Remote Customer Service Specialist - Financial Services

Bostics New Beginning Financial Services LLC

Columbia (SC)

Remote

USD 38,000 - 45,000

Full time

4 days ago
Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Bostics New Beginning Financial Services LLC is seeking a full-time remote Customer Service Representative to assist clients via phone, email, and online channels, resolving questions about services and accounts.

You will document interactions, coordinate with teammates, and escalate issues as needed while maintaining a courteous, professional tone. Prior experience in customer service and finance is valued.

Qualifications

  • Experience in customer service or support roles.
  • Strong communication and active listening skills.
  • Ability to manage multiple inquiries with attention to detail.
  • Familiarity with CRM systems and remote work tools.
  • Willingness to learn about financial services.

Responsibilities

  • Respond to customer inquiries via phone, email, and online platforms.
  • Document interactions in internal systems and follow up.
  • Coordinate with team to address complex issues and escalate when needed.
  • Maintain professional, courteous communication with customers.
  • Identify common concerns and suggest process improvements.

Skills

Customer-facing
Customer Service
Customer Support
Active listening
Verbal & written communication
Remote work readiness
CRM systems
Multitasking

Education

High school diploma
Certifications in customer service or finance

Tools

CRM systems
Online communication tools

Job description

Bostics New Beginning Financial Services LLC is seeking a full-time remote Customer Service Representative to assist clients via phone, email, and online channels, resolving questions about services and accounts.

You will document interactions, coordinate with teammates, and escalate issues as needed while maintaining a courteous, professional tone. Prior experience in customer service and finance is valued.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Customer Service Representative remotely
Customer Service Representative remotely

Bostics New Beginning Financial Services LLC • Columbia (SC)

Remote
USD 38,000 - 45,000
Remote Customer Service Representative (Financial Services)
Remote Customer Service Representative (Financial Services)

Thrivas • West Palm Beach (FL)

Remote
USD 19,000 - 25,000
Medical
Dental
Vision
+2
Remote Customer Experience Specialist
Remote Customer Experience Specialist

U.S. Bank • Seattle (WA)

Remote
USD 57,308,000 - 64,472,000
Healthcare
Life insurance
Disability leave
+5
Remote Customer Support Specialist – Financial Services
Remote Customer Support Specialist – Financial Services

Fidelity Finance Inc • United States

Remote
USD 42,000 - 52,000
Medical, dental, vision
Paid time off
Remote work flexibility
+2
Remote Customer Experience Specialist - Contact Center
Remote Customer Experience Specialist - Contact Center

U.S. Bank • Richmond (VA)

Remote
USD 28,000 - 32,000
Healthcare
Retirement plan
Paid vacation
+3
Remote Customer Engagement Specialist - Financial Services
Remote Customer Engagement Specialist - Financial Services

OneAmerica Financial • United States

Remote
USD 29,000 - 39,000
Medical insurance
Dental insurance
Vision insurance
+6
Customer Service & Finance Sales Specialist
Customer Service & Finance Sales Specialist

PH FINANCIAL SERVICES LLC • Harvey (LA)

On-site
USD 32,000 - 46,000
Employee recognition programs
Monthly bonus programs
Paid time off (PTO)
+6
Remote Client Services Specialist (Financial)
Remote Client Services Specialist (Financial)

AO Garcia Agency • Penn Hills

Remote
USD 60,000 - 90,000
Flexible schedule
Remote work
Mentorship and training
Customer Service Representative
Customer Service Representative

Remote Jobs • Menifee (CA)

On-site
USD 36,000 - 48,000
Remote Member Care Specialist – Financial Services
Remote Member Care Specialist – Financial Services

Lever, Inc. • Gilbert (AZ)

On-site
USD 60,000 - 90,000
Home office setup
Web presentations
Flexible schedule
+1