Wealth & Retirement Services Concierge

Posted today

healthpoint washingtonNew York (NY)
Customer Service RepresentativesTelemarketing Bureaus and Other Contact Centers

SENIORITY

Junior

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About the role

Health Point is searching for a Customer Service Representative to manage client communications regarding their accounts. This role requires handling a high volume of calls and ensuring positive client relationships through effective communication. With training provided, candidates should have over 2 years of customer service and call center experience, alongside strong problem-solving and communication skills. The ideal candidate thrives in a fast-paced environment and is detail-oriented.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

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