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)

Financial Services Representative

Join Fidelity as a Financial Services Representative, where you'll focus on growth and career development while supporting customers through inbound calls and preparing for a future as the official face of Fidelity in Investor Centers. This role includes paid training to obtain Series 7 & 66 licenses, personalized support, and a pathway to a career in financial services. You'll work from home and spend one day per week in an Investor Center, gaining skills and experiences to build a meaningful career.

Financial Services Representative - Cambridge, MA

As a Financial Representative Trainee at Mutual of Omaha, you will undergo a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This includes a combination of self-study, hands-on experience projects, and a structured curriculum, leading to promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity.

Financial Representative Trainee - Braintree, MA

Financial Representative Trainee

The Moody Street Group, a general agency of OneAmerica, is seeking highly motivated, success-oriented individuals for the role of Financial Services Representative/Financial Advisor. This role involves assisting a diverse clientele in attaining financial objectives through a broad range of products and services. The position offers competitive compensation, group benefits, pension, tuition reimbursement, and professional training.

Financial Services Representative/Financial Advisor

As a Customer Service Representative at the American Red Cross, you will be responsible for contacting blood donors to schedule appointments, ensuring a positive service experience to maximize donor show rates. This role involves using multiple computer systems to target appropriate blood drives, maintaining accurate records, and developing new leads to increase the donor base. The position is remote but requires living in or around Tucson, AZ, with the first few days of training in the Tucson Call Center.

Customer Service Rep

As a Customer Service Representative at Achieve, you will be a crucial part of the Member Services team, impacting the lives of everyday people by providing innovative digital personal finance solutions. You will handle onboarding, new account setups, and offer support throughout the financial journey of our members, ensuring they receive empathy, care, and guidance. This role offers a 100% work-from-home opportunity for candidates in the Dallas/Ft. Worth metro area, with a focus on Monday to Friday, no weekend work.

Customer Service

The Customer Service Representative at Heilind is responsible for providing essential support to the Inside Sales Staff and Branch Management Team, including order entry and maintenance, reporting, backlog review, spreadsheet administration, and supporting branch administrative needs. This role also involves backup support for the sales team on customer needs and growing sales with certain accounts. The position requires managing multiple daily priorities, collaborating with the team to build solid relationships, and ensuring high levels of service to both internal and external customers.

Bankers Life is seeking ambitious individuals to join their team as Financial Services Professionals. This role involves building a client base, providing financial guidance, and using the latest software and product portfolio to guide clients through important financial decisions. The position offers award-winning training, mentorship, and the flexibility to build your workday around your lifestyle, with pathways to develop your career in leadership, wealth management, or retirement planning.

Financial Services Professional

Morgan Stanley is seeking a Fund Services Representative for Investment Management Operations to handle account and product inquiries from shareholders and registered representatives regarding mutual fund accounts and Eaton Vance investment products. This role involves providing administrative support to Eaton Vance's internal and external sales forces, processing transactions, responding to client requests, and participating in departmental projects. The position is hybrid, requiring in-office attendance three days a week after training completion.

Fund Services Representative

This position involves working with a well-established Fortune 500 company and its A-rated partners in North America as a financial professional. The role includes acquiring state licensing, connecting with people to identify goals, educating, planning, and designing solutions for individuals, families, and business owners. The position offers a 100% commission-based compensation, with no ceilings or quotas, and includes opportunities for residual and passive income, as well as performance-based bonuses. The role is flexible, allowing for 100% remote work, and offers a high-income trajectory with career growth, mentorship from industry experts, and the option to build your agency.

Flexible Remote Career Opportunity

Financial Professional

This position is responsible for resolving a high volume of accounts for services provided by Essentia Health in a virtual call center environment. The representative acts as the primary contact or liaison for patients to discuss outstanding self-pay balances, billing, and insurance questions, and is expected to provide timely resolution for all types of inquiries. The role involves providing efficient and accurate support for insurance, coding, registration, financial assistance, and other billing-related issues to help resolve patient financial responsibility, including account analysis, follow-up on delinquent accounts, and payment negotiation.

Patient Financial Services Representative I (Remote)

Patient Financial Services Representative I

Baca Consulting Group is seeking a Customer Service Representative to join their team. The role involves responding to customer inquiries, handling complaints, maintaining professionalism, processing orders, and identifying customer needs to ensure satisfaction. This position is remote and requires proven customer support experience, strong communication skills, and the ability to multitask effectively.

Customer Service Representative - Remote

Snowflake Computing is seeking a Sales Engineer to support their Financial Services division. The role involves building trusted relationships, leveraging knowledge of the data science, analytics, or big data markets to align Snowflake's value to customers' business and technical problems, and providing technical guidance to ensure customer satisfaction. The ideal candidate will be customer-obsessed, have a deep understanding of the data analytics ecosystem, and possess excellent presenting and problem-solving skills.

SALES ENGINEER, FINANCIAL SERVICES

Sales Engineer, Financial Services

The Client Services Representative at Beacon Hill in Boston, MA, is responsible for handling incoming calls from existing and potential clients regarding the company's products, processing financial and non-financial transactions, resolving account problems, and communicating with various stakeholders. This is a temp-to-perm position offering $22/hr.

Client Services Representative

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Financial Services Representative Jobs in Lynn, MA Hiring Now