Customer Service Specialist - Financial Services
PLS
A leading retail provider of financial services in Columbus, OH is seeking a Customer Service Representative. The role involves providing outstanding customer service, educating clients on services, and ensuring compliance with regulations. Candidates should have prior customer service experience and be comfortable engaging with customers. The position offers benefits including medical and dental plans, 401(k), and opportunities for advancement. Flexibility in hours is required, with a preference for those fluent in English and Spanish. #J-18808-Ljbffr PLS
- ...Customer Service Specialist Schedule: Monday - Friday: 8:30 AM - 5:15pm and 1-2 Saturdays per month at the Westerville location 8:30 AM - 12... ...and wealth management to build a foundation for a career in financial services. What You'll Do: Every day you will work...SuggestedLocal areaMonday to Friday
$21 - $37.5 per hour
...details prior to documentation, including customer legal name and organization structure;... ...departmental performance measurements and service level agreements Performs other duties... ...skills. Previous leasing, financial or lending services experience CRM system...SuggestedHourly payWork at office- ...We're Hiring! This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. We attribute our success to having a fun, energetic environment...SuggestedFor contractorsWork at office
- ...World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions... ...sites. Hands‑on personal approach to customer service; maintains effective relationships with...SuggestedTemporary workWork experience placement
- ...World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions... ...carrier sites Hands on personal approach to customer service. Maintains effective relationships...SuggestedTemporary workWork experience placement
$13 - $15 per hour
...Customer Service Representative Bilingual Spanish Preferred This job is located at 4399 East Livingston Ave., Columbus, OH 43227 PLS... ...– Location – Service — is a leading retail provider of financial services. The "P" comes first, because our customers are at...Local areaFlexible hoursAfternoon shiftEarly shift$15 - $18.25 per hour
...Your Opportunity Customer Service Representative CheckSmart Columbus, OH As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they need-right when they need it the most. You'll play a pivotal role...Hourly payFull timeTemporary workCasual workWork at officeLocal area- A financial services organization in Columbus, Ohio is seeking an experienced professional for client service roles in insurance. The ideal candidate will have over 3 years of experience in Commercial Property & Casualty insurance and be proficient in Excel and MS Office...
- ...About Client: Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence...
$35k - $50k
...leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual to join our... ..., OH and help customers with their insurance and financial services needs, including auto insurance, home insurance,...For contractorsWork at office$15 - $17 per hour
...leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual to join our... ...dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance,...Hourly payFor contractorsWork at office- ...across one of the world's most innovative financial organizations. As a Senior Product... ...impact, supported by user research and customer feedback to fuel the creation of innovative... ...About Us Chase is a leading financial services firm, helping nearly half of America's households...
- ...contribution. Position Overview This role supports a growing financial services organization by delivering structured financial education... ...advancement opportunities Career Path Advancement into senior specialist, leadership, or training roles based on performance. #J-188...Remote workFlexible hours
- A leading financial services firm in Columbus is seeking a Customer Support Representative to handle incoming service inquiries effectively. This role initially involves remote training for 4-5 weeks, transitioning into an in-office environment 5 days a week, promoting...Remote jobWork at office
$50k - $75k
...Position Overview Are you outgoing and customer-focused? Do you enjoy working directly... ...yes to these questions, a customer service position with our team could be the perfect... ...help customers with their insurance and financial services needs, including Auto Insurance...For contractorsWork at office$40k - $60k
...Ready to Launch Your Career? This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. Our team works hard to reach our goals together as a team and have fun while we are doing it! If you are...For contractorsWork at office$50k - $70k
...We're Hiring! This busy insurance and financial services office has a passion to make a difference in the lives of others and better the... ...Competitive salary Profit sharing Role Description As a Customer Service Representative with the Greg Wolfson State Farm...Hourly payWork at office$65k
...Crafting Brighter Futures for Families At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. Role Overview: As a Sales Associate, you play a pivotal...Full timeWork at officeFlexible hours- A leading financial services firm located in Columbus, Ohio, is seeking a motivated individual for a financial sales role within their Workplace Retirement team. The role focuses on driving 401(k) pipeline and sales growth, engaging with bank partners, and delivering insightful...
$35k - $100k
Future Opening: Insurance and Financial Services Position - State Farm Agent Team Member Successful State Farm Agent is seeking a qualified... ...business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives...For contractorsWork at office- A leading global financial services firm in Columbus, Ohio is seeking an Internal Client Advisor to support financial advisors by navigating capital markets complexities. The ideal candidate will develop strong client relationships through exceptional service and utilize...
- ...JPMorganChase. The position focuses on delivering comprehensive financial planning and investment guidance to individuals and families... ..., building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion...Full timeLocal area
- A global financial services firm is looking for an Internal Client Advisor Retirement Plan Specialist to enhance client retirement solutions. This role involves educating advisors on record-keeping, coordinating sales efforts, and improving client retirement outcomes....
- A financial services company based in Columbus, OH, is seeking a Client Services Onboarding Specialist I. In this role, you will provide exceptional service to law firms and fiduciary clients, manage onboarding processes, and ensure compliance with regulations. Candidates...
$16 per hour
A financial services company located in Columbus, OH is seeking full-time Account Recovery Specialists to assist consumers in managing delinquent accounts. The role requires strong... ...communication skills, experience in collections or customer service, and the ability to negotiate...Hourly payFull time$40k - $100k
...Farm Agent, you will build and develop customer relationships within the community to promote... ..., and market appropriate products and services. Maintain a strong work ethic with a... ...about the role insurance and financial products play in helping people manage the...For contractors- ...institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our... ...the JPMorgan value proposition Provide superior client service by being responsive, thoughtful and making the clients' needs...
$12.5 - $19.5 per hour
...difference as part of the world's greatest sports team, apply to join our team today! OVERVIEW: OVERVIEW: The Customer Service Specialist is responsible for providing excellent customer experiences by creating an exceptional shopping experience for our...Hourly payMinimum wage- ...individuals ready to start their journey in the life insurance and financial services industry. We’re looking for motivated Sales Representatives... ...at Schwartz Agency by 2x Get notified about new Sales Specialist jobs in Columbus, Ohio Metropolitan Area . We’re unlocking community...Full timePart timeFlexible hoursWeekend workAfternoon shift
- A financial services company is seeking an experienced Insurance Sales Executive Senior in Columbus, Ohio. This high-impact, commission-based role demands expertise in Commercial Property and Casualty insurance. The ideal candidate will possess strong consulting skills...
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