Remote Data Entry (remote)
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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