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

Financial Client Service Representative Needed!

$55k - $65k

Ultimate Staffing


Client Service Representative Needed, $55-65K!


Our Client is a leading financial services provider dedicated to delivering exceptional service and tailored solutions to our clients. We pride ourselves on our commitment to integrity, innovation, and client satisfaction.


Position Overview:

They are seeking a motivated and detail-oriented Client Service Representative to join their dynamic team. In this role, you will be the first point of contact for clients, providing top-notch support and guidance on a range of financial products and services. Your primary goal will be to enhance client satisfaction while building strong, lasting relationships.


Key Responsibilities:

* Serve as the primary point of contact for client inquiries via phone, email, and in-person, addressing questions about accounts, products, and services.

* Provide accurate and timely information to clients regarding financial transactions, account statuses, and policy details.

* Assist clients in resolving issues, ensuring a positive and seamless experience.

* Collaborate with internal teams to ensure client needs are met effectively and efficiently.

* Maintain up-to-date knowledge of our financial products and services to provide informed recommendations to clients.

* Assist with onboarding new clients, ensuring a smooth transition and understanding of our services.


Qualifications:

* Bachelor's degree in finance, business, or a related field preferred.

* 1-2 years of experience in customer service or client support, preferably in a financial services environment.

* Strong communication skills, both written and verbal, with the ability to convey complex information clearly.

* Excellent problem-solving skills and attention to detail.

* Proficient in Microsoft Office Suite and experience with CRM software.

* Ability to work independently and as part of a team in a fast-paced environment.

* Strong organizational skills and the ability to manage multiple tasks simultaneously.


If you are passionate about providing exceptional client service and want to make a meaningful impact in the financial industry, we invite you to apply!




All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.


Ultimate Staffing
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Client Service Representative Needed! in Lutherville Timonium, MD vacancy
  • $15.5 - $20 per hour

     ...Retail Customer Service Representative/Cashier Micro Center is the nation's leading computer and electronic device big box retailer! Our technology superstore has an industry-leading 40,000+ selection of premier computer products and the most knowledgeable staff in... 
    Suggested
    Hourly pay
    Full time
    Part time
    Work at office
    Shift work
    Night shift
    Day shift

    Micro Center

    Towson, MD
    2 days ago
  • $38k - $40k

     ...management and account executives with input of sales orders into WideOrbit traffic system. Customer service duties include obtaining local invoices for clients/agencies as needed, assistance with tracking down missing copy and instructions and other duties as asked. Assist... 
    Suggested
    Full time
    Work at office
    Local area
    Flexible hours

    Audacy

    Towson, MD
    1 day ago
  •  ...is a trusted pediatric practice offering comprehensive medical services for children from infancy through adolescence. Our team provides...  ...Perform a variety of clerical duties to meet the needs of patients, medical staff, and physicians. Use customer service... 
    Suggested
    Part time
    Work at office
    Shift work

    LifeBridge Health

    Towson, MD
    3 days ago
  • $25 - $27.88 per hour

     ...common purpose to help make financial lives better through the power...  ...Growth and delivering for our clients, teammates, communities, and...  ...expectations include providing seamless service delivery to answer client...  ...: Identifies client needs and recommends solutions when... 
    Suggested
    Hourly pay
    Work at office
    Immediate start
    Shift work
    Afternoon shift

    Bank of America

    Cockeysville, MD
    2 days ago
  •  ...policyholders. Build customer relationships and respond to customer needs and concerns. Meet a minimum of 75% of personal production for...  .... Can effectively demonstrate the Company's Sales Process. Service customer service calls or refer to appropriate channel. Agent Field... 
    Suggested

    Combined, a Chubb Company

    Towson, MD
    3 days ago
  • $21 - $25 per hour

     ...in Baltimore County is looking to hire a full-time legal client service representative. The Customer Service Representative oversees the fulfilment...  ...(s). * Providing interdepartmental assistance as needed. What you should have: * 2 years of... 
    Full time
    Local area

    Ultimate Staffing

    Lutherville Timonium, MD
    4 days ago
  • Freedom Federal Credit Union is seeking a Financial Services Representative I to enhance member services by identifying needs and providing suitable products. Responsibilities include sales, customer service, and transactional duties. The position offers a starting rate... 
    Relocation package

