Remote Data Entry; remote

Job description

Client Service Representatives – Fully Remote!

Multiple job‑seekers are needed for a Client Service Representative position. As the Client Service Representative you will primarily be responsible for processing financial transactions and customer requests at a high rate of quality and productivity into 529 college savings plans. This fully remote position offers $16 / hr!

• Processing a diverse range of financial and non‑financial transactions, including but not limited to: new account set‑up, account contributions, account disbursements, fund transfers and exchanges, and client correspondence.
• Meeting productivity, timeliness and quality standards consistently.
• Assisting or coordinating support for other functional units.
• Performing quality assurance on transactions processed by peers.
• Completing core corporate training and developing solid knowledge of systems.
• Providing input into new department policies and procedures.
• Improving job knowledge to advance service capabilities through training and self‑study.
• Learning and following plan rules and procedures that vary by partner/plan.
• Recommending improvements to application workflows and procedures.
• Assisting management during busy periods to mentor and evaluate temporary staff.

• Minimum 1 to 2 years of experience in a professional work environment (preferred).
• Bachelor’s degree.
• Ability to work overtime on weekends and weekdays when necessary.
• Prior financial service industry experience.
• Extremely dependable and punctual.
• Strong analytical, problem‑solving, organizational, interpersonal, and communication skills.
• Ability to work remotely.

Key

Skills:

Bluetooth, Communication, Drafting, Driving, Fire And Safety Engineering, Administration Support.