Financial Services Representative

This 100% remote position is open to candidates located in New York, United States. The role involves access to client financial account information and personal data. A background check and credit screening are required.

Responsibilities

• Respond to client inquiries related to account balances, transactions, and products
• Access and update client account information accurately during each interaction
• Process account changes, transfers, and service requests
• Educate clients on available financial products and services
• Maintain detailed records of all client interactions in the CRM
• Escalate complex account issues to senior representatives or compliance teams

Requirements

• High school diploma required; bachelor degree preferred
• Strong communication and customer service skills
• Comfortable accessing and discussing client financial information
• Must pass a pre-employment background check and credit screening
• No prior financial services experience required — comprehensive paid training provided
• Must be a US resident authorized to work in the United States