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Customer Support Representative - escalations (remote)

Summit Beacon Financial Group · Remote · full time

Summit Beacon Financial Group is looking for a Customer Support Representative. The job centres on escalations for customer onboarding, and it would suit someone who likes steady, practical work. Trust is the product, so accuracy and clarity matter. What you will do • Document every interaction and follow up when you promise to. • Answer questions by phone, email and chat in a friendly and clear way. • Resolve billing and account issues, including customer onboarding, on the first contact when possible. • Escalate complex cases with all details attached. • Share recurring problems with the team so they can be fixed. What we are looking for • Clear spoken and written communication. • Patience with people who are stressed or upset. • One or more years in customer service. Nice to have • Experience with customer onboarding. • Bilingual English and Spanish. Working arrangement • Full-time, Monday to Friday. • Remote-friendly, with quarterly visits in Buffalo. • We will tell you what to expect at each step of the hiring process.

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