Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Customer Service Representative

Virtual Vocations Inc

To support a growing financial services team, the full-time remote Financial Customer Service Representative will provide excellent service for customers' retirement savings accounts, educate clients, and process account changes without making cold calls or sales. Key responsibilities Provide exceptional customer service within the call center for retirement savings accounts Communicate critical updates and changes to clients while processing contributions, loans, and withdrawals Participate in a paid training program to develop a solid foundation in financial services Required qualifications Availability to work a 40-hour week, including outside traditional business hours and occasional Saturdays Associate's degree or higher with at least one year of customer service experience, or two or more years of customer service experience Capability to work overtime as required based on business needs Experience in financial services or call center environments is preferred Reliable high-speed internet with a wired connection for remote work

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Customer Service Representative in United States vacancy
  •  ...opportunities while maintaining and expanding (existing & new) customer relationships Work with the team to perform credit underwriting...  ...existing relationships Act as the backup of RMs to provide banking services Requirements Bachelor’s degree in finance-related field. Master... 
    Suggested

    CTBC Bank, New York Branch

    New York, NY
    5 days ago
  • $17 - $18.5 per hour

     ...which stands for People - Location - Service — is a leading retail provider of financial services. The “P” comes first, because our customers are at the center of everything we do...  ...Position Overview: Customer Service Representatives (CSRs) are the primary point of... 
    Suggested
    Full time
    Local area
    Flexible hours
    Night shift
    Afternoon shift
    Early shift

    PLS

    New York, NY
    1 day ago
  •  ...Company Profile: Alabama Ag Credit is a financial institution that provides financing for...  ...in Montgomery with ten offices that service the lower 40 counties of Alabama. With over...  ..., general accounting, or banking and customer service. General knowledge of accounting... 
    Suggested
    Full time
    Work at office

    Alabama Ag Credit

    Monroeville, AL
    1 day ago
  •  ..., understanding their goals, and guiding them toward tailored financial solutions Core Responsibilities Conduct outbound outreach...  ...Qualify leads and identify opportunities to present relevant services Guide prospects through the initial stages of the sales cycle... 
    Suggested
    Full time

    Nuvant Consulting Group

    United States
    23 hours ago
  • $20.39 - $23.99 per hour

     ...diverse range of loan products, a reputation for world-class customer service and a coast-to-coast presence, Vanderbilt continues to be a...  ...social, spiritual, intellectual, environmental, physical, and financial well-being. Collaborative and energetic work environment.... 
    Suggested
    Hourly pay
    Full time
    Work at office
    Local area
    Remote work
    Home office
    Monday to Friday

    Clayton

    Maryville, TN
    1 day ago
  • This position assists with coordinating the service process for assigned commercial property and casualty clients in the Financial Institutions industry vertical This position will report to the SVP, Sr. Account Executive and Team Lead. This position is an hourly,... 
    Hourly pay
    Full time
    Work at office

    WTW

    Chicago, IL
    5 days ago
  • $62.9k - $71.8k

     ...selling by: Serving as the main point of contact for dealer customer service escalations. Providing high touch concierge service....  ...a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn... 
    Full time
    Part time
    Work at office
    Local area

    Capital One

    Alpharetta, GA
    1 day ago
  •  ...Commercial Lines Customer Service Representative HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and... 
    Temporary work
    Local area

    HUB International

    Meridian, MS
    7 days ago
  • $18 - $23 per hour

     ...Finance family of companies has provided customers with creative, flexible, and convenient...  ...number of employees, superior customer service remains the cornerstone of our business,...  ...individual customers focused on personal financial lending, collections, and sales, through... 
    Full time
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mariner Finance

    White Marsh, MD
    1 day ago
  • $20 per hour

     ...UNION MECU is a not-for-profit financial institution committed to...  ...quality financial products and services. With more than $1.2 billion...  .... Exercising excellent customer service in all member interactions...  ...The Call Center Sales Representative’s success is measured by the... 
    Full time
    Monday to Friday
    Shift work

