Investment Specialist

Overview

We are helping a U.S.-based financial services organization to hire
Customer Support Representatives (Investment Account)
to support clients using a proprietary financial and investment platform. This role is highly client-facing and requires strong written and verbal communication skills, critical thinking, and a willingness to learn financial concepts on the job.

The ideal candidate is personable, coachable, and comfortable handling a high volume of customer inquiries while delivering a consistently positive client experience.

Key Responsibilities

• Serve as a primary point of contact for customer inquiries via email and phone
• Handle a high volume of support tickets daily, primarily focused on routine and recurring requests
• Investigate customer issues by reviewing account details, platform activity, and relevant documentation
• Provide clear, professional, and timely responses to customers <...