Customer Care Representative

Seeking a detail-oriented, flexible, and motivated individual for our fast-paced team of experts. At our firm, we highly value those who demonstrate a deep commitment to their work, possess an insatiable curiosity, and continuously seek knowledge. Strong communication and active listening skills are vital to excel with us. Take the leap and become part of our dynamic team today

**We offer competitive pay in line with Mexican industry standards.**

**Resumes in English only will be considered.**

**We are looking for**:
Someone who has a sparkling personality and is Smart as a Whip is a Customer Care Rep. Strong work ethic, drive to assist, confidence in front of clients, and ability to work independently. Attendance and punctuality are both paramount, as well as a professional demeanor, and excellent customer service skills.

**Responsibilities**:

- Know the client inside and out. You need to be the primary rep, know the clients' personality, likes / dislikes, and how they prefer to work with our team. It will be your job to be the Primary point of contact for any clients over any questions, requests, needs, absolutely anything that they need they will reach out to you first.
- Note that each representative within our company typically have a maximum of 20-40 clients to depending on client size and complexity.
- These clients, once assigned, do not change unless issues arise.
- You will be expected to handle requests not only at the outset of the request but also throughout the process of the entire team (the whole company) managing the request.
- This includes: initial contact, follow-up with the team, final delivery to the client, and the ability to handle any client concerns
- There is deep training provided on this, under the wing of a Sr. Rep, and no new representative is typically allowed to deal with clients until after the 90 days of this deep training is complete.
- Manage and lead Zoom calls and meetings with clients. You are the “host” and must manage the client and team during these meetings (guide the conversation through any agenda and ensure all participants get their questions answered).
- Ensure accurate and timely processing of client requests, including updating client information in the CRM systems (Slack and Insightly primarily).
- Collaborate with team members to address client concerns and escalate complex issues to the appropriate department.
- Maintain confidentiality of client information and adhere to industry regulations and standards.
- Provide administrative support to partners and staff, including scheduling meetings, preparing documents, and managing correspondence.
- Assist with special projects and initiatives as assigned by management.
- Help other departments when needed (if needed) and any other responsibilities as assigned
- The pivotal part of this role is to ensure that the “Customer Care Specialist” thrives for the team and the Manager/HOD

**Qualifications**:

- Native-level proficiency in English
- Minimum 5 years of previous experience in a customer service or client-facing role, preferably in a professional services environment.
- Strong communication skills, both verbal and written, with the ability to communicate complex information clearly and effectively.
- Excellent interpersonal skills and the ability to build rapport with clients and colleagues.
- Detail-oriented with strong organizational and multitasking abilities.
- Proficiency in Google Suite
- Ability to maintain confidentiality and handle sensitive information with discretion.
- Knowledge of basic accounting principles and tax regulations is a plus.

**Tools/Systems/Applications**:
Slack

Insightly

Zoom

Google Suite

**System requirements**:

- This offer requires the use of your own device.
- Internet Speed: At least 10mbps
- CPU: Core i5 (8th generation minimum) or i7 (8th generation minimum)RAM: Minimum of 16GB
- Storage: Minimum 256GB SSD or 500GB HDD
- Operating System: Windows 11 Pro - We’ll assist with installation.
- Audio: A good quality headset preferably equipped with noise cancellation
- Video: A laptop/pc with a webcam or a good-quality webcam

**A few perks to consider once hired include**:

- Permanent Work from home.
- We offer consistent and reliable work hours, and therefore compensation, sought after by most freelancers and independent contractors. A full-time position with us requires work at a minimum of 40 to 50 hours per week.
- This opportunity provides great USA exposure for finance enthusiasts or those curious about this field.
- Paid training. Training isn't just necessary to our company, it is vital. We ensure that our staff develops skill sets to perform a broader range of work. We ensure no one is left behind.
- Equal Staff Opportunity. No company politics.
- Our company embodies a culture of appreciation. We don't take for granted our teams’ fantastic work.
- Collaborative environment: Our team integrates 13 divisions of expertise. We ensure staff can give help and