Customer Service Representative – Financial Services (Temp)

Our client is seeking Customer Care Center Representatives (Temp) to support a financial‑services contact center by handling inbound and outbound customer calls, resolving account inquiries, and providing accurate information regarding products, services, and basic account maintenance. This is a project‑based temporary role with an expected end date tied to completion of the assigned initiative.

No Visa Sponsorship 

Work Model: Remote (US Based)

Assignment Duration: 2-3 months | W2

Responsibilities:

• Training Participation — Attend required training sessions on procedures, systems, and new initiatives.
• Outbound Follow‑Ups — Make outbound calls when required to complete customer requests or provide project‑related updates.
• Issue Resolution — Identify customer needs, troubleshoot basic problems, and escalate complex issues to the appropriate team.
• Compliance & Documentation — Record all interactions in the system accurately and adhere to regulatory, privacy, and security standards.
• Product Knowledge — Maintain working knowledge of the organization's products, services, and policies to ensure accurate communication.
• Account Assistance — Process routine account maintenance requests such as password resets, contact updates, and general information changes.
• Customer Support — Deliver professional, courteous service on every call while following established scripts, procedures, and compliance guidelines.

Qualifications (Must-Haves)

• High school diploma or equivalent.
• Clear verbal and written communication skills.
• Ability to work independently and manage time effectively.
• Availability to work flexible hours based on project needs.
• 2+ years of strong customer service skills and professional phone etiquette.
• Strong attention to detail and ability to follow structured procedures.
• Ability to navigate multiple computer systems and learn new software quickly.

Preferred Skills:

• Bilingual skills (any language)
• Prior call‑center or financial‑services experience.
• Familiarity with regulated environments or scripted call flows.
• Experience in banking, financial services, or other regulated industries is preferred but not required.

Working Conditions:

• Visual acuity required for computer work and reading detailed information.
• Primarily a seated, computer‑based role requiring extended periods of phone interaction.