Location: Remote, USA | EST Preferred
About Wealthbox
Wealthbox is the #1 rated CRM software for financial advisors and the fastest-growing platform in the market. We serve thousands of financial advisors with modern, AI-powered software that makes it easy to manage client relationships, streamline workflows, and collaborate with a team in a product people actually love to use.
The Role
Wealthbox is seeking a Customer Support Representative to support the product and our customers. In this role, you will handle support requests by email via help-desk ticketing software, and you’ll also assist customers through phone calls, text chat, and screen-sharing.
What You’ll Do
Apply Now
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About Wealthbox
Wealthbox is the #1 rated CRM software for financial advisors and the fastest-growing platform in the market. We serve thousands of financial advisors with modern, AI-powered software that makes it easy to manage client relationships, streamline workflows, and collaborate with a team in a product people actually love to use.
The Role
Wealthbox is seeking a Customer Support Representative to support the product and our customers. In this role, you will handle support requests by email via help-desk ticketing software, and you’ll also assist customers through phone calls, text chat, and screen-sharing.
What You’ll Do
- Resolve our customer’s questions, issues, and needs through email, phone, video conferencing and screen-sharing.
- Track customer inquiries and ensure timely resolution while escalating complex technical issues when necessary.
- Document and process feature requests and bug reports while collaborating with the product and engineering team to address issues.
- Configure and improve our AI-driven support ticketing system by creating prompts, rules, routing logic, labeling/triaging tickets, and feeding product knowledge so the AI handles Wealthbox-specific situations more effectively.
- Maintain and update our knowledge base documentation, including FAQs.
- Identify and suggest improvements to our product and our support systems.
- Contribute to overall customer success by identifying common issues and helping to improve user experience.
- Stay current on Wealthbox product updates and industry trends affecting financial institutions.
- 2+ years of online customer support experience, preferably in SaaS (FinTech industry experience is a bonus).
- Experience with supporting web application software used by consumers and/or business professionals. (CRM software is a bonus).
- Basic knowledge of cloud service offerings, toolsets, operating systems, and browsers.
- Strong communication skills, especially via email, live chat, and telephone.
- Strong time management and project management skills.
- Helpful, cheerful personality who’s adept at solving other people’s problems on the other end of the line.
- Responsible, ethical, always ready to assist customers with a positive attitude.
- Weekdays, during business hours
- No travel required (fully remote)
- Competitive compensation
- Comprehensive health plan coverage
- 401k plan
- Paid time off
Apply Now
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