    Freedom Federal Credit Union

    Cockeysville, MD
    3 days ago
  • $69k

     ...Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based...  ...management. You will work remotely, serving clients by providing guidance and protection...  ...relationship-building skills Sales or customer service experience is helpful but not required... 
    Remote job
    Work from home
    Flexible hours

    HMG Careers

    Timonium, MD
    15 days ago
  • $38k - $40k

     ...management and staff. The ideal candidate will assist in creating sales presentations, managing orders, and providing excellent customer service. This full-time position offers a pay range of $38,000 to $40,000 per year and includes a comprehensive benefits package covering... 
    Full time
    Work at office

    Audacy, Inc.

    Towson, MD
    1 day ago
  • $25 per hour

     ...Description Overview The Commercial Service Representative provides one-stop service and solutions...  ...with customers to assess support needs and provides products and services to fulfill...  ...appropriate OSR and creates customized client sales content and service models to... 
    Contract work
    Temporary work
    Work at office
    Home office

    Casella Waste Systems, Inc.

    Cockeysville, MD
    26 days ago
  •  ...supports daily operations across multiple service lines, with a strong focus on MVA title...  ...documentation Prepare, review, and organize client paperwork with high accuracy Manage...  ...services, and administrative tasks as needed Uphold confidentiality and organizational... 
    Work at office

    Stovall & Associates Financial SVCS

    Brooklyn Park, MD
    19 days ago
  • $20 - $23 per hour

     ...professional manner Handle tenant and client inquiries, including maintenance requests...  ...property managers with day-to-day operational needs Qualifications: Previous...  ...preferred Strong communication and customer service skills Ability to multitask and stay organized... 
    Hourly pay
    Permanent employment
    Full time
    Temporary work
    Work at office
    Local area

    LHH

    Lutherville Timonium, MD
    1 day ago
  •  ...~ Previous experience in office administration, sales, customer service, order fulfillment, accounts receivable or other related fields,...  ...Sage preferred ~ Equip with commuting tool as this position will need to run office errands occasionally. Company Description... 
    Full time
    Work experience placement
    Work at office

    GBT Foods, Inc.

    Baltimore, MD
    8 days ago
  •  ...etiquette and professionalism for clear communication Providing excellent customer service by processing payments  Onboarding new customers and identifying existing customer's needs Make referrals to licensed Agents for cross-selling opportunities Assist the... 
    Work at office

    A Diamond Insurance

    Baltimore, MD
    11 days ago
  • $14 - $21 per hour

    Goodwill is seeking Store Clerks / Cashiers to assist with retail store operations, customer service, and processing sales transactions. Store Clerks are responsible for operating the cash register, handling cash and card payments, assisting customers with purchases, answering... 
    Hourly pay
    Full time
    Shift work
    Weekend work

    Goodwill

    Cockeysville, MD
    2 days ago
  • $37.5k - $55k

     ...Description: As a Customer Service Rep with State Farm - Margie...  ...generate the kind of exceptional client experiences that reinforce...  ..., and anticipating the needs of the community members you...  ...customers with their insurance and financial services needs, including:... 
    Hourly pay
    For contractors
    Work at office
    Flexible hours

    Margie Parker - State Farm Agent

    Towson, MD
    4 days ago
  • $40k - $50k

     ...Customer Relations Representative - State Farm Agent Team Member As...  ...attention to detail, customer service skills, and desire to help...  ...members, and anticipating the needs of the community members you...  ...with their insurance and financial services needs, including:... 
    For contractors

    Andrew Tiller - State Farm Agent

    Lutherville Timonium, MD
    4 days ago
  • $20 - $29 per hour

     ...flow, and support administrative functions. The ideal candidate will ensure our practice runs smoothly while delivering exceptional service to our patients. Located in Lutherville-Timonium, MD, Legacy Dental Studio is committed to providing high-quality dental care in... 
    Hourly pay
    Full time
    Work at office
    Shift work
    Weekend work

    Legacy Dental Studio

    Lutherville Timonium, MD
    4 days ago
  • $17 - $19 per hour

     ...Front Desk Representative The Front Desk Representative facilitates the flow of patient...  ...Performs patient registration, patient financial services and data entry, greeting and referring...  ...present at the time of service. As needed, handles phone inquiries from patients... 
    Temporary work
    Part time
    Work at office
    Work from home
    Flexible hours

    Clearway Pain Solutions Institute

    Lutherville Timonium, MD
    4 days ago
  • $40k - $60k

     ...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative...  ...team members, and anticipating the needs of the community members you support....  ...help customers with their insurance and financial services needs, including: Auto... 

