Remote Financial Services CSR (6-Month Contract)

iShare Inc; New York (NY); On-site; USD 22,000 - 33,000; Full time

Job summary

iShare Inc. is seeking a Customer Service Representative for a remote, initial 6-month contract. The role requires handling inquiries related to retirement benefits, 401(k) services, and payment processing on a 24/7 rotation schedule.

Flexible day, evening, overnight, weekend, and holiday shifts are included. Strong customer service and finance experience are highly desirable to support clients with tax forms, ACH, and bill payments while maintaining accurate records.

Qualifications

• Experience in finance, banking, retirement benefits, or 401(k) services.
• Experience with payment processing, banking operations, or call centers.
• Ability to handle multiple inquiries and maintain records.

Responsibilities

• Assist clients with retirement-plan and benefit-payment inquiries.
• Explain lump-sum distributions, rollovers, death benefits, and loan withdrawals.
• Support payment processing, check reconciliation, tax forms, ACH, debit-card, and bill-payment inquiries.
• Resolve client concerns accurately while delivering exceptional customer service.
• Follow established procedures and maintain accurate client records.

Skills

Customer service

Telephone skills

Attention to detail

Multitasking

Flexible shifts

Tools

Payment systems

Job description

iShare Inc. is seeking a Customer Service Representative for a remote, initial 6-month contract. The role requires handling inquiries related to retirement benefits, 401(k) services, and payment processing on a 24/7 rotation schedule.

Flexible day, evening, overnight, weekend, and holiday shifts are included. Strong customer service and finance experience are highly desirable to support clients with tax forms, ACH, and bill payments while maintaining accurate records.