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Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.
Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.
Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.
Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in.
We are currently experiencing hyper growth and are looking for an outgoing and enthusiastic Customer Support Representative (CSR) to join our NYC based team. The position presents an exciting opportunity to join a successful start-up as it accelerates its growth. You'll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt.
Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Full Time
$55k-73k (estimate)
05/07/2024
05/20/2024
The following is the career advancement route for Customer Support Representative positions, which can be used as a reference in future career path planning. As a Customer Support Representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Support Representative. You can explore the career advancement for a Customer Support Representative below and select your interested title to get hiring information.
If you are interested in becoming a Customer Support Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Customer Support Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Customer Support Representative job description and responsibilities
Collecting and analyzing customer feedback can also be a part of their customer support representative task.
02/13/2022: Danbury, CT
Communicated with customers to troubleshoot technical problems with both Windows and Mac operating systems.
12/25/2021: New Suffolk, NY
Customer support representative document reports, resolve complaints, and process orders and payments.
03/09/2022: Indianapolis, IN
Customer support representative are employees who are responsible for providing the best customer experience to customers, usually for after-sales transactions.
01/14/2022: Santa Maria, CA
Provided expert technical support and up selling of all products and organized daily follow-ups to ensure timely resolutions.
12/29/2021: Elyria, OH
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Customer Support Representative jobs
According to numerous studies, today’s consumers expect customer support representative to be more proactive and personalized.
02/06/2022: Waco, TX
Be as polite as possible when talking to clients over the phone.
02/12/2022: Manchester, NH
Consider using database to record activities and research product information.
02/13/2022: Petaluma, CA
Learn to refer to other service or technical departments for follow up as needed.
02/14/2022: Fort Myers, FL
Understand the customer’s expectations.
01/24/2022: Lawton, OK
Step 3: View the best colleges and universities for Customer Support Representative.