Financial Customer Service Representative

TEKsystems•Raleigh, NC

1d•$20 - $20•Remote

About The Position

This is a Contract position based out of Raleigh, NC. The role involves handling common remitting, processing seller reduction agreements, compliance monitoring, and responding to customer inquiries via email and phone. The representative will be responsible for processing paperwork and approvals, managing approximately 20-25 calls per day, and multitasking between administrative tasks and phone calls. This is a fully remote position with a requirement for candidates to understand the importance of being online at all times, as it is not a flexible schedule role. Additional responsibilities during the day will rule out candidates.

Requirements

Experience in the financial industry is key.
Excellent customer service skills, comfortable with answering phones.
Positive attitude, care, and drive.
Service mentality.
Collaborative mindset.
Strong multitasking ability, capable of switching between administrative tasks and phone calls efficiently.
Proficiency in Excel (familiarity, not necessarily advanced).
Ability to use and adapt to different systems, including Relias.
Strong data entry skills.
REMOTE EXPERIENCE OR UNDERSTAND THE IMPORTANCE OF BEING ONLINE AT ALL TIMES.

Nice To Haves

Mid-level experience preferred, but strong junior candidates (2-3 years of experience) with high potential will also be considered.
Generally, 3-7 years of experience is preferred.

Responsibilities

Handling common remitting (processing money from employers to investment providers).
Reviewing and processing seller reduction agreements (beginning, changing, or stopping contributions).
Compliance monitoring and reviewing transaction requests based on employer plan documents.
Answering emails and responding to inquiries.
Processing paperwork and approvals.
Handling approximately 20-25 calls per day.
Multitasking between administrative tasks and phone calls.