Customer Support Specialist – Voice, Financial Industry Experience

Outsourcey

Join Outsourcey as a Customer Support Specialist handling customer inquiries in the financial industry. Collaborate with our team to provide exceptional service in a dynamic environment.

Posted 5/9/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Respond to customer inquiries via phone, email, and chat in a professional and timely manner.
Troubleshoot customer issues and provide effective solutions.
Maintain accurate records of customer interactions, issues, and resolutions.
Collaborate with internal teams to escalate and resolve complex problems.
Assist customers with order processing, account management, and product/service information.
Identify customer needs and provide recommendations for products or services.
Ensure a high level of customer satisfaction through proactive and empathetic support.
Stay updated on company products, policies, and procedures.

Requirements

What you’ll need

Minimum 2.5 years of experience in a customer support or similar role.
Excellent verbal and written communication skills.
Ability to quickly assess customer needs and provide effective solutions.
Experience with customer support software, CRM systems, and helpdesk tools.
Strong organizational skills and ability to multitask.
Passion for delivering excellent customer service.
Comfortable working in a fast-paced and dynamic environment.
Good to have not mandatory would be experience with accounting/finance.

Benefits

Comp & perks

Competitive salary
Opportunity to shape the HR function of a rapidly growing BPO.
Work closely with a team of industry leaders who have successfully scaled BPOs in the past.
Career growth and development opportunities.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer supportorder processingaccount managementtroubleshootingproblem solving

Soft Skills

communicationorganizational skillsmultitaskingcustomer serviceempathy