PERSONAL CAPITAL Customer Support Representative Salary in the United States

How much does an Customer Support Representative make at companies like PERSONAL CAPITAL in the United States? The average salary for Customer Support Representative at companies like PERSONAL CAPITAL in the United States is $47,959 as of August 27, 2021, but the range typically falls between $36,477 and $59,441. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession. With more online, real-time compensation data than any other website, helps you determine your exact pay target.  View the Cost of Living in Major Cities


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What does an Customer Support Representative do at companies like PERSONAL CAPITAL?

About Personal Capital

Personal Capital is a leading digital wealth management company, founded in 2009. We’re on a mission to transform financial lives through technology and people, providing both insight-driven advice with free financial tools and personalized wealth management from 200+ registered financial advisors across the county. Personal Capital has raised $315 million in capital from accomplished financial and strategic investors (IVP, Venrock, Crosslink, Corsair, Blackrock, BBVA, USAA, IGM/Power) to disrupt the traditional $30 trillion U.S. wealth management market. Our free personal finance app is utilized by over two million users, helping them track over $650 billion of their personal finances, all in one place. Our award-winning apps paved the way for our advisory firm, which now manages over $9 billion in personalized investment portfolios for American families. Personal Capital is headquartered in Redwood Shores with offices in San Francisco, Denver, Dallas, and Atlanta.

For more information on Personal Capital, please visit


The Role: The Customer Support Representative will be responsible for ensuring Personal Capital offers best in class support to our clients. Our team is looking for someone who is able to work under general supervision and who has the ability to make accurate decisions, focusing on excellent customer service and first-call resolution when possible. Our ideal candidate must be a highly motivated, energetic, and dependable professional committed to world class support. The Customer Support Representative must also possess strong technical and problem solving skills.


Essential Duties and Responsibilities: 

  • Track open issues and manage tickets within Zendesk and update customers on resolution progress. Escalate issues that cannot be resolved using current knowledge.
  • Train with the team members to learn current and new product platforms.
  • Communicate with customers and provide reassurance that the issue is being properly addressed.
  • Discuss technology in simple, every-day terms; manage multiple clients and open tickets simultaneously.
  • Maintain a constant focus on customer service through patient, thoughtful responses and a pleasant, engaging disposition at all times.
  • Self-motivated, self-managed, and attentive to detail.
  • Desire to produce high-quality work.
  • Excellent verbal and written communication.
  • Ability to balance multiple demands and work both independently and as part of a team.
  • Take accountability for the performance and reliability of deliverables.
  • Collaborate with all team members.
  • Answer incoming phone calls and take appropriate action for each call.
  • Maintain agent satisfaction ratings based on explicit criteria set forth by your manager.
  • Produce documented solutions to provide customers with a blueprint for resolving similar issues in the future.
  • Share documentation/expertise internally with team and externally across team.

Location: Downtown Dallas

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$36,477 Low Average $47,959 High $59,441

Understand the total compensation opportunity for Customer Support Representative at companies like PERSONAL CAPITAL, base salary plus other pay elements

Average Total Cash Compensation

Includes base and annual incentives

The chart shows total cash compensation for the PERSONAL CAPITAL Customer Support Representative in the United States, which includes base, and annual incentives can vary anywhere from $36,477 to $59,441 with an average total cash compensation of $47,959. Total compensation includes the value of any benefits received in addition to your salary and some of the benefits that are most commonly provided within a total compensation package including bonuses, commissions, paid time off, and Insurance. The total cash compensation may get paid differently by industry, location, and other factors.
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