JD Top FinancialVerified Source

Customer Service Representative, Financial Services

12K–31K
Partially · Houston, Texas
Posted August 12, 2026
contract

Overview

We seek a professional and customer-focused representative to provide information answer questions and resolve service inquiries. The ideal candidate excels in communication helps people maintains accurate records and delivers positive experiences in a fast-paced financial environment. Our growing finance company offers many colleagues to assist newcomers. This role differs by focusing on rapid client growth and dynamic team integration.

What You'll Do9

  • 1Respond to inquiries via phone email and other channels
  • 2Provide details on products services and account questions
  • 3Assist customers with requests issue resolution and general support
  • 4Maintain records of interactions and transactions
  • 5Follow procedures to ensure compliance with policies and regulations
  • 6Collaborate with team members to improve satisfaction and quality
  • 7Escalate complex concerns to appropriate departments
  • 8Maintain professional courtesy during all interactions
  • 9Deliver competitive compensation flexible schedule hybrid remote work location

Requirements6

  • 15+ years building ETL pipelines with Spark and Airflow
  • 2High school diploma or equivalent required
  • 3Strong verbal and written communication skills
  • 4Basic computer proficiency including Microsoft Office and CRM systems
  • 5Ability to multitask and manage time effectively
  • 6Professional attitude and commitment to service excellence

Salary Insight

$12 - $31k per year

Location

Typepartially
LocationHouston, Texas

Required Skills

Customer ServiceCommunicationMicrosoft OfficeCRM systemsMultiline phone systemsBilingualOrganizational skillsProblem solvingAttention to detailProfessional attitude
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