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Live Chat Representative - Remote

Remote, USA Full-time Posted 2025-05-21

About us: Pro Financial Health is a thriving financial services company committed to providing professional, reliable, and trusted financial solutions. We believe in integrity, transparency and prioritize customer satisfaction. Our team, spread over diverse locations, provides innovative solutions while harnessing communication technology to ensure our clients are empowered to make astute... decisions. The Opportunity: We’re looking for a results-driven "Live Chat Representative - Remote", who is dedicated to delivering outstanding customer service. As an entry-level position, this opportunity provides the perfect starting point for a career in the financial services industry. With us, your primary role will be to interface with our esteemed clients, help resolve their concerns, and guide them through our range of services. Job Responsibilities: • Assist clients via our live chat platform, providing swift, courteous, and effective support on product information, technical questions, or potential complaints. • Upkeep and increase customer satisfaction levels, establishing a strong rapport through professional and friendly conversations. • Document chat interactions, feedback, and appropriate reporting of customer concerns. • Collaborate with various teams to resolve customer inquiries promptly, including escalating necessary concerns for further review. • Contribute to the improvement of the chat process, suggesting measures for enhancing the live chat system. Desired Qualifications: • Excellent written communication skills, with an ability to express points concisely and clearly. • The possession of basic computer skills, including knowledge of CRM systems and practices. • Determination to learn more about our services. • Strong problem-solving skills, demonstrating patience and thoughtfulness. • A high level of self-motivation, plus the capacity to work well alone, or as part of a team. Nice-to-haves: • Prior experience in handling live chats or a customer services role. • Availability to work on a flexible schedule • Able to comfortably type 40+ wpm. This is a remote position

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