3 chat support associate jobs at 3 companies in Mapleton, UT
2w
Save
Mark Applied
Hide
2w
Customer Support Associate
Jersey City or Salt Lake City
$23/hrHybridFull Time
Bluevine: Provides digital banking and financing for small businesses.
Provide inbound/outbound support to small business customers via calls, email, and chat; learn product knowledge; meet KPIs; strong customer-focus and adaptability.
3+ YOERequires 3+ years in wealth management, financial services, or client service; advisor and high-net-worth client support; Series 65 or 66 registration; Microsoft Office and CRM proficiency. Bachelor's preferred.
Microsoft Office, CRM, Schwab, Fidelity, Pershing, Salesforce, Wealthbox, Orion, MoneyGuide, eMoney, DocuSign, Claude, ChatGPT, Microsoft Copilot