Customer Success Representative (Financial Services)

Customer Service Representative (Financial Services)

Client Industry: Tax and Financial Services

Client Business Overview: The company specializes in tax preparation, client onboarding, and financial services. They are seeking additional support to streamline client interactions, documentation follow-up, and administrative processes. The business relies heavily on client communication, organized workflows, and software tools like Go High Level and Financial Sense.

Goal: Improve client onboarding efficiency, centralize follow-up processes, reduce communication bottlenecks, and ensure smooth handling of tax-related client questions.

And we’re looking for a Customer Service Representative to start immediately!

Duties and Responsibilities include, but are not limited to:

• Handle client onboarding after sales close
• Manage follow-ups and document collection
• Answer tax-related questions (mid-level experti...