Customer Experience Liaison (Finance & Services)

We’re looking for a Customer Experience Liaison to represent our client across phone, email, and chat. If you enjoy fast-paced teamwork, clear communication, and the satisfaction of solving problems the right way, this is for you. You will

• Respond promptly and courteously via phone, email, and live chat.
• Explain products and services with accuracy so customers can decide with confidence.
• Place follow-up calls to gather feedback and introduce relevant new offerings.
• Capture every interaction in our office management system with detailed notes.
• Collaborate with teammates to untangle complex cases and improve processes.
• Maintain strong phone etiquette while navigating high call volume.
• Identify and recommend helpful add-ons or alternatives aligned to customer needs.

• Previous customer service experience (non-negotiable).
• Clear, professional communication skills-spoken and written.
• Ability to thrive independently and on a team in a rapid environment.
• Proficiency with office software/tech tools to manage interactions.
• Positive attitude and a service-first mindset.

Nice-to-haves

• Experience in a finance or tax setting.
• Bilingual or multilingual skills (highly encouraged).

Your strengths in action

• Customer Service (core proficiency)

Ready to elevate customer experiences, one conversation at a time? Apply and help us build trust with every interaction.