Financial Services Representative

Location: Full Time / 100% Remote (United States)Salary: $40,000 - $54,000 per yearJob DescriptionWe are hiring Financial Services Representatives to handle client inquiries related to accounts, transactions, and financial products. This role involves access to client financial account information and personal data. A background check and credit screening are required for all financial services positions.ResponsibilitiesRespond to client inquiries related to account balances, transactions, and productsAccess and update client account information accurately during each interactionProcess account changes, transfers, and service requestsEducate clients on available financial products and servicesMaintain detailed records of all client interactions in the CRMEscalate complex account issues to senior representatives or compliance teamsRequirementsHigh school diploma required; bachelor degree preferredStrong communication and customer service skillsComfortable accessing and discussing client financial informationMust pass a pre-employment background check and credit screeningNo prior financial services experience required — comprehensive paid trainingMust be a US resident authorized to work in the United StatesTo apply, submit your resume and complete our short online application form.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.