- Hired by Matrix (Columbus, OH)
- …financial institution? If so, our client is hiring a Customer Service Representative !What You'll Do: Handle incoming phone calls regarding various ... search firm, we partner with companies across industries, including Financial Services , Fintech, Consumer Goods and ...multi-task and adjust quickly to change in a busy financial service center. Position Type: ContractGet in… more
- Creative Financial Staffing (Columbus, OH)
- … service by addressing client inquiries and concerns. Field Services Representative Requirements: Proven experience in a similar role, preferably within ... Job Title: Field Services Associate About Us:We pride ourselves on maintaining...Yardi software and relevant skills to our website. Join our team as a Field Service Representative … more
- Beacon Hill (Boston, MA)
- Our client , an investment firm in Boston, MA, is seeking a Client Services Representative to join their team. This is a temp-to-perm opportunity and is ... clients about the company's products.Processes a variety of routine and complex financial and non- financial transactions while meeting or exceeding department… more
- Everence (Souderton, PA)
- … to current policyholders, members, prospects, and staff. Everence Souderton is a faith-based financial services firm that puts the needs of its clients first ... at least two years of college or specialized trainingExperience: Prior experience in financial services or the insurance industry is preferredA minimum of two… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …years customer service experience preferred2+ years brokerage operations or financial services experience preferredAbility to work in a fast-paced, team ... loyalty? Are you considered a \u201Cgo-to person\u201D?\u00A0 If so, Client Service and Support may be the... interactions to our clients who utilize the National Financial Service platform for clearing business needs.… more
- Beacon Hill (Westwood, MA)
- Our client , a healthcare institution located in Westwood, MA, is seeking a Temporary Customer Service Specialist for 3+ months paying $24/hour. In this role, you ... placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service , a commitment to project completion and success and a passion… more
- Hired by Matrix (Bowling Green, NY)
- … institution? If so, our client is hiring a Client Tax Representative ! What You'll Do: Assists Financial Advisors with calls and Case Management tickets ... Proficiency with Excel and relevant computer programs is required. Understanding of client service , process controls, with the ability to learn internal… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …years customer service experience preferred2+ years brokerage operations or financial services experience preferred The Skills You BringAbility to work ... loyalty? Are you considered a \u201Cgo-to person\u201D?\u00A0 If so, Client Service and Support may be right...environmentA desire for continuous growth and learning about the financial services industryPossess a drive to solve… more
- Fidelity TalentSource LLC (Orland Park, IL)
- …long-lasting positive relationships with Fidelity. The Expertise We re Looking ForCustomer service , phone, or financial services experience will prepare ... Job Description: Financial Representative We believe that as...and passion to engage with clientsAn aptitude to assess client needs and identify opportunitiesRemarkable attention to detail and… more
- Percepta (Melbourne, FL)
- …we bring first-class service across each market we support. As a Customer Service Representative in Melbourne, FL, you'll be a part of creating and ... You'll Be Doing The Customer Relationship Center (CRC) Customer Service Representative is responsible for providing timely...to customer inquiries and concerns; educate the customer on client products and services .Place outbound calls to… more
- Truliant Federal Credit Union (Norcross, GA)
- …valued, empowered and rewarded for all that they do.Purpose of the JobThe Customer Service Representative Level - I is responsible for providing exceptional ... improve lives by putting our members first, providing great service and straightforward financial solutions. Our core...center, or related roles, preferably in the insurance or financial services industry is preferredBilingual skills are… more
- Percepta (Dearborn, MI)
- …first-class service across each market we support. As a Customer Service Representative in Dearborn, MI, specializing in the automotive industry, you'll ... of a unique culture.What You'll Be Doing The Customer Service Representative builds and maintains trust as...Our programs offer incentives and promote physical, mental, and financial wellness.Percepta requires all employees hired in the United… more
- Percepta (Melbourne, FL)
- …first-class service across each market we support. As an Automotive Customer Service Representative in Melbourne, Florida, you'll be a part of creating and ... being part of a unique culture.What You'll Be Doing The Automotive Customer Service Representative provides online customers with a professional sales experience… more
- Percepta (Asheville, NC)
- …bring first-class service across each market we support. As a Concierge Customer Service Representative working from home in Asheville, NC, you'll be a part ... You'll Be Doing Do you have a passion for service and helping others? Our Concierge Specialists provide customized,...changes to departmental policies and procedures to improve support services provided to the customer, as needed keep the… more
- Fidelity TalentSource LLC (Westlake, TX)
- …You Have and Skills You Bring Bachelor's degree or equivalent work experience. Financial services experience helpful and preferred. 1-2 years' experience in a ... features. The Role The focus of the Brokerage Operations Representative is to provide outstanding customer service ...Investments, one of the largest and most diversified global financial services firms in the industry. We… more
- Percepta (Melbourne, FL)
- Customer Care Representative 2At Percepta, we bring first-class service across each market we support. As a Customer Care Representative 2 in Melbourne ... a unique culture.What You'll Be Doing The Customer Care Representative works under the direct supervision of the Team...to customer inquiries and concerns; educate the customer on client products and services .Understand use of technology,… more
- Percepta (Melbourne, FL)
- …and services from pre-sales through purchase. The Concierge Sales Representative will also provide support from initial vehicle reveal through customer ... At Percepta, we bring first-class service across each market we support. As a Concierge Sales Representative working onsite in Melbourne, FL, you'll be a part of… more
- TradeStation (Chicago, IL)
- …issues Ability to take ownership of issue reporting and resolution follow-up Deliver Client Service and Account assistance for web, mobile and platform access ... with strong leadership skills Proficient in the areas of Technical Support and Client Services Troubleshooting skills, with the ability to work through complex… more
- Percepta (Tempe, AZ)
- At Percepta, we bring first-class service across each market we support. As a Sales Representative working onsite at Rio Salado Pkwy in Tempe, AZ, you'll be a ... satisfaction of being part of a unique culture.The Sales Representative builds and maintains trust as a skilled expert,...or additional requirements needed for their loan application.Utilize the client software tools as well as external tools such… more
- Fidelity TalentSource LLC (Westlake, TX)
- …, Alternative Investments Manager Info Session - Zoom The RoleOperations & Services Group (OSG) provides superior customer service to Fidelity's Institutional ... the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens… more
