Financial Customer Service Representative

VirtualVocations
Toledo, Ohio, United States
Full-time

A company is looking for a Financial Customer Service Professional to support customers with their retirement savings accounts.

Key ResponsibilitiesProvide excellent service within the call center for retirement savings accountsProcess contribution changes, loans, withdrawals, and account changes as directed by customersCommunicate critical plan updates and changes to customersRequired Qualifications, Training, and EducationAvailability to work a 40-hour work week, including outside traditional business hoursAssociates degree or higher and at least one year of customer service experience, or two or more years of customer service experienceCapability to work overtime as required based on business needsFluency in both English and Spanish is preferredWired high-speed internet connection with a minimum service level of 50Mbps download and 10Mbps upload

8 days ago
Related jobs
Promoted
VirtualVocations
Toledo, Ohio

A company is looking for a Trilingual Customer Service Representative (Portuguese, Spanish, English) to provide patient support in a remote setting. ...

Promoted
Liberty Mutual
Holland, Ohio

Within our Customer Response Center, the Remote Customer Service Representative provides timely, accurate and responsive information and service to policyholders and agents for a division of Personal Lines products, plans and programs. Licensed Customer Service Representative. Provides exceptional c...

Marathon TS
OH

Marathon TS has an upcoming need for Customer Service Representatives supporting a federal agency in Euclid, OH. Extensive CALL CENTER support services for PBGC customers. Job Description: The Call Team Level I Agent will be expected to receive inbound participant phone calls and provide appropriate...

Intuit - TurboTax
Ohio, US
Remote

As a Customer Service Representative, you will help TurboTax customers by answering their questions concerning TurboTax products and tax return software. The ability to understand and empathize with our customers needs while driving innovation and providing top-notch service. To be successful in thi...

Planet Fitness
Maumee, Ohio

The customer service representative will greet members and guests, providing exceptional customer service and doing your best to make members feel comfortable and welcomed!. Customer Service Representative. The customer service representative will check in members, provide tours of the club and sign...

Wella
OH, US

Customer Service Representative. CUSTOMER SERVICE REPRESENTATIVE. In je rol als Customer Service Representative ben je verantwoordelijk voor de optimale uitvoering van het order-, levering- en facturatieproces van onze verschillende klanten (kapsalons, retailers, groothandels, e-Commerce & scholen)....

Fidelity Investments
Perrysburg, Ohio

Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers...

Intuit - TurboTax
Ohio, US
Remote

As a Customer Service Representative, you will help TurboTax customers by answering their questions concerning TurboTax products and tax return software. The ability to understand and empathize with our customers needs while driving innovation and providing top-notch service. To be successful in thi...

Julie Spann Johnson - State Farm Agent
Perrysburg, Ohio

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Establish customer ...

Intuit - TurboTax
Ohio, US
Remote

As a Customer Service Representative, you'll support TurboTax customers with product and software inquiries, including downloading, logging in, basic navigation, importing documents, printing, filing, and fundamental tax questions. As a CSR, you'll play a crucial role in ensuring our customers have ...