Remote Customer Service Representative (Financial Services)

Thrivas Staffing Agency; Florida; Remote; USD 32.000 - 38.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Casual dress code

Zusammenfassung

Thrivas is seeking a remote Customer Service Representative for a financial services client. This full-time role runs Monday through Friday, 9:00 a.m. to 5:00 p.m., handling inbound calls and assisting existing clients with account questions.

You will note accounts, work with in-house departments to resolve issues, review contracts, and guide clients to suitable services. Basic Excel skills and a typing speed of 30 wpm are required; prior CSR or admin experience is a plus.

Qualifikationen

• Comfortable taking inbound calls from current clients.
• Basic Excel skills for data entry and review.
• Typing speed of 30 wpm or greater.

Aufgaben

• Take inbound calls and assist existing clients with general questions about their accounts.
• Notate accounts and update records as needed.
• Collaborate with in-house departments to resolve issues and align clients with new services.

Kenntnisse

Inbound calls

Excel

Typing 30 wpm

Jobbeschreibung

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.