Overview
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 be 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
- 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 developing 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 application workflows and procedures.
- Assisting management during busy periods to mentor and evaluate temporary staff.
Qualifications
- Minimum 1 to 2 years of 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.
Key Skills: Bluetooth, Communication, Drafting, Driving, Fire And Safety Engineering, Administration Support.
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