... great customer experience. This will be for a part-time, contractor position. You would be one of Addition Wealth's early financial professionals in the United Kingdom, helping guide and shape ...
12 Addition Customer Service Jobs Hiring Near You
... great customer experience. This will be for a part-time, contractor position. You would be one of Addition Wealth's early financial professionals in the United Kingdom, helping guide and shape ...
Overview At Addition Wealth, we're on a mission to redefine financial health by making personalized ... services industry. * Strong experience managing and maintaining CRM systems including pipeline ...
Quick apply
Overview At Addition Wealth, we're on a mission to redefine financial health by making personalized ... services industry. * Strong experience managing and maintaining CRM systems including pipeline ...
... Addition Wealth's presence across the financial services landscape. What You'll Work On: * Drive ... Collaborate cross-functionally with marketing, product, and customer success to ensure a strong ...
... Addition Wealth's presence across the financial services landscape. What You'll Work On: * Drive ... Collaborate cross-functionally with marketing, product, and customer success to ensure a strong ...
... Addition Wealth's presence across the financial services landscape. What You'll Work On: * Drive ... Collaborate cross-functionally with marketing, product, and customer success to ensure a strong ...
... Addition Wealth's presence across the financial services landscape. What You'll Work On: * Drive ... Collaborate cross-functionally with marketing, product, and customer success to ensure a strong ...
Enterprise Account Executive
New York, NY · Remote
... Addition Wealth's presence across the financial services landscape. What You'll Work On: * Drive ... Collaborate cross-functionally with marketing, product, and customer success to ensure a strong ...
Enterprise Account Executive
New York, NY · Remote
... Addition Wealth's presence across the financial services landscape. What You'll Work On: * Drive ... Collaborate cross-functionally with marketing, product, and customer success to ensure a strong ...
... Addition Wealth's presence across the financial services landscape. What You'll Work On: * Drive ... Collaborate cross-functionally with marketing, product, and customer success to ensure a strong ...
... Addition Wealth's presence across the financial services landscape. What You'll Work On: * Drive ... Collaborate cross-functionally with marketing, product, and customer success to ensure a strong ...
... Addition Wealth's presence across the financial services landscape. What You'll Work On: * Drive ... Collaborate cross-functionally with marketing, product, and customer success to ensure a strong ...
Quick apply
... Addition Wealth's presence across the financial services landscape. What You'll Work On: * Drive ... Collaborate cross-functionally with marketing, product, and customer success to ensure a strong ...
Overview At Addition Wealth, we're on a mission to redefine financial health by making personalized ... services industry. Strong experience managing and maintaining CRM systems including pipeline ...
Overview At Addition Wealth, we're on a mission to redefine financial health by making personalized ... services industry. Strong experience managing and maintaining CRM systems including pipeline ...
Enterprise Account Executive
New York, NY · Remote
... Addition Wealth's presence across the financial services landscape. What You'll Work On: * Drive ... Collaborate cross-functionally with marketing, product, and customer success to ensure a strong ...
Quick apply
Enterprise Account Executive
New York, NY · Remote
... Addition Wealth's presence across the financial services landscape. What You'll Work On: * Drive ... Collaborate cross-functionally with marketing, product, and customer success to ensure a strong ...
Enterprise Revenue Operations Manager At Addition Wealth, we're on a mission to redefine financial ... services industry. * Strong experience managing and maintaining CRM systems including pipeline ...
Enterprise Revenue Operations Manager At Addition Wealth, we're on a mission to redefine financial ... services industry. * Strong experience managing and maintaining CRM systems including pipeline ...
Overview At Addition Wealth, we're on a mission to redefine financial health by making personalized ... services industry. * Strong experience managing and maintaining CRM systems including pipeline ...
Overview At Addition Wealth, we're on a mission to redefine financial health by making personalized ... services industry. * Strong experience managing and maintaining CRM systems including pipeline ...
Enterprise Revenue Operations Manager
New York, NY · On-site +1
Overview At Addition Wealth, we're on a mission to redefine financial health by making personalized ... services industry. * Strong experience managing and maintaining CRM systems including pipeline ...
Enterprise Revenue Operations Manager
New York, NY · On-site +1
Overview At Addition Wealth, we're on a mission to redefine financial health by making personalized ... services industry. * Strong experience managing and maintaining CRM systems including pipeline ...
Addition Jobs Information
What are the key skills and qualifications needed to thrive as a Customer Service Representative, and why are they important?
To thrive as a Customer Service Representative, you need strong communication skills, problem-solving abilities, and typically a high school diploma or equivalent. Familiarity with customer relationship management (CRM) software, phone systems, and ticketing platforms is often required. Patience, active listening, and resilience are standout soft skills for effectively handling diverse customer interactions. These skills are vital for resolving issues efficiently, ensuring customer satisfaction, and maintaining a positive company reputation.
