Customer Service Representative

CareerCircle; United States; Remote; USD 42,000 - 54,000; Full time

Job summary

CareerCircle is hiring a mid-level Customer Service Representative to support the Plan Connect team in a fully remote role aligned to Eastern Time hours. The position features a contract-to-hire path with potential conversion in the new year, handling inbound calls and employer/investment transactions in a fast-paced financial services setting.

You will manage data entry, use Relias and CRM tools, and collaborate with teammates to ensure compliant, reliable operations while delivering excellent

Qualifications

• 3–7 years of mid-level customer service experience in financial services.
• Experience handling employer and investment-related transactions.
• Proficient in Excel for tracking and reporting.
• Familiar with Relias and CRM platforms.
• Strong data entry accuracy and attention to detail.
• Excellent customer service with high-volume phone support.

Responsibilities

• Support Plan Connect team with day-to-day operational needs.
• Handle 20–25 inbound calls daily with professional service.
• Process remitting activities between employers and investment providers.
• Review and process seller reduction agreements.
• Monitor compliance with employer plan documents.
• Answer emails and respond to inquiries from stakeholders and customers.
• Complete paperwork and approvals accurately.
• Navigate Relias and other CRM/tools to complete tasks.
• Perform accurate data entry for transactions and customer interactions.
• Multitask between admin tasks and phone calls.
• Collaborate with remote team members.
• Proactively address issues with a strong service mentality.

Skills

Mid-level

3-7 years

Excel

Relias

CRM tools

Data entry

Phone support

Customer service

Remote work

Eastern Time

Tools

Relias

CRM systems

Job description

This mid-level Customer Service Representative role supports the Plan Connect team by handling daily operational tasks in a financial services environment. You manage a high volume of inbound calls, process employer and investment-related transactions, perform accurate data entry, and navigate internal systems to ensure smooth, compliant operations. The position is fully remote, aligned to Eastern Time hours, and offers a contract-to-hire path with the opportunity to convert in the new year.

Responsibilities

• Support the Plan Connect team with day-to-day operational needs in a financial services environment.

• Handle approximately 20-25 inbound calls per day, providing clear, professional, and timely customer service.

• Process common remitting activities, including handling money flows from employers to investment providers.

• Review and process seller reduction agreements, including beginning, changing, or stopping employee contributions.

• Monitor compliance and review transaction requests to ensure they align with employer plan documents.

• Answer emails and respond to inquiries from internal stakeholders and external customers in a courteous and efficient manner.

• Process paperwork and approvals accurately, ensuring all required documentation is complete and properly recorded.

• Navigate internal platforms and systems, including Relias and other CRM or operational tools, to complete tasks efficiently.

• Perform accurate data entry to maintain up-to-date and reliable records for transactions and customer interactions.

• Multitask effectively between administrative tasks and phone calls, maintaining a high level of organization and attention to detail.

• Collaborate with team members to provide reliable support and ensure smooth team operations.

• Demonstrate a strong service mentality by proactively addressing issues and following through on customer and team needs.

Essential Skills

• Experience Level: Mid-level experience is preferred, generally 3-7 years; strong junior candidates with 2-3 years of experience and high potential will also be considered.

• Industry experience in the financial industry, with familiarity handling employer and investment-related transactions.

• Proficiency in Excel at a functional level, with the ability to use spreadsheets for tracking and reporting (advanced expertise not required).

• Ability to use and adapt to different systems, including Relias and other internal platforms or CRM tools.

• Strong data entry skills with a high degree of accuracy and attention to detail.

• Excellent customer service skills, including comfort and confidence in answering and managing a high volume of phone calls.

• Strong multitasking ability, with demonstrated capability to switch efficiently between administrative tasks and phone calls.

• Positive attitude, showing care, drive, and a strong service mentality in daily interactions.

• Collaborative mindset, with the ability to work effectively with team members in a remote environment.

• Reliable communication skills, both verbal and written, to handle emails, inquiries, and phone conversations professionally.

Additional Skills and Qualifications

• Experience providing support, customer service, and administrative support in a financial or operations-focused team.

• Comfort working with operational processes related to employer plans, contributions, and investment providers.

• Familiarity with CRM systems and internal operational platforms used to manage customer interactions and transactions.

• Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.

• Demonstrated support mentality, focusing on helping internal teams and external customers resolve issues efficiently.

• Ability to work effectively within Eastern Time hours, with a preference for candidates located on the East Coast.

• Contract-to-hire mindset, with interest in converting to a longer-term role after the initial contract period.