Customer Service Representative

This mid-level Customer Service Representative role supports the Plan Connect team by handling daily operational tasks in a financial services environment. You manage a high volume of inbound calls, process employer and investment-related transactions, perform accurate data entry, and navigate internal systems to ensure smooth, compliant operations. The position is fully remote, aligned to Eastern Time hours, and offers a contract-to-hire path with the opportunity to convert in the new year. Responsibilities Support the Plan Connect team with day-to-day operational needs in a financial services environment. Handle approximately 20-25 inbound calls per day, providing clear, professional, and timely customer service. Process common remitting activities, including handling money flows from employers to investment providers. Review and process seller reduction agreements, including beginning, changing, or stopping employee contributions. Monitor compliance and review transaction requests to ensure they align with employer plan documents. Answer emails and respond to inquiries from internal stakeholders and external customers in a courteous and efficient manner. Process paperwork and approvals accurately, ensuring all required documentation is complete and properly recorded. Navigate internal platforms and systems, including Relias and other CRM or operational tools, to complete tasks efficiently. Perform accurate data entry to maintain up-to-date and reliable records for transactions and customer interactions. Multitask effectively between administrative tasks and phone calls, maintaining a high level of organization and attention to detail. Collaborate with team members to provide reliable support and ensure smooth team operations. Demonstrate a strong service mentality by proactively addressing issues and following through on customer and team needs. Essential Skills Experience Level: Mid-level experience is preferred, generally 3-7 years; strong junior candidates with 2-3 years of experience and high potential will also be considered. Industry experience in the financial industry, with familiarity handling employer and investment-related transactions. Proficiency in Excel at a functional level, with the ability to use spreadsheets for tracking and reporting (advanced expertise not required). Ability to use and adapt to different systems, including Relias and other internal platforms or CRM tools. Strong data entry skills with a high degree of accuracy and attention to detail. Excellent customer service skills, including comfort and confidence in answering and managing a high volume of phone calls. Strong multitasking ability, with demonstrated capability to switch efficiently between administrative tasks and phone calls. Positive attitude, showing care, drive, and a strong service mentality in daily interactions. Collaborative mindset, with the ability to work effectively with team members in a remote environment. Reliable communication skills, both verbal and written, to handle emails, inquiries, and phone conversations professionally. Additional Skills and Qualifications Experience providing support, customer service, and administrative support in a financial or operations-focused team. Comfort working with operational processes related to employer plans, contributions, and investment providers. Familiarity with CRM systems and internal operational platforms used to manage customer interactions and transactions. Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment. Demonstrated support mentality, focusing on helping internal teams and external customers resolve issues efficiently. Ability to work effectively within Eastern Time hours, with a preference for candidates located on the East Coast. Contract-to-hire mindset, with interest in converting to a longer-term role after the initial contract period. #J-18808-Ljbffr CareerCircle