🛠 Tech Stack

💼 About This Role

You'll handle client onboarding, follow-ups, and tax-related questions for a financial services firm. You'll streamline client interactions using Go High Level and Financial Sense. This role offers 100% remote work with a supportive team.

🎯 What You'll Do

• Handle client onboarding and document collection
• Answer tax-related client questions
• Manage inbound calls and schedule meetings
• Maintain communication threads in Go High Level

📋 Requirements

• 4+ years as a Customer Service Representative
• Experience in financial services and tax industry
• B2-level English communication skills
• Familiarity with CRM, VoIP, and cloud services

🎁 Benefits & Perks

• 🏖️ Health Insurance (HMO)
• 📈 Performance Incentives
• 🏠 100% Work-From-Home
• 🎓 Upskilling Opportunities
• 💰 Holiday & Overtime Pay