Customer Service Representative

Company Description MoneyShow is a privately held financial media company headquartered in Sarasota, Florida, that connects investors, traders, and financial advisors with leading financial experts. Founded in 1981 on the belief that “knowledge is power,” the company creates forums for actionable advice, idea exchange, and professional relationship building. Each year, MoneyShow produces numerous in-person conferences, seminars-at-sea, and hundreds of livestream presentations. These events and digital experiences bring together tens of thousands of qualified market participants and hundreds of businesses and media professionals. Team members contribute to a dynamic environment focused on education, innovation, and service to the investing community.

Role Description This full-time remote Customer Service Representative role is responsible for providing timely, accurate, and courteous support to MoneyShow attendees, subscribers, and partners via phone, email, and chat. The representative will respond to inquiries about event registration, livestream access, account issues, and general service questions, while documenting interactions in the customer relationship management (CRM) system. Day-to-day tasks include troubleshooting access or technical issues, guiding users through platforms and features, escalating complex matters to appropriate teams, and following up to ensure resolution and satisfaction. The role also involves collecting feedback on customer experience, identifying recurring issues, and suggesting improvements to processes and resources. Collaboration with events, marketing, and technical teams is expected to help deliver a consistent, high-quality experience across all MoneyShow offerings.

Qualifications

• Experience in Customer Service and Customer Support, with the ability to manage inquiries across multiple channels.
• Skills related to Customer Satisfaction and Customer Experience, focusing on resolving issues effectively and maintaining positive relationships.
• Background as a Customer Service Representative or in similar client-facing roles in media, events, or financial services is preferred.
• Strong verbal and written communication skills, active listening, and a calm, professional demeanor under pressure.
• Comfort with CRM systems, online event platforms, and basic troubleshooting of web and streaming access issues.
• Ability to work independently in a remote environment, prioritize tasks, and manage time in a fast-paced setting.
• High school diploma or equivalent required; post-secondary education in business, communications, or related fields is a plus.
• Interest in financial markets and investor education is beneficial, with willingness to learn MoneyShow’s products and content.