Financial Customer Service Representative
Virtual Vocations Inc
To support a growing team, the full-time Financial Customer Service Representative will provide exceptional service for retirement savings accounts, educate clients, and process account changes while working remotely. Key responsibilities Deliver excellent customer service within the call center for retirement savings accounts Educate customers on plan updates and changes without engaging in cold calls or sales Process contribution changes, loans, withdrawals, and general account modifications as directed by customers Required qualifications Availability to work a 40-hour week, including occasional Saturdays, outside of traditional business hours Associate's degree or higher and 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 centers is preferred Reliable high-speed internet connection with a wired setup is mandatory Virtual Vocations Inc
$10k
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$60k - $75k
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$10k
...consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year far in... ...Build account strategies using company context, growth signals, financial workflows, and stakeholder priorities. Research and engage...Full timeWork at officeRelocationHome officeFlexible hours- ...market, demographics, competition, products, customer needs and follow through on all sales... ...and document all customer, vendor and financial transactions for future potential clients... ...or GED required. Exceptional customer service and communication skills. Strong organizational...Full timeWork at office
$65k - $75k
...US and EU Data Provider of the Year by PE Wire, awarded Global Financial Market Review’s Best Use of AI in Finance, and ranked in... ...meetings, feeding the Sales Team, who will turn them into new customers, resulting in additional ARR Personalised outreach – You reach...Full timeWork at officeLocal area3 days per week$49.56k
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...where humans with agents drive customer success together. Here,... ...join our growing Professional Services sales team within Customer Success... ...to be an advisor to our Financial Services customers, with the... ...hiring process. The range represents base salary only, and does...Full timeWork experience placementRemote work- ...Our client a well known Financial Services Company is seeking an Accounts Receivable Coordinator in their New York, New York Location! How... ...Take Us There Prepare, review, and support the issuance of customer invoices in accordance with contractual terms, approved fee...Contract workVisa sponsorshipWork visa
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$48k - $55k
...what they're doing! We're committed to bringing passion and customer focus to the business. Day Shift - 7.5 Hours (United... ...payments. This role is responsible for maintaining organized financial records, supporting month-end close activities, and assisting...Day shift- ...to grow their career in sales and account management while working closely with customers and cross‑functional teams. The position plays a key role in ensuring exceptional customer service and the smooth execution of commercial activities, collaborating with Operations...
$14 per hour
Customer Service Representative Location: Remote, Remote, US Job Type: Full-time Pay:Starting Rate $14.00 per hour Bilingual: $15.50 per hour About... ...Healthcare, Telecommunications & Media and Banking, Financial Services & Insurance verticals. Our clientele includes Fortune...Hourly payFull timeRemote workShift work$18 - $19.47 per hour
...Hr. Job Summary Want to help strengthen your community's financial health? Looking for an employer that will inspire you and... ...in finance? Your search is over... WaFd Bank is hiring a Customer Service Representative (CSR). WaFd Bank has been a financial leader for over a century...Work at officeMonday to Friday$17 per hour
Recruiting Manager: Accounting, Finance, Admin, & HR @ The Hollister Group Customer Service Representative Our client, a financial institution, is looking to hire a contract-to-hire Client Service Representative for their busy call center in Pennsylvania. This position...Hourly payContract workBank staffInternshipLive inWork at officeRemote work$50k - $60k
...| $42,000-$48,000 Base | $50,000-$60,000 Expected First-Year Compensation Dominick Abramo State Farm is looking for a Customer Service Representative to join our Staten Island office. No previous insurance experience is required. We're looking for someone who is dependable...Full timeWork at office$17 - $18.5 per hour
...Overnight Customer Service Representative This job is located at 3137 Fulton Street, Brooklyn, NY, 11208 PLS Overview: Why PLS? Because You... ...People Location Service is a leading retail provider of financial services. The "P" comes first, because our customers are...Local areaFlexible hoursNight shiftAfternoon shiftEarly shift$22 per hour
...of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You... ...to run a business in the future? This busy insurance and financial services office has a passion to make a difference in the...Hourly payFor contractorsWork at officeImmediate startRelocation package- Overview About Ether.fi: Ether.fi is a crypto-native financial platform focused on decentralized finance solutions aimed at... ...ether.fi. Position Overview This is a full-time role for a Customer Service Representative. The Customer Service Representative will be responsible...Full time
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