Customer Service Representative

BlackRock Wealth

About the Role

BlackRock Wealth is a financial services organization focused on helping clients build, manage, and preserve wealth through personalized strategies and long-term partnerships. The company provides a range of advisory and investment solutions designed to support individuals, families, and businesses in reaching their financial goals. Team members collaborate across disciplines to deliver high-quality service, clear communication, and data-driven guidance. BlackRock Wealth values integrity, client trust, and continuous improvement in every interaction, creating a professional environment where customer-centric thinking is essential.

This is a full-time remote role responsible for delivering responsive, accurate, and courteous support to clients via phone, email, chat, and other channels.

Key Responsibilities

• Answering inquiries about accounts and services.
• Resolving issues.
• Documenting interactions in internal systems.
• Escalating complex concerns to appropriate teams.
• Guiding clients through online tools.
• Providing status updates on requests.
• Ensuring that each interaction aligns with regulatory and company standards.
• Collaborating with colleagues across operations, advisory, and technology to maintain a seamless customer experience.
• Identifying opportunities to improve processes and client satisfaction.

Qualifications

• Demonstrated strength in customer-facing roles, including experience as a Customer Service Representative or in similar positions.
• Skills in Customer Support and Customer Service, with the ability to handle inquiries, troubleshoot issues, and provide clear, helpful responses.
• Ability to foster positive Customer Experience and maintain high Customer Satisfaction through empathy, patience, and professionalism.
• Strong verbal and written communication skills, with active listening abilities and a calm approach to challenging situations.
• Comfort with remote work, including reliable internet access, time management skills, and proficiency with customer service software and CRM tools.
• Attention to detail, accuracy in documentation, and adherence to compliance and confidentiality standards, especially in financial services.
• Prior experience in financial services or a related regulated industry is beneficial but not required.
• High school diploma or equivalent required.
• Additional education or relevant certifications in customer service or finance are a plus.