Call Center Customer Service Representative - Financial

We have a Long Term Contract opportunity for a Call Center Customer Service Representative - Financial with a client based in Hartford, CT. This will be onsite - 5 days at the location mentioned below. Location: 20 Church Street, 16th Floor, Hartford, CT 06103 - 5 Days Onsite Below are the details and job description, please let me know if you are interested and available: Looking for customer service representative who has experience taking in-bound calls from customers with regards to financial products example, Banking, Credit Cards, Debit Cards, Retirement Accounts, 401K, Insurance, Reinsurance, Mutual Funds, Investment, Shares Looking for someone with a stable job history, must have worked in an organization for minimum 3 years. These comes with excellent benefits mentioned below: Benefits Details: Annual bonus: up to 8% of base pay paid out on a quarterly basis Annual PTO: 15 vacation days, 10 sick days, 2 floating holidays and 8 company holidays, volunteer time-off Other PTO: Jury duty, bereavement leave, military leave etc. as applicable per State regulations. Benefits: Elected benefits such Medical (along with subsidized gym memberships), dental, vision insurance, Legal, identify theft, critical illness, pet insurance offered at competitive premiums. Basic life Insurance, Short Term and Long term disability and employee assistance program including mental health support, online yoga access at NO COST to the employee. 401k match: up to 3% annually. Training would be provided Interview Process: 1st Round - Microsoft Teams Video Interview 2nd Round - In-person Interview Responsibilities: Respond to customer via phone, email and text with there inquires based on IRA, 529 plans and Retirement Account /Insurance/Financial Products. Experience including account transfers, shareholder transactions, and account maintenance is preferred Deliver first class inbound customer service in every single contact as part of our Fund Services operations. Strong communication skills, both verbal and written, with the ability to convey complex information clearly and professionally. Exceptional analytical and problem-solving skills and attention to detail, with the ability to analyze data and identify solutions to customer inquiries and issues. Stay informed about market trends, regulatory changes, and industry developments relevant to investment banking operations Document all customer interactions, inquiries, and recommendations accurately and maintain comprehensive records in accordance with regulatory requirements and company policies. Participate in training sessions and professional development activities to enhance knowledge and skills relevant to wealth management, financial planning, and client service. Assist the managers with deep dive discussions and remediation of top pain points to help improve performance. Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to address client needs, resolve issues, and coordinate service delivery. Key Skills: Process customer requests accurately and efficiently, including purchases, redemptions, exchanges, and account updates. Experience with Financial products / Retirement / Insurance background Assist clients in completing required documentation for account transactions and ensure compliance with regulatory requirements. Investigate and resolve customer issues or discrepancies related to account transactions, shareholder records, and transfer agency processes.

Created: 2026-04-06