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[Remote] Customer Service Rep – Financial (Remote)

Remote, USA Full-time Posted 2025-11-24

Note: The job is a remote job and is open to candidates in USA. Concentrix is a global organization known for its inclusive culture and commitment to employee growth. They are seeking a remote Customer Service Representative to provide support and resolution for customer inquiries regarding financial products and services.


Responsibilities

  • Provide inbound customer support using a call flow guide
  • Help customers resolve basic technical issues
  • Track, document, and retrieve information in databases
  • Offer additional products and/or services
  • Deliver expert customer experiences…with a smile

Skills

  • 6+ months of soft sales experience (upselling/recommending products or services, soliciting, telemarketing, etc.)
  • 6+ months of customer service experience
  • Open availability
  • A high school diploma or GED
  • A quiet, distraction-free environment to work from in your home
  • Proficiency in fast-paced multi-tasking
  • Eagerness to learn new technologies
  • Strong computer navigation skills and PC knowledge
  • A desktop or laptop to complete PC and internet testing; A work computer may be provided depending on the position offered, but is not guaranteed (will be discussed further with a recruiter)
  • High Speed internet (no wireless/hotspots or satellite) and a smartphone
  • Must reside in the United States and have a valid U.S. address for residence

Benefits

  • Medical, dental, and vision insurance
  • Comprehensive employee assistance program (EAP)
  • 401(k) retirement plan
  • Paid time off and holidays
  • Paid training days
  • DailyPay enrollment option to access pay "early," when you want it
  • Paid training and performance-based incentives
  • Lucrative employee referral bonus opportunities
  • Company networking opportunities with organized groups in the following topics: Network of Women, Black Professionals, LGBTQ+ Pride, Ability (Disabilities), Dynamic ((Neurodiversity), Women in Tech, OneEarth Champions, and more
  • Health and wellness programs with trained partners to help promote a healthy you
  • Mentorship programs that support your rewarding career journey
  • Work-from-home convenience
  • Programs and events that support diversity, equity, and inclusion, as well as global citizenship, sustainability, and community support
  • Celebrations for Concentrix Day, Game-Changer Appreciation Day, Customer Service Week, World Clean Up Day, #MyOneEarthPromise, and more

Company Overview

  • Concentrix is an IT firm that engages in software services, data analytics, enterprise technology, and digital operations. It was founded in 1983, and is headquartered in Newark, California, USA, with a workforce of 10001+ employees. Its website is https://www.concentrix.com.

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