Work from Home Opportunity for Students | Primerica Financial Services | Handshake

                         Remote Customer Service Representative 

                                     Financial Services Industry

Position Summary

We are seeking a professional and customer-focused Remote Customer Service Representative to support clients within the financial services industry. This role is responsible for assisting customers with account inquiries, resolving issues, providing product and service information, and delivering an exceptional customer experience through phone, email, and online communication channels.

The ideal candidate is detail-oriented, dependable, and able to handle sensitive financial information with confidentiality and accuracy.

Key Responsibilities

• Respond to customer inquiries regarding financial products, accounts, billing, payments, and services via phone, email, and chat
• Provide accurate information while maintaining compliance with company policies and financial regulations
• Assist customers with account updates, transaction questions, and troubleshooting issues
• Document customer interactions and maintain accurate records in CRM systems
• Process customer requests, applications, and service changes in a timely manner
• Educate customers on available products, services, and self-service options
• Maintain professionalism and empathy during all customer interactions
• Participate in ongoing training and team meetings to stay updated on financial products and procedures

Qualifications

• 1–3 years of customer service experience, preferably in banking, insurance, finance, or call center environments
• Ability to multitask and work independently in a remote environment
• Proficiency with Microsoft Office, CRM software, and online systems
• Ability to maintain confidentiality and handle sensitive customer information
• Reliable internet connection and dedicated remote workspace required

Preferred Skills

• Experience in financial services, banking, credit unions, insurance, or investments
• Bilingual skills are a plus
• Strong attention to detail and organizational abilities
• Fully remote position
• Flexible scheduling may include evenings or weekends based on business needs

What we offer:

• Comprehensive training and mentorship
• Performance-based compensation.
• Remote work flexibility
• Career growth and professional development opportunities

 No degree. No diploma required.

If you're looking for a career that rewards effort, personal growth and leadership, Primerica may be the opportunity for you.