As a Financial Services Representative at Charles Schwab, you will be at the heart of the firm's commitment to helping clients own their financial futures. In this role, you will educate clients on investment strategies, trading tools, market mechanics, and retirement choices, while engaging with them to advocate on their behalf. You will also have the opportunity to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses through the Schwab Service Academy, with paid training and support provided.

Financial Services Representative

As a Customer Service Representative at Synchrony Financial, you will handle inbound calls from cardholders, ensuring exceptional customer service. This role involves maintaining up-to-date customer information, resolving inquiries, authorizing sales, and building relationships with clients, customers, and colleagues. This is a work from home position based in Rapid City, SD, with occasional in-person training required.

Customer Service - Full Time - Work From Home

Customer Service Representative

As a Financial Services Representative at Transamerica, you will play a crucial role in guiding clients towards financial empowerment from the comfort of their homes. This position involves educating clients on a range of financial products, including retirement plans, college funding, and insurance protection strategies. The role offers the flexibility of remote work, with a focus on inspiring clients to pursue work-life balance and financial security. No prior experience in the financial services industry is required, as training is provided.

Financial Services Representative (Sales and Related)

As a Finance Customer Service Representative at Charles Schwab, you will be at the heart of the firm's commitment to helping clients own their financial futures. This role involves educating clients on investment strategies, trading tools, market mechanics, and retirement choices, engaging with clients to advocate on their behalf, and taking ownership of complex issues to offer the best possible solutions. You will also have the opportunity to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses through the Schwab Service Academy.

Finance Customer Service

Finance Customer Service Representative

As a Client Financial Representative at Charles Schwab, you will be at the heart of the firm's commitment to helping clients own their financial futures. This role involves educating clients on investment strategies, trading tools, market mechanics, and retirement choices, engaging with clients to advocate on their behalf, and taking ownership of complex issues to offer the best possible solutions. You will also have the opportunity to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses through the Schwab Service Academy.

Client Financial Rep

Client Financial Representative

As a Licensed Financial Services Representative at Charles Schwab, you will provide financial guidance to clients, forming trusting relationships based on trust, respect, and a common goal. You will engage with clients through inbound calls, taking ownership of complex issues to offer the best possible solutions. This role offers the opportunity to impact your career through a supportive culture and diverse career opportunities, with a focus on innovation and client service.

Licensed Financial Services Representative

The Patient Financial Representative Senior - Commercial Collector at Christus Health is responsible for supporting the Revenue Cycle division through account resolution and reconciliation of outstanding balances for patient accounts. This role involves adhering to ethical standards, meeting or exceeding key performance metrics, and ensuring compliance with CHRISTUS Health, payer, and government regulations. The position requires professional communication with both internal and external customers to resolve account inquiries and maintain knowledge of coding regulations and insurance billing guidelines.

Patient Financial Representative Senior- Commercial Collector

Patient Financial Representative Senior - Commercial Collector

The Patient Financial Representative Senior at Christus Health is responsible for supporting the Revenue Cycle division through account resolution and reconciliation of outstanding balances for patient accounts. This role involves working in a team environment to provide value to both internal and external customers, adhering to ethical and moral standards, and meeting or exceeding key performance metrics. The position requires a strong understanding of insurance and self-pay billing guidelines, effective communication skills, and compliance with all relevant regulations.

Patient Financial Representative Senior

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Financial Services Representative Jobs in Colleyville, TX Hiring Now