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Remote Customer Service Representative

LHH
San Diego, CA, United States
$19-$21 an hour
Remote
Temporary

LHH has a client who is a leading organization within the global financial services industry looking to add multiple Customer Service Representatives to their growing team! We are seeking experienced and motivated Customer Service Representatives who have experience within the brokerage operations, investment banking, or capital markets industries.

This is a fully remote month contract position. If you are looking for and opportunity to leverage your background in while delivering top-tier customer support, apply Now!

Job Title : Customer Service Representative

Rate : $19-$21 / hr.

Contract Type : 6-Month Contract

Fully Remote

Duration : 6 Month (with some possibility of extension)

Target Start Date : Mid to late October

Key Responsibilities :

  • Provide timely and professional customer service to clients, addressing inquiries and resolving issues related to financial products and services.
  • Serve as the primary point of contact for clients across brokerage operations, investment banking, and capital markets.
  • Including purchases, redemptions, exchanges, and account updates.
  • Handle complex inquiries with accuracy and efficiency, ensuring a positive client experience.
  • Collaborate with internal teams to troubleshoot and resolve customer concerns.
  • Maintain up-to-date knowledge of industry trends, company products, and compliance requirements.
  • Utilize CRM systems and other tools to document and track customer interactions.

Qualifications :

  • Strong communication skills (both verbal and written) with a customer-centric approach.
  • Minimum 2-3 years of experience in brokerage operations, investment banking, or capital markets.
  • Familiarity with financial products, trading platforms, and regulatory requirements.
  • Ability to work independently in a fully remote environment.
  • Strong problem-solving and multitasking skills.
  • Proficiency in using CRM tools and other customer service software.

Benefits :

Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan.

Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law;

any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.

If you are interested in this role, we want to hear from you! If you are interested in being considered for this role or any other accounting or finance opportunities with LHH Recruitment Solutions, formerly Accounting Principals, please click "apply" below.

1 day ago
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