Customer Solutions Specialist
About the role
Location: Fort Worth, TX 76109. Employment type: 6‑Month Contract. Start date: Early November (target November 2, 2026). Experience level: Entry Level. We are seeking a Customer Solutions Specialist to join a customer service call center team in Fort Worth, TX. This role provides additional support during the busy tax season, focusing on assisting customers through inbound phone calls. The ideal candidate has previous call center and customer service experience, is comfortable navigating multiple computer systems, and can deliver professional, efficient service in a high‑volume environment.
Responsibilities
- Handle approximately 75‑100 inbound customer calls per day
- Answer general customer questions and provide accurate information
- Assist customers with website navigation
- Help customers locate statements, documents, and account information
- Assist with adding or updating account permissions
- Navigate multiple systems while speaking with customers
- Accurately document customer interactions and complete data entry
- Maintain a professional and customer‑focused approach throughout each interaction
- Follow established procedures when handling customer and account information
- Support increased call volume associated with tax season
Requirements
- 2+ years of customer service experience
- Previous call center experience
- Strong verbal communication and customer service skills
- Comfortable handling a high volume of inbound calls
- Strong computer and data‑entry skills
- Experience with Microsoft applications
- Ability to learn and navigate multiple systems
- Strong attention to detail and organizational skills
Qualifications
- Previous customer service experience within financial services
- Experience assisting customers with account information, statements, or other financial‑related inquiries
- Experience working in a high‑volume or seasonal call center environment
Benefits
- Medical, dental & vision
- Critical Illness, Accident, and Hospital coverage
- 401(k) Retirement Plan – pre‑tax and Roth post‑tax contributions available
- Life Insurance (Voluntary Life & AD&D for employee and dependents)
- Short and long‑term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
Pay
$18.00 – $21.00 per hour (based on experience).
Schedule
Hybrid schedule: Monday – Work from home; Tuesday–Thursday – In office; Friday – Work from home. Shift options may include 7:00 AM–4:00 PM, 8:00 AM–5:00 PM, or 9:00 AM–6:00 PM. The first two weeks of training are fully in person from 8:00 AM–5:00 PM; after successful completion, employees transition to the regular hybrid schedule.