Customer Service Representative

Job Title: Call Center Financial Services Customer Support RepresentativeDuration: Temporary (up to 6 months), Work from HomeType: F/T Hours, 9-5 pmPay: $18.00 - $21.00 per hourJob Description:

We are seeking a dedicated Call Center Financial Services Customer Support Representative for a temporary, work-from-home position lasting up to 6 months. In this role, you will handle incoming calls from brokers, clients, merchants, and financial institutions regarding checking accounts, debit card issues, ACH transfers, bill payments, and more. You will provide exceptional service by addressing client inquiries related to retirement plan payments, performing check reconciliations, and assisting with tax processing. This role involves working closely with various departments to ensure the accurate and timely processing of all requests.

Key Responsibilities:

• Respond to client inquiries regarding retirement plan payments, including both periodic and non-periodic payments.
• Assist clients in understanding their payment options, such as lump sum distributions, death benefits, rollovers, and loan withdrawals.
• Reprint tax forms, verify current record information, and send change request forms to participants as needed.

Qualifications:

• Prior experience as a Customer Relations Representative for a Bank or Financial Services group with Product and Benefits Process knowledge.
• Familiarity with benefits/retirement distributions, banking products, payment systems, and financial transactions (checking, debit cards, ACH, bill payments).
• Proven experience in responding to clients’ inquiries regarding retirement plan payments, including periodic and non-periodic payments.
• Experience assisting clients with understanding their payment options, including lump sum distributions, death benefits, rollovers, and loan withdrawals.
• Involvement in printing tax forms, verifying current record information, and sending change request forms to participants as needed.
• Proven experience in call center customer service, preferably in the financial services sector (1-3 years).
• Strong ability to communicate effectively with clients and provide high-quality customer service.

If you meet these qualifications and are ready to contribute to a dynamic team, we encourage you to apply via email to: christine.kiernan@lhh.com