Remote Customer Service Representative (Financial Services)

Thrivas Staffing Agency; Boca Raton (FL); Remote; USD 30,000 - 38,000; Full time

Job summary

A financial services firm is seeking a remote Customer Service Representative to assist clients with their accounts. This full-time position, Monday to Friday, offers a comprehensive benefits package including medical, dental, vision, and a casual dress code. While experience in finance is helpful, it's not required, making this an excellent opportunity for entry-level candidates.

Benefits

Medical insurance

Dental insurance

Vision insurance

401k

Paid time off

Casual office dress code

Qualifications

• Entry level position.
• Experience as a customer service rep, administrative assistant, receptionist, or data entry clerk is a plus.

Responsibilities

• Take inbound calls and assist existing clients with questions about their accounts.
• Notate account and work with in-house departments to resolve issues.
• Review accounts regarding contracts and match clients with new services.

Skills

Customer service

Basic computer skills

Typing

Tools

Excel

Job description

Financial services firm is currently hiring a remote Customer Service Representative. The position is full time with hours Monday through Friday from 9:00 a.m. until 5:00 p.m. The company offers a full incentive and benefits package that includes; medical, dental, vision, 401k paid time off and a casual office dress code every day.

You will take inbound calls and assist existing clients with general questions about their account(s), notate account, work with in-house departments to resolve any issues, review accounts regarding contracts and reports to match clients with new services. Experience in the financial industry is helpful, but not required.

Requirements:
Comfortable taking inbound calls from current clients in need of assistance.
Basic computer skills using Excel spreadsheets.
Capable of typing 30 wpm or greater.

This is an entry level job, however, experience as a customer service rep, administrative assistant, receptionist, secretary or data entry clerk is a plus.