Virtual Chat Assistant
Remote, USA
Full-time
Posted 2025-04-18
Virtual Chat Assistant ? Alexis Fiscal Advisory
Job Type: Remote | Part-Time/Full-Time
Job Overview:
Alexis Fiscal Advisory is seeking a Virtual Chat Assistant to provide real-time support to clients through live chat. You will assist with financial inquiries, appointment scheduling, and general customer service while ensuring an excellent client experience. Key Responsibilities: ? Engage with clients via live chat, responding to financial service inquiries. ? Provide basic guidance on fiscal advisory services (tax planning, budgeting, financial consulting). ? Assist with appointment scheduling and general administrative tasks. ? Direct complex financial queries to the appropriate advisors. ? Maintain accurate client records and update CRM systems. ? Ensure prompt and professional communication. Qualifications & Skills: ? Experience in customer service, virtual assistance, or financial services preferred. ? Strong written communication skills with attention to detail. ? Ability to multi-task and handle multiple chat conversations simultaneously. ? Knowledge of basic financial terminology is a plus. ? Proficiency in using live chat software, CRM systems, and Microsoft Office/Google Suite. ? Self-motivated with the ability to work independently in a remote setting.
Similar Remote Jobs
Virtual Chat Assistant
Posted on: 27-02-2025 00:00
Culinary Team Member
Posted on: 27-02-2025 00:00
Healthcare Staffing Agency Vacancy
Posted on: 27-02-2025 00:00
Dial Up Your Income
Posted on: 27-02-2025 00:00
Remote Travel Agent ? Leisure & Vacation Travel
Posted on: 27-02-2025 00:00
High Income Outside Sales Position Remote Hunter Role
Posted on: 27-02-2025 00:00
Virtual Benefits Representative (Full-Remote, Work from Home, Flexible Hours)
Posted on: 27-02-2025 00:00
(Part-time Work From Home) Walmart Online Remote Jobs - Hiring Now
Posted on: 27-02-2025 00:00
Senior Content Designer - Acquisition
Posted on: 27-02-2025 00:00
Telecommute Data Entry Jobs - Part Time Remote Job at Jobsultant Solutions in Ne
Posted on: 27-02-2025 00:00
(Work From Home) Delta Airlines Careers Remote $28/Hr
Posted on: 27-02-2025 00:00
Sr. Game Designer
Posted on: 30-11-2024 09:47
UT Dallas Data Analyst Entry Level Opportunity
Posted on: 01-10-2024 00:00
R-106721 Remote Licensed Claims Adjuster
Posted on: 17-12-2024 18:01
Online Order Filling Team Associate
Posted on: 27-02-2025 00:00
Enrollment Services Advisor (Remote)
Posted on: 15-10-2024 08:31
Work from Home Customer Service - Phone & Email Support
Posted on: 19-02-2025 06:28
Paid Product Tester
Posted on: 02-08-2024 17:48
Human Resources Recruiter - Remote
Posted on: 08-08-2024 00:00
Associate Counsel - Austin (Remote)
Posted on: 24-01-2025 04:52