The role requires clear communication, careful handling of transactions, and the ability to resolve customer issues across rotational shifts. We’re looking for a Customer Service Representative who can support customers with financial accounts, retirement plans, and life insurance.

Great Opportunity — 100% Remote!
Hiring: Customer Service Representative | Banking Services

We’re looking for a Customer Service Representative who can support customers with financial accounts, retirement plans, and life insurance. The role requires clear communication, careful handling of transactions, and the ability to resolve customer issues across rotational shifts.


What you’ll bring

• 2–20 years of customer service experience in financial services, banking, retirement services, or life insurance
  
  
• Hands-on experience with 401(k) and retirement plans
  
  
• Experience servicing life insurance policies or products
  
  
• Knowledge of investment products and the stock market, including equities and securities
  
  
• Experience handling customer accounts and financial transactions
  
  
• Strong communication, problem-solving, and customer service skills
  
  

Before you apply


This role requires a background check and fingerprint verification. You must be available for 24/7 rotational shifts, including nights.

This is a remote position.