Job Title:
Remote Live Chat Agent – Full-Time/Part-Time (Flexible Hours)
Company:
CAPTRUST
Location:
Remote (Work From Home – U.S. based)
About CAPTRUST:
At CAPTRUST, we believe in empowering people through financial clarity. We’re a trusted wealth and retirement planning firm committed to delivering exceptional service with integrity and a client-first approach. Our team is growing, and we’re looking for motivated individuals to join our remote support staff as Live Chat Agents.
Position Summary:
CAPTRUST is hiring enthusiastic and customer-focused Live Chat Agents to join our remote team. In this role, you’ll provide real-time support to clients via our online chat platform, answering inquiries, assisting with account questions, and ensuring a seamless online experience. This position offers flexible scheduling—perfect for those seeking full-time or part-time work-from-home opportunities.
Key Responsibilities:
• Respond to client inquiries via live chat with professionalism, accuracy, and empathy
• Provide information about CAPTRUST’s services and offerings
• Troubleshoot client issues and provide prompt solutions or escalations
• Maintain detailed and accurate records of customer interactions
• Collaborate with team members and departments to ensure excellent service delivery
• Uphold CAPTRUST’s standards for client confidentiality and data security
Qualifications:
• High school diploma or equivalent required; college degree preferred
• Previous experience in customer service, live chat, or financial services is a plus
• Excellent written communication skills with strong grammar and spelling
• Tech-savvy with the ability to navigate multiple systems simultaneously
• Dependable, self-motivated, and able to work independently in a remote setting
• Must have a reliable internet connection and a quiet workspace
What We Offer:
• Flexible schedules – set hours that work for your lifestyle
• Remote work – no commuting, work from anywhere in the U.S.
• Paid training and continuous support
• Opportunities for growth and advancement within CAPTRUST
• A supportive and collaborative remote work culture
Apply Today:
Ready to join a company that values your time, talent, and flexibility? Apply now and become part of the CAPTRUST team making a difference—one chat at a time.
