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Customer Service Representative Banking

Role overview

Qualifications

  • 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

Responsibilities

  • Support customers with financial accounts, retirement plans, and life insurance
  • Handle transactions carefully and resolve customer issues
  • Communicate clearly with customers across rotational shifts
  • Manage customer accounts and financial transactions

Key facts

Hard skills

Other skills

  • Customer Service
  • Communication
  • Problem Solving

About the company

iShare Inc. logo

iShare Inc.

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Job description

🚨 Great Opportunity β€” 100% Remote!
πŸ’Ό 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.

Compensation: $17.00 - $18.00 per hour


About

In the perfect storm of technology forces shaping the business world, the question is not whether companies need to adapt to stay competitive but which tech partner to trust for long-term business improvement and transformation needs.

That’s why iShare was founded: to be that credible IT partner that cuts through the buzzword clutter to deliver real value by real people. And that starts with doing the basics right.

Who We Are

Based in New Jersey, iShare is a boutique IT consulting firm with strategic advisory, development, and staffing services designed for specific industry verticals. iShare was founded to fill a real market need – with so much noise about cloud, big data, and information security, companies today are adopting software product after product and losing sight of which they need and why, while what they really need is credible consulting that takes the time to understand their company’s unique scenario and requirement, and then architect a solution accordingly.

Recognizing this gap, senior industry executives put their credibility on the line to form iShare and ensure they create a fulfilling experience with lasting value for all stakeholders – customers, employees and partners. iShare leadership team has 20+ years average IT experience and is well-rounded in technology, operations, account and customer management. Our experience spans C-Suite positions with Fortune 100 firms as well as mid-tier firms. Our background includes stints at multibillion-dollar ITO / BPO firms as well as startups.


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