Remote Financial Customer Service Representative @ LHH | Jobright.ai
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Remote Financial Customer Service Representative jobs in Denver, CO
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LHH · 2 days ago

Remote Financial Customer Service Representative

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AdviceConsulting
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Insider Connection @LHH

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Responsibilities

Processing customer requests and account updates over phone and e-mail
Assisting customers with completing documents
Maintaining compliance with all relevant laws, regulations, and company policies
Researching and resolving issues with customers’ accounts, transactions, documents, etc.
Answering questions related to retirement plans including payments (withdrawals, rollovers, lump sums, death benefits, etc.)
Respond to inquiries about account transfers, transactions, and account maintenance
Documenting customer interactions in the database
All other related tasks as required

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Banking ExperienceFinancial Services ExperienceMicrosoft Office Suite

Required

At least two years of recent, relevant experience in a similar role
Previous experience in the banking and/or financial services industry required
Excellent written and verbal communication skills
Excellent customer service skills
Excellent attention to detail
Proficiency with Microsoft Office Suite

Benefits

Medical
Dental
Vision
Term life insurance
Short-term disability insurance
Additional voluntary benefits
Commuter benefits
401K plan
Paid Sick Leave
Holiday pay

Company

Welcome to LHH! We're a global leader in HR solutions that future-proofs organizations and careers worldwide.

Funding

Current Stage
Late Stage

Leadership Team

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M. Alan Gardner
ICEO Peer Advisor
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Company data provided by crunchbase
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