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Customer Support Representative

Wealthbox, a maker of CRM software for financial advisors, is seeking a Customer Support Representative for our online application.

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11-50

Wealthbox, a maker of CRM software for financial advisors, is seeking a Customer Support Representative for our online application. You will be handling support requests by email via help-desk ticketing software and also speak with customers via telephone, text chat, and screen-sharing.

Responsibilities

  • Respond via email and telephone to customer questions.

  • Process feature requests and bug reports.

  • Demonstrate features or witness customer problems via instant screen-sharing.

  • Document customer issues and feature requests.

  • Manage a knowledge base of FAQs.

  • Identify and suggest improvements to our products and our support systems.

Desired Skills & Experience

  • 1+ years of online customer support experience.

  • Experience with supporting web application software used by consumers and/or business professionals.

  • Basic knowledge of cloud service offerings, toolsets, operating systems, and browsers.

  • Strong communication skills, especially via email, live chat, and telephone.

  • Helpful, cheerful personality who’s adept at solving other people’s problems on the other end of the line.

  • Responsible, ethical, always in the mood to help our customers.

Work Schedule

  • Weekdays, during business hours.

  • No travel required.

Benefits

  • Competitive compensation

  • Comprehensive health plan coverage

  • 401k plan

  • Paid time off

Interested? Email us a note with your resume and a link to your Linkedin profile to [email protected].

About this role

August 16th, 2022

June 17th, 2022

Full Time

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About Wealthbox

Learn about Wealthbox and their company culture.

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Modern CRM for financial advisors.

Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.

The Product

Wealthbox® is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.

The Company

Wealthbox is made and operated by Starburst Labs, Inc. With locations in New York City and Providence, we create, design, develop, and operate a stack of complementary web-and-mobile apps that are vertically aligned in the wealth management sector. With a focus on simplicity and usability, our online products make use of modern design and development practices and reflect the growing consumerization of the financial enterprise and increasing simplicity of the investing experience.

At Wealthbox, we serve thousands of financial advisors with our modern CRM software, which provides an easy way to manage client relationships, organize and execute workflow processes, and collaborate with a team in a powerful and beautiful software solution.

Wealthbox has executed on a product-led growth strategy in SaaS. Our revenue is skyrocketing and the velocity is increasing. Wealthbox’s conversion rate for free-trial-to-paid-subscriptions runs between 50% – 65% in any given month.

The Founders

Starburst Labs is comprised of John Rourke, CEO, and Dan Ferranti, CTO, and a team of designers, developers, and customer support personnel with deep experience in fin-tech CRM, social media, and software-as-a-service operations. Interested in joining us? We are hiring.

Tech stack

Learn about the technology and tools that Wealthbox uses.

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Benefits and perks

Learn about the benefits and perks that Wealthbox provides.

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Healthcare benefits

Excellent medical, dental, and vision insurance.

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Retirement benefits

401(k) plans to help you invest in your future.

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