Virtual Chat Assistant
Remote, USA
Full-time
Posted 2025-04-27
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
Telecommute Data Entry Jobs - Part Time Remote
Posted on: 07-11-2024 05:43
Part-Time Remote Data Entry Assistant (Entry Level) - Apply Now
Posted on: 18-02-2025 03:59
Entry-Level Data Entry Specialist (Remote)
Posted on: 16-07-2024 18:38
Live Chat Support Agent - Remote
Posted on: 02-09-2024 00:00
Senior Content Strategist- Not Remote (Copywriting...
Posted on: 05-09-2024 00:00
Remote Data Entry Associate (Part-Time)
Posted on: 13-08-2024 00:00
Customer support ? Disney Jobs at Home (United States)
Posted on: 27-02-2025 00:00
Junior Data Entry Clerk (Remote)
Posted on: 13-12-2024 17:47
Work From Home/Hotel Reservations Assistant
Posted on: 23-02-2025 00:00
Remote Customer Service Rep (CTI)
Posted on: 22-08-2024 00:00