Customer Support Representative - new-customer onboarding (Pittsburgh, PA)
Summit Cobalt Financial · Pittsburgh, PA · full time
Summit Cobalt Financial is looking for a Customer Support Representative. The job centres on new-customer onboarding for regulatory reports, and it would suit someone who likes steady, practical work.
You would work closely with colleagues in operations, support and management.
What you will do
• Document every interaction and follow up when you promise to.
• Share recurring problems with the team so they can be fixed.
• Escalate complex cases with all details attached.
• 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.
What we are looking for
• Patience with people who are stressed or upset.
• One or more years in customer service.
• Clear spoken and written communication.
Nice to have
• Experience with regulatory reports.
• Bilingual English and Spanish.
Working arrangement
• Full-time, Monday to Friday.
• On site in Pittsburgh, with some flexibility after the first few months.
• We will tell you what to expect at each step of the hiring process.
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