Client Success Agent (Financial Services)
$16.5 - $18 per hourPLS
A leading financial services provider in New York is seeking a Customer Service Representative to serve as the primary point of contact for customers. Responsibilities include delivering outstanding service, educating customers on products, and ensuring compliance with regulations. Exceptional attention to detail and integrity are essential. The candidate should be fluent in English, with Spanish as a plus. Competitive pay range is $16.50 to $18.00 USD per hour with benefits for eligible team members. #J-18808-Ljbffr PLS
$75k - $95k
...A financial services company in the United States is seeking a Customer Success Associate to drive customer satisfaction for small and mid-sized businesses. Responsibilities... ...managing customer accounts, engaging with clients to address their concerns, and collaborating with...SuggestedRemote work$65k - $75k
...Capital is a Community Development Financial Institution (CDFI) that... ...seeking a full time Customer Success Specialist in our Jackson Heights... ...and clear communication with clients, legal counsel, and internal... ...file maintenance Customer Service Respond promptly to customer...SuggestedFull timeWork at office$125k - $150k
...Customer Success - Product Specialist Personetics is shaping the... ..., and deliver intelligent financial guidance. Our platform continuously... ...broader account strategy and client outcomes. You will lead... ...with Product, Professional Services, Sales, Solution Engineering,...SuggestedWork at officeVisa sponsorship- A prominent financial services firm is looking for self-driven Sales Coordinators to work fully remotely. The role offers a 100% commission... ...independently. Extensive training will be provided to achieve success in selling insurance products such as term and annuities....SuggestedRemote jobFlexible hours
- Remote Jobs is seeking a Client Success Specialist to support the sales and client success teams. You will manage inbound inquiries, coordinate client onboarding, and maintain CRM records, ensuring smooth operations and client satisfaction. Ideal candidates should have...SuggestedRemote job
- ...Senior Vip Customer Success Associate Blockchain is connecting... ...group of contractor support agents who handle VIP tickets created... ...proactively flag anomalies or service disruptions to the relevant teams... .... ~ Familiarity with financial operations concepts such as payment...Full timeFor contractorsLocal areaRemote workWorldwideFlexible hours
- A leading financial services company in New York City is seeking an Enterprise Client Services Specialist to support their Operations team. This role involves assisting clients with inquiries and ensuring smooth communication between clients and internal teams. The ideal...Flexible hours
$19 per hour
...step into a brighter financial future. Through compassionate... ...helped over 300,000 clients on their path to a... ...the Role Our Customer Service Representative serves... ...expectations, our Client Success Department is critical... ...open 7 days a week. Agents work a minimum of 1 weekend...Full timeRemote workWork from homeWeekend workAfternoon shift- ...strategic education, and professional advisory services. We’ve recently launched CXO Advisor , a... ...a Strategic Sales Executive to drive new client acquisition. This is a foundational sales... ...to have an outsized impact on our early success. This role is perfect for a high-...Base plus commissionWork at officeImmediate start
$75k - $85k
...team to grow your skillset. About Our Client This role is in office with a well-established... ...and reputable organization in the financial services industry. The company has a global... ...and all other qualified applicants. The Successful Applicant A successful Receptionist...Work at officeLocal area- ...much more. Posted Job Title Clinical Receptionist, Patient Financial Services, Penn Dental Medicine Job Profile Title Receptionist, Clinical... ...to be an active, long-term participant in the growth and success of the School ABILITY TO ADAPT AND LEARN QUICKLY, make an immediate...Work at officeLocal areaImmediate startWork from homeFlexible hours
- A financial services company is hiring for the position of Recruitment Coordinator. This role is 100% remote and ideal for self-motivated individuals. You will connect with warm leads, educate clients on financial protection, and customize solutions. The company offers...Remote job
$118k - $172k
...Field Sales Representative, Financial Services, Google Cloud The Google Cloud Platform team helps customers transform and build what's... ...ll harness all of Google's assets to support the customers' success. You will be deeply invested in the customers' industry, their...- We are seeking a Customer Success & Sales Agent to build lasting relationships with our clients and support them throughout their purchase journey. This role requires... ...share customer feedback to enhance the overall service experience. Qualifications Fluency in English...
