Financial Services Customer Support Specialist

Keystone National Inc.; Colorado Springs (CO); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Paid time off

Job summary

Keystone National Inc. in Colorado Springs is seeking a Customer Service Representative to handle inquiries, resolve issues, and guide customers through financial services.

This full-time role requires strong communication and record-keeping, with opportunities to support accounts and transactions. Join a collaborative team at our Colorado Springs office, where you'll contribute to client satisfaction, build relationships, and grow in a supportive, customer-centric environment.

Qualifications

• High school diploma or equivalent.
• Excellent communication and interpersonal skills.
• Experience in customer service preferred but not required.
• Detail-oriented and able to work under pressure.
• Proficiency in Microsoft Office Suite, particularly Excel and Outlook.

Responsibilities

• Answer and direct customer inquiries, ensuring a positive and efficient experience.
• Resolve customer complaints and issues, working towards timely and satisfactory resolutions.
• Maintain accurate and up-to-date customer records, ensuring all information is readily accessible.
• Assist in the processing of customer transactions and account management tasks.
• Collaborate with internal teams to provide comprehensive support and ensure seamless service delivery.

Skills

Communication

Financial services knowledge

Detail-oriented

Multitasking

Problem solving

Team collaboration

Education

High school diploma or equivalent

Tools

Excel

Outlook

Job description

Keystone National Inc. in Colorado Springs is seeking a Customer Service Representative to handle inquiries, resolve issues, and guide customers through financial services.

This full-time role requires strong communication and record-keeping, with opportunities to support accounts and transactions. Join a collaborative team at our Colorado Springs office, where you'll contribute to client satisfaction, build relationships, and grow in a supportive, customer-centric environment.