[Remote] Customer Service Representative

Note: The job is a remote job and is open to candidates in USA. Beyond Finance is dedicated to helping Americans overcome debt and achieve financial stability. They are seeking a Customer Service Representative to serve as the primary contact for clients in financial hardship programs, providing exceptional service and support throughout the client journey.ResponsibilitiesAbove all else, provide a helpful and caring customer service experience over high volume inbound and outbound client phone calls of varying complexity by responding to client requests, anticipating unstated needs, and educating them on our programs in a remote call center environmentProactively identify, analyze and resolve client issues by utilizing active listening and critical thinking to provide first call resolution with focus on the customer relationshipExhibit strong written/verbal communication skills, excel at customer interaction, and deliver practical solutionsDevelop and maintain positive client relations and work collaboratively with other departments within the company to ensure client requests and questions are appropriately handled in a timely mannerWork independently and with a team to drive retention of clients through bolstering product knowledge and providing best-in-class service at all timesOperate, navigate, and troubleshoot a desktop computer to obtain and extract information; research through multiple computer programs/systems simultaneously and document information, activities and changes in the CRM database (Client Relationship Management System) for client accounts. Apply various troubleshooting techniques to resolve complicated technical or configuration issuesContinuously learn, interpret and utilize company and industry knowledge, practices, and procedures to deliver accurate and up-to-date solutionsMeet and exceed client centric performance expectations focused around quality of service and efficiencyEngage with feedback to leader and team to collaborate and streamline workflowsSkillsMinimum 1 year relevant call center experienceReliable, high speed internet connection with ethernetStrong computer technical skills with the ability to learn and navigate complex systemsExcellent communication skills (written, verbal, and listening)You operate with understanding, active listening, patience, empathy and kindness to customersStrong interpersonal skills and can independently handle routine and complex client inquiriesHave a people-focused approach and solution mindset, you're an effective problem solverEffective at time management, planning & organizing tasksAbility to work from home in a distraction free environmentBilingual - SpanishBenefitsConsiderable employer contributions for health, dental, and vision programsGenerous PTO, paid holidays, and paid parental leave401(k) matching programMerit advancement opportunitiesCareer development & trainingCompany OverviewBeyond Finance provides financial services to help individuals overcome debt and gain financial peace of mind. It was founded in 2016, and is headquartered in Houston, Texas, USA, with a workforce of 1001-5000 employees. Its website is http://www.beyondfinance.com.Company H1B SponsorshipBeyond Finance has a track record of offering H1B sponsorships, with 28 in 2025, 22 in 2024, 14 in 2023, 4 in 2022, 13 in 2021, 2 in 2020. Please note that this does not guarantee sponsorship for this specific role.



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