WFH Customer Service Representative / Front Desk Support

Location: Newark, New Jersey, United States (Remote) • Employment Type: Full-time

About the role

Withum is a leading wealth management company that prides itself on its core values of integrity, trust, and transparency. The culture defines the way we work with clients, team members, and communities. As a WFH Customer Service Representative / Front Desk Support, you will provide exceptional service to clients, working remotely as part of a dynamic team dedicated to delivering a world‑class client experience.

Responsibilities

• Serve as the first point of contact for all client inquiries and requests, providing timely and accurate responses.
• Assist with client onboarding, account setup, and maintenance.
• Coordinate with team members to ensure smooth and efficient client service.
• Utilize various communication channels—including phone, email, and chat—to effectively communicate with clients.
• Maintain client records and ensure all information is accurate and up‑to‑date.
• Collaborate with internal teams to resolve client issues and escalations.
• Continuously identify opportunities to improve processes and enhance the overall client experience.
• Stay updated on industry trends, product offerings, and company policies to provide accurate and relevant information to clients.

Qualifications

• High School diploma or equivalent required; Bachelor’s degree preferred.
• 2+ years of customer service experience, preferably in the financial services industry.
• Excellent communication skills, both written and verbal.
• Strong attention to detail and ability to multitask.
• Proficient in Microsoft Office and other relevant software.
• Ability to work independently and as part of a team.
• Strong problem‑solving and decision‑making skills.
• Prior experience with remote work preferred.
• Knowledge of financial products and services is a plus.

Pay

USD $22–$33 per hour.

Schedule

Full‑time remote position.