Financial Services Customer Service Representative
Fidelity Investments
Fidelity Investments is hiring a Customer Service Representative in Covington, KY to support clients across our investing, retirement, and workplace benefits businesses. In this hybrid role, you will handle inbound phone and digital inquiries, resolve account and service issues, and educate customers on Fidelity’s tools and products. You’ll document interactions in our systems, meet quality and satisfaction metrics, and collaborate with teammates to address complex needs. Fidelity offers structured training, potential licensing support, and ongoing development in a collaborative, client-first culture focused on integrity, learning, and work-life balance.
$15 per hour
...Customer Service Representative CheckSmart, Covington, KY As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they needright when they need it the most. You'll play a pivotal role in our high-performance environment...SuggestedHourly payFull timeTemporary workCasual workWork at officeLocal area- Fidelity Investments seeks a Customer Relationship Advocate in Covington, KY to provide exceptional service to retail investors. In this role, you will handle inbound client... ...paths so you can build a long-term career in financial services within a collaborative, client-first...Suggested
$40k - $55k
...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative - State Farm Agent Team Member with Patrick... ...Cincinnati, OH and help customers with their insurance and financial services needs, including: Auto insurance Home...SuggestedFor contractors$45k - $65k
...Account Representative - State Farm Agent Team Member As Account Representative... ...business operations and customers' success. You grow our... ...relevant products and services. Grow your career as you better... ...customers with their insurance and financial services needs, including:...SuggestedFor contractors$45k - $65k
...State Farm Independent Contractor Agent Are you outgoing and customer-focused? Do you enjoy working with the public? If you... ...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities: Establish customer relationships...SuggestedFor contractorsFlexible hours$45k - $65k
...State Farm Independent Contractor AgentAre you outgoing and customer-focused? Do you enjoy working with the public? If you answered... ...you! State Farm agents market only State Farm insurance and financial service products.Responsibilities:Establish customer relationships...For contractorsFlexible hours- ...off Training & development ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Deatria Walker -... ...be our customers’ first and best choice for insurance and financial services. If you’re someone who is driven, detail-oriented...Full timeWork at officeFlexible hours
- Fidelity Investments is seeking a Customer Service Representative in Covington, KY to deliver exceptional support to clients across our investment... ...your career through ongoing training, licensing opportunities, and internal mobility within a leading financial services firm.
$34.1k - $40k
...Independent Contractor Agent Position Are you outgoing and customer-focused? Do you enjoy working with the public? If you... ...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships...For contractors$40k - $60k
...vital to our daily business operations and customers' success. You grow our agency through... ...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 contractorsFlexible hours- ...Position Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions... ...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships...For contractorsFlexible hours
- ...build experience in legal tech, sales operations, and client services. Key Responsibilities Sales Operations & Coordination... ...Support creation and tracking of change orders Billing & Financial Support Review invoices for accuracy against agreed scope...Contract workInternshipWork at office
$42k - $58k
...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 Life...Hourly payFor contractorsWork at officeFlexible hours$60k - $70k
...vital to our daily business operations and customers' success. You grow our agency through... ...proactively marketing relevant products and services. Grow your career as you better your... ...help customers with their insurance and financial services needs, including:Auto insuranceHome...For contractorsRemote work- ...Sales pros: this could be one of the most underrated opportunities in financial services right now. The life insurance industry is shifting quickly. Millions of families are still without adequate coverage. A wave of veteran agents is heading into retirement....Remote workShift work
- Fidelity Investments is seeking a Customer Relationship Advocate in Covington, KY to support individual investors across our diversified financial services offerings. In this client-facing role, you will handle inbound calls and digital inquiries, resolve account questions...Remote work
- ...foundation to create a successful business centered on exceptional customer service and strong relationships. Our office is friendly, laid-... ...be our customers’ first and best choice for insurance and financial services. If you’re someone who is driven, detail-oriented,...Full timeWork at officeFlexible hours
- ...About the Opportunity Rivercity Insurance and Financial Services is seeking motivated Sales and Marketing professionals to grow within the insurance and financial services industry. This role is ideal for individuals with an interest or background in: Sales and...Full timeRemote workFlexible hours
$23.5 per hour
...Experience Required No COLD CALLS Launch your career in financial services. Get paid to earn your insurance license . Build a long-... ...program. After obtaining your license, you'll transition into a customer-facing sales role supporting one of the nation's leading...Hourly payPermanent employmentFull timeContract workLocal areaWork from homeFlexible hoursShift workDay shift- ...About the Opportunity Rivercity Insurance and Financial Services offers an opportunity for college students, interns, and fresh graduates to gain real-world experience in sales, finance, and client management. This role is ideal for: College students seeking...Part timeInternshipRemote workFlexible hours
$171.6k - $338.3k
...accelerate growth for its ServiceNow Service Line across Financial Services. The Sales Executive is... ...to increase market penetration and customer acquisition.Drive deal and proposal... ...with ServiceNow executives, sales representatives, and channel leaders.Experience selling...Local area$45k - $65k
...Customer Relations Representative - State Farm Agent Team Member As a Customer Relations Representative -... ...Your attention to detail, customer service skills, and desire to help people make... ...customers with their insurance and financial services needs, including: Auto insurance...For contractors$40k - $50k
...Customer Relations Representative - State Farm Agent Team Member Full Time in Cincinnati, OH. Replies within... ...centered on exceptional customer service and strong relationships. Our office... ...first and best choice for insurance and financial services. If you’re someone who is...Full timeFor contractorsWork at officeFlexible hours$40k - $60k
...Ready to Launch Your Career? Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes... ...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships...Hourly payFor contractorsWork at officeFlexible hours- ...looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of... ...joining our team. About Our Agency We help customers with their insurance and financial services needs, including...For contractorsWork at office
- About the OpportunityRivercity Insurance and Financial Services offers an opportunity for college students, interns, and fresh graduates to gain real-world experience in sales, finance, and client management.Any additional information you require for this job can be found...InternshipRemote workFlexible hours
- ...sector, serving commercial and industrial customers with reliable power solutions. The... ...on providing high-quality products and services that help clients manage energy usage efficiently... ...Role Description The Account Sales Representative is a full-time, on-site role based in...Full timeContract workWork at officeLocal area
- ...an assigned region. This role partners closely with Outside Sales, educates customers on products and solutions, supports order processes, and delivers high-quality, relationship-focused service. Products and services include capital equipment and consumables for the...Full timeWork at officeMonday to Friday
$45k - $65k
...Account Representative - State Farm Agent Team Member As Account Representative... ...business operations and customers' success. You grow our... ...relevant products and services. Grow your career as you better... ...member. This busy insurance and financial services office has a...For contractorsWork at officeFlexible hours- Fidelity Investments is seeking a Customer Service Representative in Covington, KY to deliver exceptional support to our brokerage and retirement... ...licenses and internal mobility while helping clients achieve their financial goals in a fast-paced, highly regulated environment.
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