    MECU Credit Union

    Baltimore, MD
    1 day ago
  • $16 per hour

     ...remarkable people, who bring cutting-edge products and services to life for millions of customers every day. If you share in our passion for teamwork,...  ...of your reality - to help support you physically, financially and emotionally through the big milestones and in your... 
    Hourly pay
    Full time
    Work experience placement
    Local area
    Work from home
    Flexible hours
    Shift work
    Night shift
    Weekend work

    Comcast

    United States
    23 hours ago
  • $55k - $65k

     ...Southwind company) is redefining the home services industry. We aren’t just "cleaning...  ...re committed to delivering exceptional customer experiences while creating outstanding...  ...As an inside sales and customer service representative, you'll be the first point of contact for... 
    Hourly pay
    Full time
    Work at office
    Local area

    Shack Shine

    Mission, KS
    3 days ago
  • $21 per hour

     ...Sales & Customer Service Representative Position Summary The Sales & Customer Service Representative manages customer relationships, supports assigned and house accounts, develops new sales opportunities, and coordinates printing projects from the initial inquiry... 
    Hourly pay
    Full time
    Work at office
    Monday to Friday

    Indiana Printing and Publishing

    Indiana, PA
    23 hours ago
  • $20 - $40 per hour

     ...In this role, you will serve as the key customer contact for our branch, providing order...  ...rapport with customers, providing world class service. Exemplary customer service skills,...  ...resources for family matters, legal and financial issues, etc. Employee Referral Bonus... 
    Full time
    Local area
    Flexible hours

    SPI - Specialty Products & Insulation

    Nashville, TN
    1 day ago
  •  ...Valley Energy is looking for a Customer Service and Sales Support Rep. to join our award-winning team in the Purcellville location. This person will help ensure customer satisfaction by fielding calls, assisting the routing supervisor, and track customer account data... 
    Hourly pay
    Full time
    Work at office
    Monday to Friday

    VALLEY ENERGY

    Purcellville, VA
    1 day ago
  •  ...hands‑on leader who can oversee accounting operations, support financial reporting, and collaborate with both U.S. and Japan-based...  ...following Leadership competencies: Financial Management, Leadership, Customer Knowledge, People Development, Communication and Vision.... 
    Casual work
    Work at office
    Monday to Friday

    A-STAFFING, INC.

    Honolulu, HI
    5 days ago
  •  ...Overview JPMorgan Chase is one of the largest and most prominent financial services firms in the world. Headquartered in New York City, it is a...  ..., embodying the principles of hospitality and exceptional customer service. Ensure a welcoming and professional atmosphere by... 
    Full time
    Immediate start
    Worldwide
    Afternoon shift
    Early shift

    JPMorgan Chase & Co.

    New York, NY
    4 days ago
  • $24.4 - $28.42 per hour

     ...JOB DESCRIPTION: Purpose: Provide accounting and financial support to city management by processing, researching and analyzing...  ...Strategic Plan [ Visit our website [ to learn more about what services, programs, and resources our team at Austin Public Health... 
    Full time
    Work at office
    Remote work
    Monday to Friday
    Weekend work
    Afternoon shift
    2 days per week

    City of Austin

    Austin, TX
    1 day ago
  •  ...entrepreneurs, and professionals—seeking sophisticated, high-touch financial strategies. Our brand is defined by trust, discretion, and an...  ...development team. This is not a traditional financial services role—it’s a front-line, relationship-driven position designed... 
    For contractors
    Work at office

    Neil Jesani Wealth

    Fort Lauderdale, FL
    22 days ago
  • $18 - $20 per hour

     ...Sales Business Development Representative (BDC) / Internet Sales Coordinator Grand Island...  ...Motor Company is seeking an energetic, customer-focused Sales Business Development Representative...  ...a career in automotive sales, customer service, business development, or internet... 
    Hourly pay
    Local area

