Remote Data Entry (remote)

United Tribulation Choir
San Antonio, TX

 

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
Posted 2025-08-10

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