Handle inbound queries from potential customers via phone, email, and/or chat. Reach out to customers who have initiated an application, guiding them through the process and addressing their questions. Deliver a world-class customer experience.
Act as the first point of contact for inbound mortgage leads, answering initial questions and making clients feel supported.
Work with a high volume of inbound applications to determine timeline and needs, supporting brokers to manage their time.
Review applications for missing details, gathering necessary information and ensuring the file is "broker-ready" before handoff.
Wealthsimple is a financial company that aims to make financial freedom accessible to everyone regardless of age or net worth. They offer simple, smart investing, commission-free stock trading, and high-interest savings accounts.
Analyze customer assets, income, debts, and advise customers on financial products.
Market and promote company products and services to current and potential clients.
Follow up on new leads and referrals resulting from phone and field activity.
BHG Financial is dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions.
Handle client onboarding and manage follow-ups for document collection. Answer tax-related questions with mid-level expertise. Manage inbound calls, redirect inquiries, and schedule meetings using Go High Level.
The company specializes in tax preparation, client onboarding, and financial services.
Provide assistance across phone, email, and chat channels.
Guide users through account needs and resolve issues efficiently.
Collaborate with internal teams to ensure seamless support.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.
In the Client Success Agent role, you will empower clients to take control of their financial future. Provide exceptional voice support in an unscripted environment for clients enrolled in the debt settlement program. Build positive rapport with the client base by discussing complex financial situations and maintaining accurate account documentation.
National Debt Relief was founded in 2009 with the goal of helping an expanding number of consumers deal with overwhelming debt.
Own the product vision, strategy, and roadmap for servicing, loan repayment, and personal loan funding/disbursement across Splash’s platforms.
Design and ship customer journeys for statements, autopay enrollment, payment scheduling, hardship programs, and payoff flows that are clear, compliant, and delightfully simple.
Lead the build-out and optimization of funding and disbursement experiences, ensuring borrowers receive their funds quickly and reliably while meeting partner and regulatory requirements.
Splash Financial's mission is to help people with debt such as refinancing credit cards through their network of Splash, powered credit union and bank partners.
Engage directly with customers via phone, email, and live chat to deliver outstanding support and service. Manage a variety of front-facing interactions, ensuring every conversation reflects a commitment to excellence and care. Provide fast, friendly, and solution-oriented support, resolving questions or guiding someone through a challenge.
AlertMedia helps organizations protect their people and businesses through all phases of an emergency through threat intelligence and communications.
Troubleshoot and respond to inquiries from our customers, primarily through chat but also over calls
Constantly increase your Mangomint product and industry knowledge so you can provide expert-level answers and support
Collaborate with different teams to identify and resolve technical issues reported by customers
Mangomint is a fast-growing SaaS company on a mission to make every salon and spa more profitable. They are a fully remote, fun, and ambitious team and get together every few months in person.
Monitor and respond to inbound customer chats during business hours.
Own and manage the full lifecycle of support tickets (from triage to resolution).
Identify recurring questions or issues and contribute to our internal documentation and customer-facing knowledge base.
Revenue Vessel is a software platform that helps logistics professionals access and analyze import data, primarily serving freight forwarders, customs brokers, trucking companies, and logistics tech providers across the U.S. and beyond. As they grow, they’re committed to delivering fast, accurate, and helpful support that matches the operational urgency of their customers.
Meet with clients 1:1 to provide support, training, product knowledge, and account reviews.
Manage retention efforts for clients who have placed cancellation or are showing indicators of being at-risk.
Act as an advocate for the client's needs and speak confidently and professionally with clients.
Ylopo, LLC is a marketing and technology company providing internet marketing services and lead generation and engagement software to real estate agents. They offer personal development, mentorship, and recognition within a supportive and caring environment dedicated to continuous learning and growth.
Provides high quality administrative support to Financial Advisors. Services a high volume of daily interactions with clients. Processes client financial transactions and expenses.
Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services.
Define and communicate a clear product vision and strategy for the Bonzo CRM platform, ensuring alignment with business objectives and market opportunities.
Define and maintain a comprehensive product roadmap for the CRM platform, prioritizing features and enhancements based on customer needs, market trends, and business goals.
Lead cross-functional teams, including UX, engineering, marketing, and operations, to deliver high-quality CRM solutions.
New American Funding enables Sales teams to drive Sales activities for loan origination and other supporting processes.