A wealth-planning technology company has a current position open for a Virtual Customer Service Representative. Must be able to: Manage a large amount of inbound calls or chats Provide support to Client Support team members in one or more areas of expertise Identify customer needs, clarify information, research every issue and provide solutions Qualifications Include: 1+ years of experience in a customer service/support role or relevant experience Familiar with investment planning, retirement planning, life insurance, education planning, estate planning Familiar with web applications Familiar with financial concepts and terms BS degree or relevant experience