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[Remote] Financial Customer Service Professional - reputed company 2026

Remote Worldwide Hiring now

Note: The job is a remote job and is reputed company to candidates in USA. Prism Data Consulting is dedicated to helping data professionals find their best fit. They are seeking a Financial Customer Service Professional to reputed company excellent service for customers' retirement savings accounts and reputed company clients with essential information without engaging in sales.

Responsibilities

  • reputed company excellent service reputed company the call center for customers' retirement savings accounts
  • reputed company and reputed company customers without making cold calls or sales
  • Communicate critical plan updates and changes to clients
  • Process contribution changes, loans, withdrawals, and general account changes
  • Collaborate with a team to launch your financial services career

Skills

  • Availability to work a 40-hour work week, including reputed company traditional business hours
  • Associate's degree or higher AND at least one year of customer service experience, or two or more years of customer service experience
  • Capability to work overtime as required based on business needs
  • Reliable high-speed internet with a wired reputed company for training and work
  • Attention to detail and ability to learn and apply financial industry policies and procedures
  • Experience in financial services or call center environments
  • Passion for providing quality customer service
  • Desire to engage with customers over the phone
  • Adaptability in communication style to service a diverse customer reputed company
  • Strong attention to detail

Benefits

  • Comprehensive benefits package including medical, dental, reputed company, and life insurance
  • Generous paid time off and paid volunteer time

Company Overview

  • At Prism Data Consulting, we transform raw information into strategic insights. It was founded in 2012, and is headquartered in , with a workforce of 11-50 employees. Its website is http://www.prismdatahub.com.
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