Customer Care Agent - Tier 1 Support

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The Role:  This is an opportunity to provide Tier-1 client support for Personal Capital.   The Customer Care Agent – Tier 1 Support will be responsible for the initial response for inbound client inquiries and the facilitation of client issue resolution.

Job Duties:

  • Tier-1 Software Support: Provide initial response to inbound client requests resulting from the use of Personal Capital’s web-based, personal financial advisor software, over the following support channels
    • Email
    • Chat
    • Phone
  • Issue Resolution: Assist in collecting data and escalating client service issues

 

The ideal candidate demonstrates excellent technical aptitude, communication skills, professionalism and enthusiasm to provide clients an exceptional level service.   The candidate must thrive in high-productivity, multi-tasking environments.    

We're proud to be a 2015 "Top Workplace" by The Denver Post!


Desired Skills & Experience:

  • Issue Resolution:  Exposure to client issue resolution, requiring collection of relevant information to escalate/resolve client issues, provide prompt response, direct unresolved issues to designated resources, record details of client actions taken, communicate with internal customers and leaders.
  • Familiarity with HTML, JavaScript and MySQL
  • Exceptional verbal, written and listening communication skills.
  • Possesses high degree of professionalism, patience and grace in servicing clients.
  • Strong interpersonal skills, team-oriented, and collaborative.
  • Adept in various productivity applications (e.g., email, phone, chat, ticketing systems)
  • Past experience in supporting Internet based consumer applications technical support is highly desired.
  • BA/BS in Computer Science or related technical field is highly preferred.
  • Financial services industry experience highly preferred.
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