Customer Support Representative Job at Compunnel Inc., South Jordan, UT

ZTE4UXdDZWlUVG0rUjBxSXVvQU9uVTlwK0E9PQ==
  • Compunnel Inc.
  • South Jordan, UT

Job Description

Job Title: Customer Support Representative

Location: South Jordan, UT 84095

Responsibilities:

  • Provide one-on-one support to clients throughout the inheritance process.
  • Communicate proactively via phone/email with empathy and professionalism.
  • Process and follow up on service requests, ensuring timely completion.
  • Set clear expectations and provide consistent updates to clients and beneficiaries.
  • Deliver exceptional service to internal and external clients.
  • Research and resolve client issues accurately and promptly.
  • Maintain detailed documentation of all interactions and case updates.
  • Monitor daily caseload using internal systems and tools.
  • Follow firm verification protocols to prevent fraud.
  • Stay current on SEC/FINRA and compliance guidelines.
  • Perform additional duties as assigned.

Job Tags

Similar Jobs

DSV Air & Sea

Warehouse Manager Job at DSV Air & Sea

 ...International Blvd Division: Solutions Job Posting Title: Warehouse Manager Time Type: Full Time Summary The...  ...problems. Under the direction of the Operations Manager or Distribution Center Manager, the Supervisor is responsible for supervising the receiving... 

Akuna Capital

Software Engineer Intern - Full Stack Web Job at Akuna Capital

 ...GPA of 3.5 or above Legal authorization to work in the U.S. is required on the first day of employment including F-1 students using CPT, OPT or STEM Resumes must be submitted in PDF format. In addition to technical skillsets, Akuna values the unique perspectives... 

TalentCraft

Clinical Research Sub-Investigator Job at TalentCraft

 ...Job Description Summary: The Sub-Investigator (Sub-I) plays a critical role in clinical research by supporting the Principal Investigator...  .... Provides guidance to the clinical team as needed. Assists in the training of support staff for the clinical trials under... 

Belcan

Production Assembler Job at Belcan

 ...link provided. Our overriding goal is to provide quality staffing solutions that help people, organizations, and communities succeed. Belcan is a leading provider of qualified personnel to many of the world's most respected enterprises. We offer excellent opportunities... 

Syntricate Technologies

SAP EWM Consultant Job at Syntricate Technologies

Required Skills: At least 6 years of experience EWM experience in Decentralized environment Integration between S4 HANA and EWM Organizational structure configuration in EWM Goods Receipt, Goods Issue, Physical inventory process in EWM Picking and put away strategies...