Remote Customer Service Representative (Financial Services)

Thrivas Staffing Agency; Daytona Beach (FL); Remote; USD 30,000 - 40,000; Full time

Job summary

A financial services firm is hiring a remote Customer Service Representative. This full-time position involves assisting clients with account inquiries and requires basic computer skills and a typing speed of 30 wpm or greater. The company offers a comprehensive benefits package, including medical, dental, vision, and 401k.

Benefits

Medical benefits

Dental benefits

Vision benefits

401k

Paid time off

Casual office dress code

Qualifications

• Comfortable taking inbound calls from current clients.
• Basic computer skills using Excel spreadsheets.
• Capable of typing 30 wpm or greater.

Responsibilities

• Assist existing clients with general questions about their accounts.
• Notate account and resolve issues with in-house departments.
• Review accounts regarding contracts and match clients with new services.

Skills

Basic computer skills

Customer service

Typing speed

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.