Client Chat Support

This is a remote position.

We are looking for a detail-oriented and articulate Client Chat Support Specialist to join our growing financial services this role you will be the digital front line for our clients providing clear accurate and professional assistance via live chat.

You will serve as a trusted resource helping clients navigate compliance requirements verify transaction histories and submit essential documentation. If you have a knack for typing complex information clearly and enjoy the fast-paced nature of real-time problem-solving we want to hear from you.

• Real-Time Client Support: Respond to inbound client inquiries via live chat promptly maintaining a professional tone and high typing accuracy.
  

• Compliance & Account Guidance: Answer questions regarding compliance status regulatory reporting and KYC (Know Your Customer) requirements.
  

• Transaction & History Review: Assist clients with inquiries about their transaction history account balances and statement reconciliation.
  

• Document Management: Guide clients through document submission processes ensuring all uploaded files meet regulatory standards.
  

• Issue Resolution: Troubleshoot and resolve issues related to account status and reporting discrepancies escalating complex cases to the appropriate internal teams when necessary.
  

• CRM Administration: Meticulously document all client interactions resolutions and follow-up tasks in our Client Relationship Management (CRM) system to ensure a seamless audit trail.
  

• Experience: 1 years of experience in customer service client support or a call center environment (financial services experience preferred).
  

• Communication: Exceptional written communication skills with the ability to convey complex financial concepts in a clear concise and empathetic manner.
  

• Technical Skills: Proficiency in using CRMs (e.g. Salesforce HubSpot) and live chat platforms. Ability to type 50 WPM.
  

• Compliance Mindset: Understanding of data privacy and the importance of handling sensitive financial information (HIPAA/GLB compliance knowledge is a plus).
  

• Competitive salary range of $58000 $68000/year.
  

• Comprehensive health dental and vision insurance.
  

• 401(k) matching program.
  

• Paid time off (PTO) and federal holidays.
  

• Remote work flexibility and a supportive team culture.
  

• Professional development opportunities and tuition reimbursement.