Finance

Urgent Hiring: Customer Service Representative (CSR) Financial Services

nicky.verma@ishareinc.comUnited States🇺🇸United StatesPosted Sep 24, 2026

Why This Role Stands Out

This hybrid role offers a fantastic opportunity to leverage your 5-10 years of financial services expertise, supporting clients with retirement plans and investment products. You'll thrive in this position if you possess strong communication and problem-solving skills, and are eager to contribute to a reputable company. Apply today to gain valuable experience and advance your career in the financial sector.

Quick Overview

Seniority

Mid Senior

Work mode

Hybrid

Location

United States

Posted

Yesterday

Job Description

Urgent Hiring: Customer Service Representative (CSR) – Financial Services

Location: Remote, USA
Experience: 5–10 years
Employment type: 6-month contract

Job Summary

We are seeking an experienced Customer Service Representative with a background in U.S. financial services or insurance. The ideal candidate has hands-on experience supporting 401(k) and retirement plans, life insurance, and investment products.

Required Skills

5–10 years of customer service experience, preferably in financial services, banking, retirement services, or insurance.
Hands-on experience with 401(k) and retirement plans.
Experience servicing life insurance products or policies.
Knowledge of finance, investment products, and the stock market, including equities and securities.
Experience with customer accounts and financial transactions.
Strong verbal and written communication, problem-solving, and customer-handling skills.