we are dedicated to providing exceptional tax preparation, client onboarding, and comprehensive financial services. Our mission is to enhance client interactions and streamline administrative processes, ensuring a smooth experience for all our customers. We leverage advanced software tools such as Go High Level and Financial Sense to facilitate organized workflows and enhance communication.
Objective: We aim to significantly improve the efficiency of our client onboarding process, centralize follow-ups, minimize communication bottlenecks, and professionally address tax-related inquiries.
Join our team as a Customer Service Representative!
Key Responsibilities:
1. Facilitate client onboarding post-sale
2. Oversee follow-ups and necessary document collection
3. Provide knowledgeable responses to tax-related inquiries
4. Collaborate with sales and administrative teams
5. Manage incoming calls, redirect inquiries, and arrange meetings
6. Maintain communication threads in Go High Level
7. Assist with administrative tasks and database management
8. Go above and beyond to engage with customers
9. Perform ad hoc tasks as required
2. Oversee follow-ups and necessary document collection
3. Provide knowledgeable responses to tax-related inquiries
4. Collaborate with sales and administrative teams
5. Manage incoming calls, redirect inquiries, and arrange meetings
6. Maintain communication threads in Go High Level
7. Assist with administrative tasks and database management
8. Go above and beyond to engage with customers
9. Perform ad hoc tasks as required
Required Qualifications:
• Minimum of 4 years of experience in a Customer Service role, preferably within a B2C or B2B environment
• Demonstrated expertise in financial services and tax-related fields
• Exceptional English communication skills, both written and verbal (minimum B2 level)
• Strong proficiency in phone, email, and instant messaging communication
• Excellent organizational and time management abilities
• Tech-savvy, familiar with desktop sharing, cloud services, CRM systems, and VoIP
• Proficient in using online calendars and scheduling tools (e.g., Google Calendar)
• Proactive and detail-oriented with a confident demeanor
• Willingness to work night shifts
• Demonstrated expertise in financial services and tax-related fields
• Exceptional English communication skills, both written and verbal (minimum B2 level)
• Strong proficiency in phone, email, and instant messaging communication
• Excellent organizational and time management abilities
• Tech-savvy, familiar with desktop sharing, cloud services, CRM systems, and VoIP
• Proficient in using online calendars and scheduling tools (e.g., Google Calendar)
• Proactive and detail-oriented with a confident demeanor
• Willingness to work night shifts
Technical Requirements:
• USB headset with noise cancellation
• Functional webcam
• Computer with a minimum 1.8 GHz processor and 4GB RAM
• Internet speed: at least 25 Mbps for primary connection and 10 Mbps for backup
• Functional webcam
• Computer with a minimum 1.8 GHz processor and 4GB RAM
• Internet speed: at least 25 Mbps for primary connection and 10 Mbps for backup
Benefits:
• Comprehensive health insurance (HMO)
• Performance-based incentives
• Job security and stability
• Paid training programs
• Inclusive workplace culture
• Performance-based incentives
• Job security and stability
• Paid training programs
• Inclusive workplace culture
