Job Description

Newport Beach, California, United States

About the job Call Center Representative – Remote

I am the person Company is looking for.”

• You have customer service experience in any industry and enjoy talking to people over the phone.
• You’re a tech‑savvy problem solver. You can research and resolve customer questions quickly, working across multiple systems throughout the day.
• You’ve taken on challenging customer interactions with patience, empathy and composure, knowing when to take ownership and when to elevate client concerns.
• You’re open to working overtime hours, as needed.
• Working from home the first 7 weeks of training, then coming into the office 2 days a month thereafter.

As one of our Client Services Representatives, you’ll take high‑volume inbound phone calls from shareholders, financial professionals and internal colleagues. You’ll help callers feel comfortable and supported while they’re making significant financial decisions. You’ll relay complex, ever‑changing information about mutual funds and financial service regulations. You’ll build trust in these interactions by learning new concepts and researching information in real‑time to provide solutions.

You don’t need any previous experience or knowledge in investment management to thrive in this job. We’ll teach you everything you need to know, which makes this a perfect starting point to launch your career with Company.

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