Job Description

Job description

Client Service Representatives - Fully Remote!

Multiple job-seekers are needed for a Client Service Representative position. As the Client Service Representative, you will primarily responsible for processing financial transactions and customer requests at a high rate of quality and productivity into 529 college savings plans. This FULLY REMOTE position offers $16/hr!

Responsibilities of the Financial Services Representative Include:

• Processing a diverse range of financial and non-financial transactions including but not limited to: New Account Set Up, Account Contributions, Account Disbursements, Fund Transfers and Exchanges, and Client Correspondence.
• Meeting productivity, timeliness, and quality standards consistently.
• Assisting or coordinating support for other functional units.
• Performing quality assurance on transactions processed by peers.
• Completing core corporate training and develop solid knowledge of systems.
• Providing input into new department policies and procedures.
• Improving job knowledge to advance service capabilities through training and self-study.
• Learning and following plan rules and procedures that vary by partner/plan.
• Recommending improvements to applications, workflows, and procedures.
• Assisting management during busy periods to mentor and evaluate temporary staff.

Requirements of the Financial Services Representative Include:

• Minimum 1 to 2 years’ experience in a professional work environment preferred.
• Bachelor's Degree
• Ability to work overtime on weekends and weekdays when necessary
• Prior financial service industry experience.
• Extremely dependable and punctual
• Strong analytical, problem solving, organizational, interpersonal, and communication skills.
• Ability to work remotely

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