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Client Support Representative

Confidential ClientFinancial Services
Entry LevelFull-timeHybrid$42,993 - $61,505
Omaha, Nebraska
A Day Ago

The Client Support Representative serves as the primary contact for client inquiries via phone, chat, and case channels, focusing on resolving foundational questions and guiding clients through core workflows on Confidential Client platforms. This role requires strong communication, problem-solving skills, and ownership of client cases to ensure timely, accurate support and documentation while collaborating with internal teams. The position offers a hybrid work environment and emphasizes continuous learning and adherence to service quality metrics.

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Description

About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, IT.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.


What You’ll Do

Confidential Client is seeking a Client Support Representative to serve as a frontline support professional across phone, chat, and case channels. You will help clients navigate core workflows, answer foundational product questions, and ensure accurate intake, documentation, and follow‑through.

  • Serve as the primary point of contact for client inquiries across phone, chat, and case channels with professionalism and urgency
  • Provide clear guidance, training, and best practices so clients can navigate workflows and platform features
  • Troubleshoot entry-level workflows, navigation issues, feature questions, and basic data concerns
  • Own assigned Priority 1 (P1) and aged cases through to resolution, documenting progress in Salesforce
  • Aim for first-contact resolution and minimize unnecessary transfers
  • Maintain high-quality, auditable case documentation that meets internal standards
  • Keep pace with platform updates, release notes, and required certifications
  • Identify opportunities to simplify workflows or improve documentation and escalate appropriately
  • Collaborate with Service Leads, Technical Leads, and Managers to coordinate client outcomes
  • Meet core service metrics including NPS, adherence, acceptance rate, quality, and documentation accuracy

Who We’re Looking For

You’ll be a strong candidate for this role if you can demonstrate:

  • Strong verbal and written communication skills in client-facing interactions
  • Ability to manage multiple tasks in a fast-paced environment with strong attention to detail
  • Comfort navigating and explaining technology to non-technical users
  • Solid problem-solving, organization, and time-management abilities
  • Minimum: high school diploma; bachelor’s degree preferred
  • Prior customer service or technical support experience is preferred but not required
  • Typically hires early-career candidates (less than one year of experience)
  • Ability to work with stakeholders at all levels and maintain professional relationships

Compensation & Benefits

  • Hourly pay: $20.67 - $29.57 per hour
  • Confidential Client provides a comprehensive benefits package, which may include:
    • Health, dental, and vision coverage (effective day one)
    • Disability coverage
    • 401(k) with employer match
    • Paid parental leave
    • Student loan repayment programs
    • Pet benefits (e.g., pawternity leave, pet insurance)

The pay shown reflects the estimated range at the time of posting and may vary based on location, experience, and job-related skills.


Work Arrangement & Location

  • Hybrid role based in Omaha, NE — expect a mix of on-site presence and remote/hybrid schedules per team requirements
  • Must maintain a professional presence in all client interactions across phone, chat, and case channels

Recommended Skills

  • Active listening
  • Client-facing communication
  • CRM experience (Salesforce preferred)
  • Technical troubleshooting
  • Real-time communications (phone/chat)
  • Process adherence and strong documentation skills

Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.

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