At PSV Financial Advisory and Services, we believe that exceptional customer service starts with empathy,
proactive support, and a genuine passion for helping people. As a Customer Service Representative, you’ll be on
the frontlines of our mission—delivering high-impact support to our clients and creating positive experiences at
every touchpoint.
Whether it’s answering a quick query, resolving a complex issue, or guiding a customer through our products, you’ll
be the voice and heart of PSV ensuring every interaction reflects our commitment to excellence.
What You'll Do
• Connect with Customers: Addressing customers via phone and chat
• Solve Problems Fast: Resolve concerns with professionalism, empathy, and urgency
• Keep It Accurate: Process applications, and requests with a strong focus on detail and efficiency
• 🧾 Document Interactions: Maintain clean, up-to-date records of customer communications
• Be the Expert: Provide accurate, helpful information about our financial products and services
• Follow Up: Ensure customer satisfaction by checking in post-resolution
• Uplift Every Interaction: Keep a positive, respectful, and empathetic tone in every conversation
💡 Who We're Looking For
We’re searching for service-driven individuals who thrive in a fast-paced, people-focused environment:
• Strong Communicators: Able to explain clearly, listen actively, and connect genuinely with customers
• Experienced in Customer Support: Prior experience in resolving inquiries and complaints is a plus
• Tech-Savvy: Comfortable navigating CRMs, helpdesk software, and digital communication tools
• Professional & Empathetic: Approachable, respectful, and committed to delivering top-notch ser