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.
Numbers & Facts
Location
Ontario, CA (Remote)
Job Type
Full-time
Skills
Banking Servicesunmatched
Communication Skillsunmatched
Customer Support/Serviceunmatched
Equity Securitiesunmatched
Financial Servicesunmatched
Financial Transactionsunmatched
Life Insuranceunmatched
Resolve Customer Issuesunmatched
Retirement Planunmatched
Stock Marketunmatched
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