Client Support Specialist

Clients still have questions between workshops, about the next meeting date or a missing invoice. Wert Group is hiring a Client Support Specialist to answer them by email and phone, follow each request until it is closed and keep account records current. The position is full-time and remote from anywhere in the United States.

About Wert Group
Wert Group is a management consulting firm in Boston. We advise owners and management teams on strategy, organization design, operating models and governance, including companies with operations in Germany, Austria and Switzerland.

Responsibilities

• Answer client questions by email, phone and video call, usually within one business day
• Log every request in our ticketing system and follow it until it is resolved
• Schedule workshops and review meetings between clients and project teams
• Keep client contacts, contracts and billing details current in the CRM
• Send meeting notes, invoices and document requests on behalf of the project lead
• Spot recurring questions and write short help articles for them
• Report each week on open requests, response times and client feedback

Requirements

• Experience in customer service, client support or another role answering customer questions, internships included
• Experience writing replies to customer emails or chats
• Experience handling customer phone or video calls
• Microsoft Office or Google Workspace

Nice to Have

• A CRM or helpdesk tool such as HubSpot, Salesforce or Zendesk
• Experience with insurance, banking or membership organizations
• Experience scheduling meetings across time zones

Benefits

• Medical, dental and vision insurance
• 401(k) with company match
• Paid time off and paid holidays
• Annual professional development budget
• Laptop and home office equipment for remote work

The Team
You will work with the project leads and the finance team, who rely on you to keep clients informed and requests moving.
Wert Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status.
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