Customer Service Representative (Financial Services)

Client Interaction:

• Handle client onboarding after sales close.
• Take the extra mile to engage customers.
• Maintain communication threads in Go High Level.

Client Support:

• Answer tax-related questions with mid-level expertise.
• Manage follow-ups and document collection.
• Manage inbound calls and redirect inquiries.

Team Coordination:

• Coordinate with sales and office teams.
• Support administrative projects and database updates.
• Schedule meetings