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Customer Support Representative - escalations (Sacramento, CA)

Clearpath Rook Financial Group · Sacramento, CA · full time

Clearpath Rook Financial Group is looking for a Customer Support Representative. The job centres on escalations for regulatory reports, and it would suit someone who likes steady, practical work. Trust is the product, so accuracy and clarity matter. What you will do • Answer questions by phone, email and chat in a friendly and clear way. • Resolve billing and account issues, including regulatory reports, on the first contact when possible. • Escalate complex cases with all details attached. • Document every interaction and follow up when you promise to. • 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 regulatory reports. • Bilingual English and Spanish. Working arrangement • Full-time, on a regular day shift. • On site in Sacramento. • We will tell you what to expect at each step of the hiring process.

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