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. Remote | No Visa Sponsorship 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.