Remote Customer Service Representative – Financial

Concentrix

New Remote

Remote Mid 15 USD/hour 🇬🇧 English

CRM

Job description

About the role

Concentrix is hiring a Remote Customer Service Representative – Financial to provide inbound support for global financial brand partners. The role involves assisting customers with account inquiries, basic technical issues, and recommending suitable financial products while working from a quiet home office.

Key responsibilities

Handle inbound customer inquiries following corporate scripts and quality guidelines.
Resolve financial service questions and basic technical account issues.
Document interactions, account updates, and case notes accurately in the CRM system.
Identify cross‑selling or upselling opportunities and recommend appropriate financial products.
Maintain quality‑assurance targets, customer‑satisfaction metrics, and data‑integrity standards.

Required profile

High School Diploma or GED with at least 1 year of customer‑service experience and 6 months of soft‑sales or telemarketing experience.
Dedicated home office equipped with a PC or laptop, high‑speed wired internet connection, and an active smartphone.

Required skills

CRM data entry
Computer navigation

Questions fréquentes

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Published 1 hour ago

Expires 1 month from now

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