Customer Service Representative (Financial Services)

Job Description

Job Description

LHH Recruitment is partnered with a financial services company in Scottsdale, AZ that is looking to add a Customer Service Representative to the team! This is a full-time onsite Monday through Friday position. Pay range $20.00-$24.00 per hour depending on prior experience.

The Financial Customer Service Representative is responsible for managing and processing financial transactions while ensuring accuracy, compliance, and timely completion. This role serves as a key operational support function, coordinating between clients, internal teams, and financial professionals to ensure all transactions are executed efficiently.

Job Responsibilities

• Process financial transactions including payments, transfers, distributions, and account-related activity
• Verify transaction details and ensure accuracy before processing
• Maintain organized and accurate records for all transactions and client accounts
• Prepare, review, and track required documentation to ensure completeness
• Act as a liaison between clients, advisors, and internal departments
• Provide updates on transaction status and follow up on outstanding items
• Ensure all transactions comply with company policies, regulatory requirements, and internal controls
• Identify discrepancies or issues and escalate as needed
• Track deadlines and ensure all steps in the transaction process are completed on time
• Prioritize multiple transactions in a fast-paced environment
• Respond to client inquiries related to transactions and account activity
• Deliver a high level of customer service while maintaining confidentiality

Qualifications

• 1+ years of experience in financial services, banking, accounting, or administrative support
• Experience with transaction processing, payment processing, or financial operations preferred
• High school diploma required
• Onboarding requirements include background check and credit check due to the nature of the environment

Key Skills

• Strong attention to detail and accuracy
• Excellent organizational and time management skills
• Ability to multi-task and meet deadlines
• Strong written and verbal communication skills
• Proficiency in Microsoft Office (Excel, Word) and financial systems/CRMs
• Basic math skills including adding, subtracting, multiplication, and division.

If you are interested and meet the requirements apply now!

Pay Details: $20.00 to $24.00 per hour

Search managed by: Morgan Ross

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.