[Remote] Financial Customer Service Professional - April 2026

Note: The job is a remote job and is open to candidates in USA. Prism Data Consulting is dedicated to helping data professionals find their best fit. They are seeking a Financial Customer Service Professional to provide excellent service for customers' retirement savings accounts and empower clients with essential information without engaging in sales.

Responsibilities

• Provide excellent service within the call center for customers' retirement savings accounts
• Educate and empower customers without making cold calls or sales
• Communicate critical plan updates and changes to clients
• Process contribution changes, loans, withdrawals, and general account changes
• Collaborate with a team to launch your financial services career

Skills

• Availability to work a 40-hour work week, including outside traditional business hours
• Associate's degree or higher AND at least one year of customer service experience, or two or more years of customer service experience
• Capability to work overtime as required based on business needs
• Reliable high-speed internet with a wired connection for training and work
• Attention to detail and ability to learn and apply financial industry policies and procedures
• Experience in financial services or call center environments
• Passion for providing quality customer service
• Desire to engage with customers over the phone
• Adaptability in communication style to service a diverse customer base
• Strong attention to detail

Benefits

• Comprehensive benefits package including medical, dental, vision, and life insurance
• Generous paid time off and paid volunteer time

Company Overview