    Tooele Motor Company

    Grand Island, NE
    4 days ago
  • $60k - $70k

     ...looking for an Account Sales Representative (ASR) to join our Women's...  ...The ASR is responsible for service and sales support activities...  ...maintain & support existing customers Assess the needs of medical...  ...confidentiality of laboratory and financial information Practice and... 
    Base plus commission
    Full time
    Work at office
    Immediate start
    Remote work
    Worldwide
    Flexible hours

    Natera

    United States
    1 day ago
  •  ...limited to, the following: * Ensure financial reporting is in accordance with Generally...  ...maintenance of vendor records. * Process customer payment deposits, prepare bank deposits,...  ...card coding, and support payment services activities. * Maintain financial documentation... 
    Part time
    Work at office

    Kentucky Kingdom

    Louisville, KY
    23 hours ago
  • $15 - $18 per hour

     ...tasks such as filing and inventory management. * Ensure a clean and organized front office environment. * Provide exceptional customer service to enhance patient satisfaction. Requirements: * High school diploma or equivalent; experience in a medical office... 
    Hourly pay
    Full time
    Work at office
    Flexible hours

    Rebound Rehabilitation

    Jacksonville, FL
    2 days ago
  • $51.3k - $77k

     ...serving more than 4.6 million customers worldwide with maintenance,...  ...Known for its commitment to service and purpose-driven culture,...  ...refinancing and free access to financial counseling, education, and...  ...The Field Account Representative (FAR) is a business to business... 
    Full time
    Local area
    Worldwide
    Night shift

    Grainger Businesses

    Springfield, MA
    1 day ago
  • $14 - $16 per hour

     ...Office Assistants are responsible for supporting sales associates, customers, and store management, processing payments and finance...  ...experience preferred Courteous and Patient with strong customer service orientation Computer navigation skills, general computer knowledge... 
    Hourly pay
    Full time
    Work at office

    Rooms To Go

    Nashville, TN
    5 days ago
  •  ...are looking for someone who has great social skills, is detail oriented, has excellent spelling and grammar skills, understands customer service, and is great with Word, Excel, Adobe PDF and Outlook. Requirements Must have recent Quickbooks experience Responsibilities... 
    Full time
    Work at office
    Monday to Friday

    ATD BOOKKEEPING SOLUTIONS OF OAKLAN

    Clarkston, MI
    4 days ago
  • $15 - $17 per hour

     ...driven by our vision to inspire people through golf and tennis. Position Summary Reporting to the Sales and Service Manager, a Customer Service Associate is responsible for engaging Customers in the Cashier Area and Club Desk, ensuring excellent service... 
    Hourly pay
    Part time
    Work at office
    Immediate start
    Flexible hours
    Night shift

    PGA Tour Superstore

    Austin, TX
    1 day ago
  • $14 - $16 per hour

     ...looking for Retail Office Assistants to support sales associates, customers, and store management. Responsibilities include processing...  ...experience preferred. Courteous and patient with a strong customer service orientation. Computer navigation skills, general computer... 
    Hourly pay
    Full time
    Work at office

    Regis Corporation

    Kennesaw, GA
    5 days ago
  • $24 - $28 per hour

     ...gateway to a rewarding career in HVAC and plumbing services! We are proud to be a leading provider of heating, ventilation...  ..., this role helps ensure employee compensation, customer payments, financing activity, and financial records are processed accurately and in accordance... 
    Full time
    Work at office
    Local area

    Bell Brothers

    Remote
    1 day ago
  •  ...tagline says it all: No cuts. No color. Just blowouts. We are looking for fantastic retail sales associates to provide excellent customer service to our clients. Why You'll Love Working at Drybar: Lucrative commissions – 10% on product sales Paid time off –... 
    Full time
    Local area
    All shifts
    Flexible hours
    Shift work

    Drybar Shops

    Atlanta, GA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Customer Service Representative. Be the first to apply!