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

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  • 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.

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