Customer Service Specialist (Remote)

Customer Service Specialist - Grow Your Career with a Premier Employer in the Brainerd Lakes Area!

Are you a problem-solver with a passion for helping others? We're hiring a Customer Service Specialist in Brainerd, MN, to support clients and financial advisors with inquiries about qualified retirement plans. This is an excellent opportunity to get your foot in the door with a premier organization that values People Matter, Quality First, and Integrity Always. This long-term remote opportunity is ideal for candidates with customer service experience who want to build their career in a supportive and professional environment.

Hours & Pay

Schedule: Monday - Friday, 8:00 AM - 5:00 PM

Pay Rate: $16.50 per hour

Employment Type: Long-term temporary opportunity

Work Environment: Remote

What You'll Do Each Day

• Answer inbound calls and make outbound calls in a call center environment
• Support clients and financial advisors with retirement plan inquiries
• Protect confidential client data by following strict audit and compliance procedures
• Respond to inquiries via phone and written correspondence within 24 hours
• Document all client communication in appropriate systems
• Manage deadlines and resolve outbound call tasks within department guidelines
• Educate clients on document compliance processes and procedures
• Review discrepancies, propose resolutions, and escalate when necessary
• Identify potential sales opportunities and provide pre-sale support as needed
• Continue developing industry knowledge through training and resources

Why You'll Love This Job

We provide more than just a paycheck-we offer stability, growth, and great benefits. As a valued team member, you'll enjoy weekly pay, medical, dental, and vision insurance, life insurance, a 401(k), short-term disability, employee discounts, referral bonus opportunities, earned wage access, free staffing services, and career advancement potential. With consistent Monday-Friday hours and the ability to work remotely, this role offers the balance and security you've been looking for!

What We're Looking For

• 1-3 years of customer service experience (account management experience a plus)
• Associate degree or equivalent work experience required; Bachelor's in Business, Finance, or related field preferred
• Strong PC skills, including Microsoft Word, Excel, Data Entry, and Ten Key (assessment required)
• Detail-oriented with excellent organizational and time management skills
• Strong verbal and written communication skills with the ability to interact across all levels
• Ability to multitask, prioritize, and meet deadlines in a fast-paced environment
• Must be reliable, team-oriented, and committed to accuracy and confidentiality

Take the Next Step in Your Career

If you're ready to bring your customer service skills to a respected organization that values teamwork, integrity, and professional growth, we want to hear from you. Click "Apply Now" to connect with a recruiter and start your journey today!

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