About the Role
As a Remote Customer Representative at Capital Crest Private Wealth, you’ll be the first point of contact for our clients, ensuring every interaction reflects our commitment to professionalism, trust, and personalized financial care. You’ll assist clients with inquiries, appointment scheduling, account access, and general support — all while maintaining discretion and a client-first mindset.
Responsibilities
- Provide exceptional remote customer service via phone, email, and chat.
- Assist clients with portal navigation, document submissions, and updates.
- Collaborate with advisors to resolve client issues efficiently and professionally.
- Maintain accurate client records in CRM systems.
- Handle sensitive information in accordance with company confidentiality standards.
Qualifications
- High school diploma or equivalent required; bachelor’s degree preferred but not required.
- 2+ years of experience in customer service, preferably in finance or a professional services environment.
- Excellent verbal and written communication skills.
- Strong multitasking and organizational abilities in remote work environments.
- Comfortable with CRM tools and virtual communication platforms (Zoom, Slack, etc.).