Client Support Agent

Company Overview:

Figure Financial is dedicated to empowering small businesses and accounting professionals with innovative strategies and comprehensive tax solutions. Our mission is to demystify the complexities of taxation by helping small businesses uncover specialty tax credits they may not know they are eligible for. Through partnerships with CPA and accounting firms, we help fill a gap in providing specialty tax credits. We strive to maximize value for our clients, enhancing their financial health and fostering growth. Through collaboration, integrity, and a commitment to excellence, we aim to be the trusted partner in navigating the ever-evolving financial landscape, ensuring our clients are always positioned for success.

Job Description:

We are seeking a dedicated and enthusiastic Client Support Specialist to join our team. The ideal candidate will be passionate about providing exceptional customer service and support to our clients. This role is crucial in ensuring our clients have a positive experience with our products/services, resolving their inquiries efficiently and effectively.

Job Responsibilities:

• Serve as the point of contact for Client Support inquiries via phone, email, and chat.
• Provide timely and accurate responses to client questions and issues.
• Assist clients with product/service-related inquiries, troubleshooting, and problem resolution.
• Educate clients on product features and best practices.
• Collaborate with internal teams to escalate and resolve complex client issues.
• Maintain detailed and accurate records of client interactions and transactions.
• Identify opportunities for improvement in our products and services based on client feedback.
• Participate in training sessions to stay updated on product knowledge and Client Support techniques.

Job Qualifications:

Must have:

• Excellent communication skills, both written and verbal.
• Strong problem-solving abilities and attention to detail.
• Ability to multitask and manage time effectively.
• Empathetic and patient attitude towards clients.
• Proficiency with CRM software and other customer support tools is a plus.

Nice to have:

• Previous experience in customer service or Client Support role preferred.

Compensation: $17/Hour

Benefits:

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you're a talented, motivated Client Support Agent, we encourage you to apply.

Medical with HSA Options

Dental

Vision

Accident

Critical Illness

401(k) matching

Company paid life insurance

Two weeks PTO

Paid holidays

Weekly employee appreciation lunch

Please not that only qualified candidates will be contacted.

Figure Financial Inc. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We encourage qualified candidates of all backgrounds to apply.