Virtual Chat Assistant
Remote, USA
Full-time
Posted 2025-06-30
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.
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