Attention Job Seekers
Houston Skilled Consultancy is seeking a dedicated and customer-focused Financial Customer Service Agent to join our growing team. In this role, you will provide top-tier financial support to clients by assisting with inquiries, resolving issues, and ensuring customer satisfaction. This is a fully remote position, offering flexibility and an opportunity to develop your career in the financial services sector.
Handle inbound and outbound customer inquiries related to financial products and services.
Assist clients with account management, billing inquiries, and transaction processing.
Provide accurate and clear financial guidance while maintaining compliance with company policies.
Troubleshoot customer issues and resolve complaints efficiently.
Maintain detailed records of customer interactions using CRM tools.
Educate customers about available financial solutions and upsell services when appropriate.
Collaborate with internal teams to ensure seamless customer support.
Adhere to company procedures and regulatory guidelines while delivering high-quality service.
Excellent verbal and written communication skills.
Strong problem-solving abilities and analytical thinking.
Ability to manage customer concerns with professionalism and empathy.
Basic knowledge of financial principles and customer service best practices.
Comfortable working in a fast-paced, remote environment.
Proficiency in Microsoft Office and CRM systems.
Previous experience in customer service, financial services, or call center support is preferred.
Experience handling financial accounts or transactions is a plus.
Background in banking, fintech, or related industries is advantageous.
Flexible work-from-home schedule.
May require availability during weekends or evenings based on customer demand.
Full-time and part-time positions available.
Strong attention to detail and accuracy.
Ability to multitask and manage multiple customer interactions efficiently.
Strong interpersonal skills and a customer-first mindset.
Capability to learn and adapt to new financial products and technologies.
Ability to work independently and as part of a remote team.
Competitive salary with performance-based incentives.
Work-from-home flexibility, ensuring a better work-life balance.
Opportunities for career growth and professional development.
Paid training and continuous learning support.
Employee assistance programs and wellness initiatives.
Access to company discounts on financial services and products.
Be part of a dynamic and supportive team that values professional growth.
Work remotely with flexible hours and no daily commute.
Gain hands-on experience in the financial industry.
Enjoy a collaborative and innovative work environment.
Access career development resources to enhance your skills and advance your career.
If you are passionate about providing excellent financial customer service and are looking for a rewarding remote opportunity, we would love to hear from you!
To apply:
Submit your resume and a brief cover letter outlining your relevant experience.
Complete our online assessment (if applicable).
Attend a virtual interview with our recruitment team.
Apply today and start your journey with Houston Skilled Consultancy!
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