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
Recommended Jobs
Transportation Engineer (Traffic/Technology)
Multi-state design firm is seeking a Senior Transportation Engineer (Traffic/Technology) for their team in Houston! Responsibilities: Lead traffic planning, studies, design, and oper…
AUTOMOTIVE SALESPERSON
Vanguard Volkswagen of North Austin is seeking top performers with a proven success record in a dealership setting and a stable work history. We are looking for a detail-oriented team player with a hi…
Radiation Therapist
At Houston Methodist, the Radiation Therapist position is responsible for assisting in the planning, treatments and monitoring of patients. This position provides radiation therapy treatment while fun…
Testing Technician, REL/ICP
About Us: Panelmatic, Inc. was founded in 1957 in Youngstown, OH to serve manufacturing industries with the design and build of custom electrical, instrument, and pneumatic control panels. Our bus…
Pest Control Service Manager
Versacor is seeking a dedicated Service Manager to oversee the performance of our team of Service Specialists and ensure the highest level of customer satisfaction. As a leader in the pest prevention…
Maintenance Technician
Founded in 1923, The Yarco Companies, is a full-service, multi-family real estate firm that delivers highly specialized Property Management Services, and focuses primarily on Affordable Housing. To l…
Travel Nurse RN - Med/Surg / Telemetry - $1,736 per week in Plainview, TX
Registered Nurse (RN) | Med/Surg / Telemetry Location: Plainview, TX Agency: Slate Healthcare Pay: $1,736 per week Shift Information: Nights - 3 days x 12 hours Contract Durati…
CNC Plasma Cut Table
CNC Plasma Cut Table Experienced CNC Operators needed immediately — competitive pay, overtime opportunities, stable schedules, and long-term manufacturing careers! Company Profile This growin…
Office Manager
This position wears multiple hats in a Private family office. Some days you might have your Executive Assistant hat on while other days you will be assisting management with HR duties and running rep…
Housekeeper
9am-5pm/4 on – 2 off Baybrooke Village Care and Rehab Center McKinney, TX Baybrooke Village Care and Rehab Center in McKinney, TX has opportunities for Housekeeper staff to join our team! …