Customer Success Representative (Financial Services)
Location
remote, romblon
Job Type
Full-time
Category
Finance, Management & Operations
Posted
June 03, 2026
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...