Customer Service Representative

About This Role

Serve as the primary point of contact for customers in a financial services environment, troubleshooting issues, processing transactions, and educating clients on systems and procedures. This contract role offers early-career professionals an opportunity to develop valuable client service and operations skills.

Responsibilities

• Serve as the primary point of contact for customers
• Troubleshoot service issues and accurately enter service requests
• Educate clients and advisors on systems, procedures, and self-service tools
• Respond to inquiries across multiple platforms and systems
• Process routine transactions and account service requests
• Manage high-volume inbound and outbound calls
• Document all interactions to ensure accuracy, tracking, and compliance

Requirements

• High school diploma or GED
• Strong written and verbal communication skills
• Ability to explain complex policies in a clear, simple way
• High learning agility and adaptability to various training formats
• Ability to navigate multiple systems while on live calls
• Strong problem-solving and prioritization skills
• Reliable high-speed internet for remote work

Qualifications

• High school diploma or GED
• 0-1 year of relevant experience

Nice to Have

• Previous customer service experience
• Exposure to financial services or product-specific environments
• Interest in long-term growth and potential permanent placement
• Desire to pursue FINRA licensing as part of career development