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Retirement Solutions Advisors

via Remote Jobs USA

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Remote Online chat specialist

Anywhere
full-time
Posted 9/10/2025
Verified Source
Key Skills:
Customer Service
CRM Tools (e.g., Zendesk, Salesforce)
Live Chat Support
Telephone Etiquette
Communication Skills
Multitasking
Customer Relationship Building
Administrative Support

Compensation

Salary Range

$40K - 60K a year

Responsibilities

Handle live chat customer inquiries, escalate issues as needed, build customer relationships, promote products, and provide administrative support remotely.

Requirements

High school diploma or equivalent, customer service experience, strong communication and telephone etiquette, CRM familiarity, multitasking ability, and adaptability.

Full Description

Company Description The “right fit” must be determined with care. Our extensive knowledge of the legal and regulatory environment assures our client’s plan design and operation will meet these requirements. We draw on this same knowledge base to provide our clients with ideas and strategies for maximizing plan contributions and asset accumulation. Job Description Responsibilities: • Answers incoming customer live chats regarding website navigation issues, service questions, and general client concerns • Evaluate customer interactions and elevate issues to Online Chat Manager when appropriate • Crete relationships with new customers to better understand and achieve their needs • Respond to the customer questions, inquiries, requests and problems accurately, concisely and appropriately • Promotes interest in client products and services • Consistently achieves established standards of the position • Continually portray and project a positive and professional image. • Provide administrative support to the customer service team • May assist with overflow work and other duties as needed • Promotes interest in client products and services • Consistently achieves established standards of the position • Continually portray and project a positive and professional image • Provide administrative support to the customer service team • May assist with overflow work and other duties as needed • This position is also a remote position in which you will be working from home Qualifications Requirements: • High school diploma or equivalent. • Experience in customer service. • Strong telephone etiquette. • Familiarity with CRM tools. • Excellent communication skills. • Ability to manage multiple tasks at once. • Ability to adapt to different personalities. Additional Information All your information will be kept confidential according to EEO guidelines.

This job posting was last updated on 9/11/2025

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