Customer Support

• Complete core support training, shadow senior team members, and receive mentorship throughout the program
• Serve as the first point of contact for our investor clients via phone and email
• Independently handle routine client support tasks, ensuring high client satisfaction and resolving issues like portal login questions and tax document access
• Identify, scope, develop, and deploy a high-value AI-powered solution to streamline a workflow or proactively address common issues faced by our Support Team
• Collect input from senior team members to help amplify your project’s success
• Present the final project, documentation, and impact to department leadership

Customer Support AI Solutions, Intern

Customer Service Support Representative – Client Billing

Licensed Customer Service Representative

Bilingual Licensed Customer Service Representative

Lead Customer Support Associate

Customer Service Representative