    Andrew Tiller - State Farm Agent

    Lutherville Timonium, MD
    4 days ago
  •  ...success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of...  ...customers by proactively marketing relevant products and services. Grow your career as you better your community... 

    Gabrielle Brennan - State Farm Agent

    Lutherville Timonium, MD
    18 days ago
  • $37.5k - $55k

     ...Recruiter As an Account Representative for our State Farm...  ...through meaningful client relations and acting as...  ...liaison between customer needs and agency departments...  ...relevant products and services. Grow your career as...  ...with their insurance and financial services needs,... 
    For contractors

    Margie Parker - State Farm Agent

    Towson, MD
    4 days ago
  •  ...occasionally Reliable, responsible, and a great work ethic Company Description Capital Electric offers electrical products and services to contractors. If it helps bring electricity to an office, home, factory or other building – you can find it here. We operate in... 
    For contractors

    Capital Electric

    Timonium, MD
    22 days ago
  • $26 per hour

     ...Ultimate Staffing Services Are you...  ...teams, coordinating customer needs, and helping drive business success...  ...opportunities with our growing client base throughout the Baltimore...  ...Support Account Managers and Sales Representatives with daily activities... 
    Contract work
    Work at office
    Local area

    Ultimate Staffing

    Lutherville Timonium, MD
    2 days ago
  • $16 - $22 per hour

     ...and full spectrum of medical, surgical, and esthetic skin care services to each and every one of its patients, Anne Arundel Dermatology...  ...patients in the reception area and communicate with patients as needed. Proactively collect patient payments. Update product... 
    Full time
    Temporary work
    Work at office
    Local area
    Immediate start

    My Derm Recruiter

    Cockeysville, MD
    2 days ago
  •  ...Guest Service Agent Company: Shamin Hotels Organizational Structure: Operations Reports To: Front Office Manager Supervision...  ...greeting guests with a friendly smile, assisting them with their needs, or going the extra mile to ensure their stay is nothing short... 
    Bi-weekly pay
    Hourly pay
    Full time
    Temporary work
    Part time
    Shift work
    Weekend work

    Shamin Hotels

    Cockeysville, MD
    1 day ago
  • $20.43 - $32.31 per hour

    Fulton Financial is seeking a Client Services Specialist for a full-time hybrid role in Cockeysville, Maryland. This position requires a high school diploma and financial services experience, along with exceptional communication and interpersonal skills. The Specialist... 
    Hourly pay
    Full time
    Bank staff

    Fulton Financial

    Cockeysville, MD
    2 days ago
  • $17.33 - $26 per hour

     ...telephone inquiries. Performs a variety of clerical duties to proactively identify and respond to the needs of the patients, medical office staff and physicians. Uses customer service skills and teamwork strategies to provide quality service to all customers. Requirements:... 
    Part time
    Work at office
    Flexible hours

    LifeBridge Health

    Lutherville Timonium, MD
    1 day ago
  • $55k - $65k

     ...organization, prioritization and customer service in an office setting will be an asset to...  ...details Support the administrative needs for the construction side of our business...  ...for the past 10 years, so as we grow financially, so do you! We are an Equal Opportunity... 
    Work at office
    Local area

    NVR, Inc.

    Middle River, MD
    5 days ago
  • $17.89 - $23.59 per hour

     ...conducts self in a calm, professional manner during stressful situations. Communicates concerns and potential problems with customer service and compliance to the Manager/Supervisor and follows through to resolution. Is knowledgeable of the facility and is able to... 
    Work experience placement

    University of Maryland Medical Center

    Towson, MD
    2 days ago

Do you want to receive more vacancies?

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