To support a growing financial services team, the full-time Customer Service Representative - Banking will provide exceptional service to clients by addressing inquiries related to retirement plan payments in a 100% remote environment. Key responsibilities Responding to client inquiries regarding retirement plan payments, including periodic and non-periodic payments Assisting clients with understanding their payment options, including lump sum distributions, death benefits, rollovers, and loan withdrawals Reprinting tax forms, verifying current record information, and sending change request forms to participants as requested Required qualifications Experience in a high call volume call center environment within banking, financial, or insurance sectors Familiarity with retirement plans such as 401(k) and 403(b) Ability to work rotational shifts, including weekends, in the EST timezone Strong attention to detail and commitment to client satisfaction Willingness to participate in a 3-4 week paid online training program without leave
Banking Customer Service Representative in workfromhome at Unknown Company
- Typical pay
- $37,220–$58,100
For context, most customer service representatives earn between $37,220–$58,100 a year according to Bureau of Labor Statistics wage data. What this particular role pays is set by the employer — check the description above.
This position is listed as full time and able to be worked remotely.