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
Vascular Surgeon - Houston Methodist Baytown
Houston Methodist Baytown Hospital (HMB) is seeking a skilled and dedicated Vascular Surgeon to join our expanding team. As part of the nationally recognized Houston Methodist system, HMB offers adva…
Dinner Cook
Description At Crescent Hotels & Resorts, we are a team of hospitality professionals that are deeply connected to & proud of the exceptional experiences we provide for our guests. More than that, …
Housekeeper FT McAllen
Responsibilities POSITION SUMMARY: Performs daily cleaning tasks for patient and resident rooms, nursing station, lounges, educational facilities, restrooms, office, clinic areas and any othe…
Trade Show Sales Professional
Job Description Job Summary Are you a motivated, results-driven sales professional who thrives in face-to-face environments and enjoys the energy of live events? We are seeking a Trade Show Sales…
Tax Attorney
: About this Job We are seeking a highly motivated and results-driven Tax Attorney to lead the day-to-day operations of BRAYN's Tax Audit Resolution (TAR) services while keeping management abreast …
Staff Accountant - Client Accounting Services
Job Description Job Description Staff Accountant | Fully Remote Opportunity Base Comp To $80K + Bonus + 100% Employer-Paid Beneifts Client Facign Role | People-Centric Leadership Focused on…
Cardiovascular ICU Nocturnal PRN Advanced Practice Provider
General Notes The Dell Medical School in conjunction with Ascension Texas, is seeking Advanced Practice Nurses or Physician Assistants to be part of the Institute for Cardiovascular Health. These …
BBQ Cutter
Job Description Job Description Benefits: ~ Childcare Assistance ~401(k) ~ Health insurance ~ Opportunity for advancement ~ Training & development ~ Tuition assistance Are you pas…
Retail Sales Supervisor - Full Time | 7 FOR ALL MANKIND, SOUTHLAKE TOWN SQUARE
Job Description Job Description Description: Sales Supervisor (Full-Time) Join 7 For All Mankind, the first company to bring premium denim to the market, putting L.A. on the map as the fashion…
Associate Recruiter
Job Title: Associate Recruiter Location: Hybrid - Dallas, TX Employment Type: Contract (6 months +/-) Industry: D efense & Aerospace Compensation: $32-$35/hr Schedule: 1st shift -…