Financial Customer Service Representative

Job Summary

To support a growing financial services team, the full-time remote Financial Customer Service Representative will provide excellent service for customers' retirement savings accounts, educate clients, and process account changes without making cold calls or sales.

Key responsibilities

• Provide exceptional customer service within the call center for retirement savings accounts
• Communicate critical updates and changes to clients while processing contributions, loans, and withdrawals
• Participate in a paid training program to develop a solid foundation in financial services

Required qualifications

• Availability to work a 40-hour week, including outside traditional business hours and occasional Saturdays
• Associate's degree or higher with at least one year of customer service experience, or two or more years of customer service experience
• Capability to work overtime as required based on business needs
• Experience in financial services or call center environments is preferred
• Reliable high-speed internet with a wired connection for remote work