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
- ...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
$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...SuggestedFull timeLocal areaFlexible hoursNight shiftAfternoon shiftEarly shift- ...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...SuggestedFull timeWork at office
- ..., 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...SuggestedFull time
$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....SuggestedHourly payFull timeWork at officeLocal areaRemote workHome officeMonday to Friday$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 timePart timeWork at officeLocal area- ...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 workLocal area
$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 timeWork at officeLocal areaMonday to FridayFlexible hours$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 timeMonday to FridayShift work$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 payFull timeWork at officeMonday to Friday- ...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 workWork at officeMonday to Friday
- ...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 timeImmediate startWorldwideAfternoon shiftEarly shift
- ...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 contractorsWork at office
$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 payLocal area$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 commissionFull timeWork at officeImmediate startRemote workWorldwideFlexible hours- ...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 timeWork at office
$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 payFull timeWork at officeFlexible hours$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 payFull timeWork at office- ...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 timeWork at officeMonday to Friday
$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 payPart timeWork at officeImmediate startFlexible hoursNight shift$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 payFull timeWork at office$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 timeWork at officeLocal area- ...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 timeLocal areaAll shiftsFlexible hoursShift work
- ...Commitment describe life at Micro Center. We are passionate about customer service and developing long-term customer relationships. We are... ...self-motivated, results oriented RETAIL CUSTOMER SERVICE REPRESENTATIVES/CASHIERS . It is Micro Center’s core promise to take care...Full timeWork at officeFlexible hoursShift workNight shiftDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Customer Service Representative. Be the first to apply!
- senior wealth advisor United States
- work from home financial advisor United States
- oracle financial consultant United States
- financial planner United States
- morgan stanley financial advisor United States
- financial planning associate United States
- entry level financial advisor United States
- associate corporate finance United States
- wealth advisor United States
- junior financial advisor United States



