Virtual Customer Service Representative

Detroit, Michigan

Shamrock Advisory, llc
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We're looking for high-energy, engaging, empathetic, and patient client
services talent to help us deliver outstanding service to our clients
and financial advisors. As a Remote Customer Service Representative, you
will serve as the first point of contact for customer inquiries,
offering solutions and maintaining a positive customer experience. This
fully remote role allows you to make a meaningful impact while working
from the comfort of your home.

Key Responsibilities:

• Perform all aspects of customer order processing


Initiate, monitor, and coordinate high volume of email communications
between customers and internal departments to ensure orders are
processed accurately and delivered on time

• Handle customer returns and complaints.

• Respond to customer and sales force inquiries via phone and email

• Maintain and update customer requirements and account information in database / operating systems

• Clerical/administrative duties as needed

Requirement/ Qualifications


Minimum three years' experience in a Customer Service role dealing
directly with customers and internal departments via phone and email
(i.e., processing orders, samples, returns, account updates, general
customer support, etc.).

• Experience with overseas shipping and working with freight forwarders, preferred but not required


Must be detail oriented, with ability to multi-task, prioritize and
respond to high volume incoming orders and inquiries promptly and with
accuracy

• Strong verbal and written communication skills to effectively interact with customers and co-workers

• Professional, team-oriented, pleasant attitude with strong desire to provide quality service and achieve customer satisfaction

• Proficient in Microsoft Excel

• Experience in database software/operating system (SAP)

Date Posted: 09 April 2025
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