Customer Service Representative (Financial Services)

Wing Assistant

3 months ago

4.2 on Glassdoor

Remote

Full Time

Medior

1 applicant

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About this role

The Customer Service Representative (Financial Services) supports a tax and financial services company by managing client onboarding and ensuring efficient communication throughout the client lifecycle. The role focuses on handling client interactions related to tax preparation and financial services, maintaining organized workflows, and using software tools such as Go High Level and Financial Sense. The position operates in a remote environment aligned to a U.S. Central Time schedule. It contributes to improving onboarding efficiency, centralizing follow-ups, and reducing communication bottlenecks for tax-related client inquiries.

Skills

About Wing Assistant

wingassistant.com

Wing Assistant is a virtual staffing platform that connects businesses with top 0.5% remote virtual assistants across admin, sales, marketing, and other functions. They offer affordable global talent (advertised under $8/hr) on a simple month-to-month subscription and provide onboarding, training, a dedicated CSM, and ongoing quality supervision. Customers get access to a WorkSpace app and managed support to scale recurring operational work. The service targets businesses seeking cost-effective, vetted remote support with hands-on account management and productivity tools.