What are some common challenges customer service representatives face, and how are they typically supported in overcoming them?
Customer service representatives often encounter challenges such as handling difficult or upset customers, managing a high volume of inquiries, and staying updated on changing company policies or products. Most organizations provide thorough onboarding, ongoing training, and access to knowledge bases or support tools to help reps address these challenges. Additionally, strong teamwork and regular feedback from supervisors are common practices to ensure customer service staff feel supported and able to succeed in their roles.
What is a Customer Service Representative?
A Customer Service Representative is a professional who interacts with customers on behalf of a company to provide information, resolve complaints, and ensure customer satisfaction. Their responsibilities can include answering questions, processing orders, handling returns, and addressing any issues customers may have with products or services. Customer Service Representatives may communicate with customers through various channels, such as phone, email, live chat, or in person. They play a crucial role in building positive relationships between businesses and their clients.
What types of jobs are customer service?
Customer service jobs include roles such as customer service representative, call center agent, support specialist, and client service associate. These positions typically involve assisting customers via phone, email, or chat, and often require good communication skills and familiarity with customer management tools. They can be found in various industries like retail, healthcare, finance, and technology, with schedules ranging from full-time to part-time shifts.
What is the difference between Customer Service vs Customer Support?
| Aspect | Customer Service | Customer Support |
|---|---|---|
| Credentials | High school diploma or equivalent; sometimes certifications in communication or sales | Technical certifications or product-specific training often required |
| Work Environment | Retail stores, call centers, online platforms | Technical help desks, online chat, phone support for products/services |
| Employer & Industry Usage | Retail, hospitality, telecom, e-commerce | IT, software, electronics, tech industries |
| Common Search & Comparison | Customer Service vs Customer Support |
Customer Service generally involves assisting customers with their needs, inquiries, and complaints across various industries. Customer Support is more technical, focusing on resolving product or service issues, often requiring specific technical knowledge. While both roles aim to enhance customer satisfaction, Customer Support tends to be more specialized in troubleshooting and technical assistance.
Part-time, Contractor
Retirement
This job post has expired today. Applications are no longer accepted.
Job description
Financial Professional Opportunity
At Addition Wealth, our mission is to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money. We partner with leading companies to provide financial wellness as an employee benefit.
Addition Wealth is expanding our global presence and searching for financial professionals in the United Kingdom who are passionate about our mission, financial planning and providing a great customer experience. This will be for a part-time, contractor position. You would be one of Addition Wealth's early financial professionals in the United Kingdom, helping guide and shape strategy for delivering best-in-class financial wellness.
What you will do
- Conduct one-on-ones with employees at Addition Wealth's partner companies to provide education on a variety of personal finance topics (e.g. stock options, real estate, estate planning, retirement, budgeting, debt management, etc.)
- Contribute to content development, programming and product for the company
- Partner with Addition Wealth's leadership team to create frameworks for expansion
Preferred Qualifications
- One or more active professional designations including CFP (Certified Financial Planner), European Financial Advisor (EQF 4, EQF 5,EQF 6), or comparable UK-specific designations
- At least 4 years of experience in financial planning, managed accounts, or investment advisory
- Outstanding verbal and written communication
Why work with Addition Wealth
- Drive the industry forward: Help transform an antiquated industry and make personalized financial insights accessible for all.
- Focus on what you do best: You can focus on financial planning and clients, and we'll handle the rest. No need to focus on marketing or sales calls, we bring the users to you.
- Take advantage of the best-in-class technology: Be the first to get access to Addition's proprietary technology to make your work easy and seamless.
- Help build new financial products: Help us build for today's employees. Your feedback directly impacts our technology, company and culture.
- Flexible hours and work from anywhere: Partnering with Addition Wealth means you work the hours you want, from the location you want. We do not require a dedicated number of hours and you are welcome to work with us alongside your own business. This is a part-time, contract position.
About Addition Wealth
Addition Wealth is transforming financial health to make personalized financial expertise inclusive and accessible to all. We work with leading companies to provide employees access to robust digital tools, an extensive knowledge center, and access to top financial professionals to better understand their finances and navigate personal finance decisions. As a result, we help employees reduce their stress, be more productive, and make the most of their money.
We aren't your typical financial wellness benefits platform. We are deeply motivated by the opportunity to revolutionize the way individuals make financial decisions.
Addition is backed by a team of fintech VCs and angel investors that have built companies like Carta, Acorns, Carbon Health, Betterment and more.