Financial Client Services Specialist
Benjamin F. Edwards
Benjamin F. Edwards in Alpharetta, GA is seeking a Financial Client Associate to provide exceptional service to Financial Advisors and clients. The role involves assisting with account management, responding to inquiries, and preparing reports. Candidates should have a Bachelor's Degree and at least one year of client service experience, preferably in finance. The position offers a comprehensive benefits package including health insurance and a 401(k). #J-18808-Ljbffr
- A leading financial services company in Roswell is seeking a Client Experience Associate to enhance customer financial wellbeing through personalized interactions. This role involves educating customers on various financial options, making referrals to branch staff, and...Suggested
- ...outgoing individual for a customer-focused role. As part of the team, you'll offer exclusive State Farm insurance and financial service products to clients. The position emphasizes building lasting relationships, educating customers on tailored insurance options, and...Suggested
$20 per hour
...Customer Service Representative | Financial Services Call center | Alpharetta, GA TRC Talent Solutions is hiring a Bilingual Customer Service representative for a long-term contract-to-hire opportunity with a leading financial services organization. This position...SuggestedLong term contractTemporary workCasual workWork at officeMonday to FridayShift work$40k - $45k
...agent could be the perfect fit for you! As a part of our team, you'll be offering exclusive State Farm insurance and financial service products to clients who trust us for their needs. Benefits: Salary PLUS Commission Bonus based on performance Competitive...SuggestedFor contractorsFlexible hours- ...from anywhere while creating unforgettable travel experiences for clients. Whether booking your own getaways or planning dream vacations... ...Description This is a full-time remote position for a Client Services Associate . In this role, you’ll handle customer inquiries and...SuggestedFull timeRemote work
$1,800 per month
...graduates to join their expanding team of financial representatives in a variety of... ...departments. Career opportunities within Customer Service, Customer Accounts, Customer Service... ...decision-making. One of my favorite clients in 20 years of recruiting! Qualified...Hourly payContract workWork experience placementWork at officeImmediate start- ...Job Description Job Description Our client is seeking two in office Bilingual Customer Service Representatives to join their team. This individual will serve as the primary point of contact for customers, providing support, resolving inquiries, and delivering an exceptional...Work at officeMonday to Friday
- ...Aquent is seeking a Customer Service Representative to join a premier financial services provider in Alpharetta, Georgia. You will manage a high volume of inbound and outbound calls, ensuring customer satisfaction in automotive financing. The role requires bilingual proficiency...
- ...Threadneedle group is looking for a Client Service Associate in Duluth, Georgia. This full-time role involves assisting advisors in client service, preparing financial plans, and providing essential administrative support. The ideal candidate should possess strong analytical...Full time
- ...The Forge Companies is looking for an Accounting Specialist to manage day-to-day operations primarily focused on client bill pay and settlement accounting. You will... ...client expense management and provide exceptional service while collaborating with team members. The...Work at office
- ...Basic Function As a Sr. Client Service and Product Specialist, you will be responsible for servicing Wisely pay card accounts and Wisely clients in... ...clients, their employees, and payroll regions, or causing financial exposure to Clients or ADP. Qualifications Experience:...
$18 - $22 per hour
...Responsibilities Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding... ...realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life...Hourly payPart timeFor contractorsWork at officeWeekend workAfternoon shift$40k - $60k
...aptitude, and commitment to building lasting relationships with clients will set you apart. This position is perfect for someone who... ...in Roswell, GA and help customers with their insurance and financial services needs, including: Auto insurance Home insurance...For contractors- ...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Provide prompt,...For contractorsWork at officeRelocation package
- ...risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health...For contractorsWork at officeWeekend workAfternoon shift
$20 per hour
...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative - State Farm Agent Team Member... ...realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life...Hourly payFor contractorsWork at office- A growing travel company is seeking a full-time remote Client Services Associate. In this role, you will handle customer inquiries, provide exceptional service, and manage bookings and reservations. The ideal candidate excels in client support, communication, and problem...Remote jobFull time
$36k - $54k
...You grow our agency through meaningful client relations and acting as a liaison between... ...proactively marketing relevant products and services. Grow your career as you better your... ...help customers with their insurance and financial services needs, including: Auto insurance...For contractors$40k
...sales with confidence. Provide prompt, accurate, and friendly service, including handling policy changes, claims, and billing questions... ...their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life...Base plus commissionFor contractorsWork at office- ...strategies and objectives. Driftwood Hospitality Management is renowned for our fully integrated approach to hospitality services all with outstanding client service. Our team is made up of the best talent in the hospitality industry, down to every employee, position, and...Local areaImmediate startShift work
$70k - $80k
...opportunities? S&N Group Real Estate is looking for a Lead Conversion Specialist to engage with potential buyers and sellers, qualify leads,... ...consistent follow-up, meaningful conversations, and helping clients take the next step with confidence. You’ll work with inbound...$18 - $24 per hour
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based...Hourly payFor contractorsWork at officeFlexible hoursWeekend workAfternoon shift- VCA Animal Hospitals in Roswell, GA, is looking for a compassionate Customer Service Representative to assist clients and their pets. Responsibilities include greeting visitors, scheduling appointments, and managing medical records. Ideal candidates should have at least...
$45k - $60k
...disability insurance. Our office culture is experienced, steady, and service-focused. We're looking for someone who already has State Farm... ...in Marietta, GA and help customers with their insurance and financial services needs, including: Auto insurance Home...For contractorsWork at office- ...energetic, fun team at Cliff Wilcox - State Farm Agent! About Our Agency We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health...For contractorsWork at office
- ...Luka Cline - State Farm Agent may be the right fit for you! About Our Agency We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Health Insurance, and...For contractorsWork at office
$50k - $70k
...Financial Services Representative State Farm Agent Team Member Successful State Farm Agent is seeking a qualified professional to join their winning team. We seek an energetic professional interested in helping our business grow through value-based conversations and...For contractorsWork at officeLocal area- ...advancement ~ Paid time off ~ Training & development Financial Services Representative Investments, Life Insurance & Wealth... ...solutions, and overall financial protection while building lasting client relationships and driving agency growth. This is a production...Base plus commissionFull timeFor contractorsWork at officeLocal area
- Financial Services Representative - State Farm Agent Team Member Full Time in Roswell - GA Luka Cline - State Farm Agent is seeking a qualified... ...best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to...Full timeFor contractorsWork at officeRelocation package
- ...Client Service Consultant ADP is hiring a Client Service Consultant. Are you ready to join a company offering career advancement opportunities throughout your career journey? Do you want to join a company with award-winning training and world-class service guidelines...
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