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Work from Home Opportunity for Students | Primerica Financial Services | Handshake
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Remote Customer Service Representative
Financial Services Industry
Position Summary
We are seeking a professional and customer-focused Remote Customer Service Representative to support clients within the financial services industry. This role is responsible for assisting customers with account inquiries, resolving issues, providing product and service information, and delivering an exceptional customer experience through phone, email, and online communication channels.
The ideal candidate is detail-oriented, dependable, and able to handle sensitive financial information with confidentiality and accuracy.
Key Responsibilities
Respond to customer inquiries regarding financial products, accounts, billing, payments, and services via phone, email, and chat
Provide accurate information while maintaining compliance with company policies and financial regulations
Assist customers with account updates, transaction questions, and troubleshooting issues
Document customer interactions and maintain accurate records in CRM systems
Process customer requests, applications, and service changes in a timely manner
Educate customers on available products, services, and self-service options
Maintain professionalism and empathy during all customer interactions
Participate in ongoing training and team meetings to stay updated on financial products and procedures
Qualifications
1–3 years of customer service experience, preferably in banking, insurance, finance, or call center environments
Ability to multitask and work independently in a remote environment
Proficiency with Microsoft Office, CRM software, and online systems
Ability to maintain confidentiality and handle sensitive customer information
Reliable internet connection and dedicated remote workspace required
Preferred Skills
Experience in financial services, banking, credit unions, insurance, or investments
Bilingual skills are a plus
Strong attention to detail and organizational abilities
Fully remote position
Flexible scheduling may include evenings or weekends based on business needs
What we offer:
Comprehensive training and mentorship
Performance-based compensation.
Remote work flexibility
Career growth and professional development opportunities
No degree. No diploma required.
If you're looking for a career that rewards effort, personal growth and leadership, Primerica may be the opportunity for you.
