Support thousands of financial advisors using Wealthbox’s modern CRM platform. In this role, you’ll help customers resolve issues, learn features, and get the most from a beautifully designed, industry-leading software.
About Wealthbox
Wealthbox provides powerful, intuitive CRM software for financial advisors, helping them manage client relationships, streamline workflows, and collaborate with teams. Serving thousands nationwide, Wealthbox is known for its simple, modern design and strong reputation in the FinTech space.
Schedule
- Full-time, remote (USA, EST preferred)
- Weekdays during business hours
- No travel required
What You’ll Do
- Respond to customer requests via email, phone, live chat, and screen-sharing
- Track, troubleshoot, and resolve customer issues with timely follow-up
- Escalate complex technical problems to product and engineering teams
- Configure and improve AI-driven support ticketing workflows
- Maintain knowledge base documentation (FAQs, guides)
- Collect feature requests and bug reports, sharing insights with teams
- Suggest improvements to the product and customer support systems
- Stay up to date on Wealthbox features and industry trends
What You Need
- 2+ years in online customer support (SaaS/FinTech experience a plus)
- Familiarity with web applications, CRMs, and cloud-based tools
- Excellent communication skills (email, chat, and phone)
- Strong organizational and time management abilities
- Positive, helpful personality with a problem-solving mindset
- Responsible, ethical, and customer-first approach
Benefits
- Competitive compensation package
- Comprehensive health plan coverage
- 401(k) plan
- Paid time off
Play a key role in helping advisors succeed with a CRM built for their world.
Your support skills could shape the experience of thousands of financial professionals.
Happy Hunting,
~Two Chicks…