Job Overview


Withum Wealth Company is seeking a dedicated and professional Work-from-Home Live Chat Support agent to join our team on a Full-Time basis. At Withum, we do things 'The Withum Way' – a philosophy rooted in integrity, trust, and transparency that shapes how we show up for our clients, our team members, and our communities. This is a fantastic opportunity for an individual passionate about delivering a world-class client experience while working from a remote setting. The ideal candidate will be a primary point of contact for our clients, providing timely and effective support that reflects our core values.


This position is fully remote, based in West Virginia, United States.



Responsibilities


 

• Engage with clients in a professional, timely, and empathetic manner through our live chat platform.
• Provide accurate, valid, and comprehensive information by using the right methods and tools.
• Identify and assess client needs to achieve satisfaction and build sustainable relationships of trust.
• Handle client complaints, provide appropriate solutions and alternatives within agreed time limits, and follow up to ensure resolution.
• Maintain detailed records of client interactions, transactions, comments, and complaints.
• Collaborate with internal teams to ensure a seamless client experience and to resolve complex queries.
• Adhere to company communication procedures, guidelines, and policies to maintain our high standard of service.
• Contribute to team efforts by accomplishing related results as needed.

Qualifications


 

• Proven experience in a customer support or client service role, preferably in a live chat environment.
• Exceptional written communication and interpersonal skills, with a keen eye for detail.
• Excellent typing speed and accuracy, with proficiency in using digital communication tools.
• Strong problem-solving skills and the ability to think on your feet.
• The ability to multi-task, prioritise, and manage time effectively in a remote setting.
• A dedicated and quiet home office space with a reliable, high-speed internet connection is essential.
• Familiarity with CRM systems and practices is desirable but not essential.
• Previous experience in the financial services or wealth management sector would be an advantage.

Benefits


 

• A competitive hourly wage of $20 - $30 USD.
• The flexibility and convenience of a fully remote, work-from-home position.
• Comprehensive training and ongoing professional development opportunities.
• A supportive and collaborative team culture that creates meaningful opportunity at every level.
• The chance to be part of a reputable company that values integrity, trust, and a world-class client experience.