Customer Support Specialist / Live Chat Support - USA REMOTE

Our Lady of Mercy Catholic Church is looking for a motivated and empathetic Customer Support Specialist to join our team as a Live Chat Support representative. In this role, you will be the front-line support for our clients, providing exceptional service and assistance as they navigate their financial planning journeys. You will contribute to our mission of integrating financial wellness with environmental sustainability by ensuring that our clients feel heard, informed, and supported.

Responsibilities

Provide real-time support to clients via live chat, addressing inquiries and resolving issues promptly

Identify and escalate critical issues while maintaining a high level of service

Document client interactions accurately in the CRM system

Collaborate with the sales and financial planning teams to ensure a consistent client experience

Assist in the development of FAQs and other support documentation

Gather client feedback to help improve services and processes

Stay up-to-date on product knowledge and industry trends to effectively assist clients

Requirements

High school diploma or equivalent; degree in communications, business, or related field preferred

Previous experience in customer support or live chat roles

Excellent written communication skills with a focus on clarity and professionalism

Strong problem-solving abilities and a proactive approach to client support

Ability to manage multiple chats and respond to clients efficiently

Familiarity with CRM software and live chat tools

Passion for client service and a commitment to ethical practices

Benefits

Health Care Plan (Medical, Dental & Vision)

Retirement Plan (401k, IRA)

Life Insurance (Basic, Voluntary & AD&D)

Paid Time Off (Vacation, Sick & Public Holidays)

Short Term & Long Term Disability

Training & Development

Work From Home

Stock Option Plan