Customer Service Representative – Financial

Concentrix; United States; Remote; USD 35,000 - 48,000; Full time

Job summary

Concentrix is hiring a Customer Service Representative – Financial for a remote opportunity in the United States. The role focuses on delivering exceptional service to customers managing financial-related inquiries and services.

The successful candidate will handle inbound calls, document interactions, and assist customers while aiming to upsell appropriate products or services. Strong communication and problem-solving skills are essential, with a quiet home office and reliable internet.

Qualifications

• Minimum 1 year of customer service experience.
• 6+ months of soft sales experience including upselling or recommending products/services.
• High School Diploma or GED.
• Must reside in the United States with a valid U.S. address.
• Open availability to support business requirements.
• Ability to work from a quiet home environment.

Responsibilities

• Provide inbound customer support by following established call flow procedures.
• Assist customers with resolving basic technical and service-related issues.
• Track, document, and retrieve customer information through company databases.
• Recommend additional products or services when appropriate.
• Deliver professional and positive customer experiences.
• Maintain accurate records of customer interactions and case details.
• Support team goals while meeting quality and performance standards.

Skills

Customer service

upselling

Multitasking

Remote work

Data entry

Problem solving

Communication

Education

High School Diploma or GED

Tools

PC navigation

Desktop or laptop

Reliable internet

Job description

Concentrix is hiring a Customer Service Representative – Financial for a remote opportunity in the United States. This role is ideal for customer-focused professionals who enjoy helping people, solving problems, and delivering excellent service experiences for well-known global brands.

The successful candidate will provide customer support, handle inquiries, document interactions, and assist customers with financial-related services. Concentrix provides training, technology support, and career development opportunities to help employees grow within the organization.

Key Responsibilities:

• Provide inbound customer support by following established call flow procedures.
• Assist customers with resolving basic technical and service-related issues.
• Track, document, and retrieve customer information through company databases.
• Recommend additional products or services when appropriate.
• Deliver professional and positive customer experiences.
• Maintain accurate records of customer interactions and case details.
• Support team goals while meeting quality and performance standards.

Requirements:

• Minimum 1 year of customer service experience.
• 6+ months of soft sales experience, including upselling, recommending products/services, or telemarketing.
• High School Diploma or GED.
• Must reside in the United States with a valid U.S. address.
• Open availability to support business requirements.
• Ability to work from a quiet and distraction-free home environment.
• Strong multitasking skills and ability to learn new technologies.
• Good computer navigation skills and PC knowledge.
• Access to a desktop or laptop for testing and work requirements.
• High-speed internet connection (no wireless, hotspot, or satellite connections).
• Smartphone availability.

Strong knowledge of:

• Customer service operations
• Financial customer support
• Call handling procedures
• Data entry and documentation
• Computer systems and navigation
• Upselling and product recommendations
• Remote work practices