Remote Financial Customer Service Specialist

Founded in 2001, Austin and Associates Inc. is dedicated to empowering individuals and families with the financial knowledge and principles needed to achieve their goals. By providing education on debt management, retirement savings, and college funding, the company strives to make financial planning accessible to everyday people. With a commitment to supporting local offices across the United States, Austin and Associates Inc. fosters financial independence and long-term success. Role Description We are seeking a Financial Customer Service Professional for a contract position in a hybrid or remote work setting. Based in Denver, CO, this role provides flexibility with the opportunity to work both remotely and in‑person. Responsibilities include assisting clients with inquiries related to financial services, ensuring high levels of customer satisfaction, managing customer accounts, resolving concerns promptly, and maintaining exceptional communication and phone etiquette throughout all interactions. Qualifications Strong Customer Support, Customer Service, and Customer Satisfaction skills Proficiency in managing Customer Experience and addressing client needs effectively Excellent Phone Etiquette and communication skills to deliver high‑quality service Ability to handle issues with a customer‑centric approach and maintain client relationships Strong organizational and problem‑solving skills Basic understanding of financial services is a plus Proficiency with CRM software and Microsoft Office Suite High school diploma or equivalent required; additional education or certifications in finance or customer relations is advantageous #J-18808-Ljbffr Austin and Associates Inc