Live Chat Agent

Withum Wealth Management

Withum Wealth Management logo
Applewood, Colorado-3926

Experience

1–7 Yrs

Salary

Not disclosed

Job type

Full Time

Work mode

On-site

Skills

  • Live Chat Support
  • Customer Service

Job description

The Live Chat Agent provides real‑time assistance to customers via our online chat platform, ensuring swift resolution of inquiries and a seamless digital experience. This position requires strong written communication skills, empathy, and the ability to manage multiple conversations efficiently.

Key responsibilities

  • Respond to inbound chat requests promptly, maintaining a target response time of under 30 seconds.

  • Diagnose and resolve product, service, and technical issues while adhering to company guidelines.

  • Document interactions accurately in the CRM system for future reference and reporting.

  • Escalate complex cases to the appropriate department and follow up to ensure closure.

  • Identify trends in customer inquiries and provide feedback to improve knowledge base articles.

  • Maintain a professional and courteous tone, reflecting the brand’s voice in all communications.

  • Meet or exceed established performance metrics, including satisfaction scores and chat volume targets.

Required qualifications

  • 1–7 years of experience in live chat support or customer service roles.

  • Exceptional written communication skills with a keen eye for grammar and spelling.

  • Proficiency with chat platforms, CRM software, and basic troubleshooting tools.

  • Ability to multitask, prioritize, and manage time effectively in a fast‑paced environment.

  • Strong problem‑solving skills and a customer‑centric attitude.

Nice to have

  • Experience with e‑commerce or SaaS products.

  • Familiarity with ticketing systems such as Zendesk or Freshdesk.

  • Basic knowledge of HTML/CSS for troubleshooting web‑related issues.

  • Fluency in a second language to support a diverse customer base.

About the company

Withum Wealth Management

withum.com

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