- ...best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help... ..., and expand Acrisure’s footprint. The most successful sales professionals today are data-driven...Immediate startFlexible hours
$17 - $22.55 per hour
...Overview Position Title: Branch Banking-Client Consultant I-Float Location: Forest... ...high quality, prompt, and professional financial services. Responsible for interacting with clients... ...to achieve growth targets and execute successful sales initiatives. Client Experience:...Hourly payLocal area$50k - $75k
...team of 13. Before becoming an agent with State Farm, I worked in... ...understanding of customer service, teamwork, and agency leadership... .... We also enjoy celebrating success together through team events... ...customers with their insurance and financial services needs, including...For contractorsWork at officeImmediate startFlexible hours$67k - $87.1k
...lifecycle. Achieve and/or exceed established revenue targets by retaining and renewing Cengage customers. Develop and implement tailored success plans that align with customer goals and increase product usage. Provide proactive training and guidance aligned with customer...Local areaRemote work$22 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. Responsibilities... ...work ethic with a total commitment to success each and every day. As an Agent Team...Hourly payFor contractors- ...Employee Retention Benefits is looking for a dedicated Client Success Representative to manage client communications and enhance customer satisfaction. This fully remote position involves responsibilities that prioritize client support, operational discipline, and lifecycle...Remote work
$128.35k
...closely with executive teams and C‑Suite clients Engage in innovative healthcare... ...from digital and advanced primary care services Track key performance indicators, such as... ...customer health and retention, using Customer Success Scores What is Required (Qualifications)...Immediate start- ...forecasting and pipeline management in Salesforce CRM. Partner Success & Retention Manage onboarding and implementation for new partners... ...with marketing and product teams to design campaigns and services that meet partner needs. Identify and develop new billable services...Work at office
- ...VerifiedFirst is seeking a Client Services Representative to assist clients with their inquiries and educate them on our services. The successful candidate will promote a positive relationship between clients and our team. This remote role requires excellent communication...Remote work
$60k
...personalized strategy by their trusted financial advisor. Pontera is used by... ...customer-centric Customer Success Representative to join our... ...as a trusted partner to our clients — guiding them through... ...in customer support, client service, or a related field preferred...Work at officeImmediate startWork from home- ...Customer Success is crucial for building strong customer relationships. We're looking for someone tech-savvy to ensure our clients have a great experience. Responsibilities And Duties Develop... ...fostering growth through great customer service. Qualifications Excellent written...Full timeRemote work
- (Hiring) Client Success Specialist (Law Firm) Spanish Preferred We are seeking a Client Success Specialist to join our team! You will be responsible for helping customers by providing product and service information and resolving technical issues. Responsibilities: Handle...
$32k - $38k
...Receptionist - State Farm Agent Team Member Dean Zupo - State... ...dedicated to providing exceptional service to our customers. We are... ...members and prepare them for successful careers. If you want to work... ...customers with their insurance and financial services needs, including...For contractorsWork at officeFlexible hours$15 - $18.25 per hour
...Your Opportunity Customer Service RepresentativeCheckSmartFairfield, OH As a Customer Service... ...people in your community access the financial solutions they need—right when they need... ...as we invest in your long‑term success. If you’re looking for an opportunity to...Hourly payFull timeTemporary workCasual workWork at officeLocal area- ...Freedom Mortgage is looking for a Customer Success Agent to support our Call Center operations. The role demands fluency in both Spanish and English, ensuring exceptional service to customers by answering queries and resolving issues. Candidates should be local to Jacksonville...Full timeLocal areaRemote work
- ...Job Title: Member Success Specialist - Medicaid & MLTC Location: Manhattan, NY 10004... ...Range: $18 - $22/hr. on w2 Summary: Client is looking for a Customer Success Specialist... ...strong communication skills, customer service experience, and the ability to collaborate...Shift work
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