Financial Customer Service Representative

4 days ago


salt lake city, United States Tailored Management Full time

Position: Financial Customer Service Representative

Location: 680 West 10000 South, South Jordan, UT 84095

Set Up: Fully Remote for Training then On-Site.

Pay Rate: $21.99 per Hour

Contract Length: 6 Months *Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need*

Benefits: Paid Weekly, Health, Dental & Vision Benefits Available

Target Start Date: 10/21/2024, *upon completion of new hire onboarding.


This is a great opportunity to join a leading financial and wealth management organization that offers room for growth and advancement


Job Description

  • In this role, you will be assisting working for a Fortune 500 Financial Giant handling incoming calls and providing account service and resolution.
  • This is a high-volume environment that will allow for growth opportunities while you're servicing members with their address changes, account understanding, password resets, etc.


Responsibilities

  • Client Support Service Professionals handle incoming phone calls regarding various service inquiries on client accounts.
  • Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics.
  • Functional support areas include client's Cash Management products and services, **** Online (client website) and Mobile app, and general account or financial related inquiries.
  • Successful applicants will be highly professional, career driven, and committed to World-Class Service.

Skills

  • Ability to contribute in a fast paced, team-oriented environment.
  • Aptitude to multi-task and adjust quickly to change in a busy financial service center.


Education and Other Requirements

  • College Degree Preferred or High School Diploma.
  • Experience in financial service center or Call center experience is required.
  • Proficiency in Microsoft Word and Outlook programs.


Should you accept an offer for an opportunity, with this client, we do require a background check (7 years and active cases), fingerprinting which will include verifying your education and your employment history for the last 7 years. You may be required to provide documentation (copy of your diploma, W2's or Paystubs) to help us verify this information



  • Salt Lake, Utah, United States Security National Financial Full time

    Customer Service RepresentativeAt Security National Financial, we're committed to providing exceptional service to our customers. As a Customer Service Representative, you'll play a vital role in ensuring our customers receive the best possible experience.Key Responsibilities:Provide top-notch customer service via phone and emailAnswer customer inquiries...


  • Salt Lake City, United States Security National Financial Full time

    Customer Service Representative - Mortgage SNMC - Corp Job Type Full-time Description Our mission is simple: we want to provide the very best in Life Insurance, Mortuary, Cemetery and Mortgages. People love our products and . We've been recognized as a "Top Workplace" for 6 years in a row. **What You'll Do** The Customer Service Representative is an...


  • Salt Lake, Utah, United States Fidelity TalentSource LLC Full time

    Customer Service Role at FidelityWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. In this role, you will be responsible for providing exceptional service to our clients, answering their questions, and resolving their issues in a timely and professional manner.Key Responsibilities:Provide...


  • Salt Lake, Utah, United States Security National Financial Full time

    Mortgage Customer Support SpecialistSecurity National Financial is seeking a committed Mortgage Customer Support Specialist to become part of our dynamic team. Our organization is dedicated to delivering exceptional Life Insurance, Mortuary, Cemetery, and Mortgage solutions. With a reputation for excellence, we have been recognized as a Top Workplace for six...


  • Salt Lake City, United States Tailored Management Full time

    Position: Financial Customer Service Representative Location: 680 West 10000 South, South Jordan, UT 84095 Set Up: Fully Remote for Training then On-Site. Pay Rate: $21.99 per Hour Contract Length: 6 Months *Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need* Benefits: Paid Weekly, Health, Dental & Vision Benefits...


  • Salt Lake City, United States Tailored Management Full time

    Position: Financial Customer Service RepresentativeLocation: 680 West 10000 South, South Jordan, UT 84095 Set Up: Fully Remote for Training then On-Site.Pay Rate: $21.99 per HourContract Length: 6 Months *Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need*Benefits: Paid Weekly, Health, Dental & Vision Benefits...


  • Salt Lake City, United States Tailored Management Full time

    Position: Financial Customer Service RepresentativeLocation: 680 West 10000 South, South Jordan, UT 84095 Set Up: Fully Remote for Training then On-Site.Pay Rate: $21.99 per HourContract Length: 6 Months *Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need*Benefits: Paid Weekly, Health, Dental & Vision Benefits...


  • Salt Lake, Utah, United States Security National Financial Full time

    Job Summary:We are seeking a highly motivated and detail-oriented Customer Service Representative to join our Claims team at Security National Financial. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our policyholders and funeral homes, while also processing life insurance claims in a timely and...


  • Salt Lake, Utah, United States Security National Financial Full time

    **Job Summary**At Security National Financial, we're seeking a highly skilled and customer-focused Customer Service Representative - Mortgage Specialist to join our team. As a key member of our mortgage servicing department, you will play a critical role in ensuring our customers receive exceptional service and support.**Key Responsibilities**• Provide...


  • Salt Lake, Utah, United States OneMain Financial Full time

    OneMain Financial is seeking a skilled Customer Service Specialist to join our team. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our clients, addressing their inquiries, and resolving any issues that may arise.Key Responsibilities:Respond to customer inquiries and provide accurate information...


  • Salt Lake, Utah, United States Security National Financial Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Customer Service Representative to join our team at Security National Financial. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our policyholders and funeral homes, while also processing life insurance claims in a timely and efficient...


  • National City, California, United States Community Financial Service Centers Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Community Financial Service Centers. As a key member of our staff, you will be responsible for providing exceptional customer service, handling cash transactions, and ensuring the security and integrity of our financial services.Key...


  • Salt Lake, Utah, United States Fidelity TalentSource LLC Full time

    About the RoleFidelity TalentSource LLC is seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in providing exceptional customer service and support to our clients.Key ResponsibilitiesProvide timely and accurate responses to customer...


  • Salt Lake, Utah, United States Ucreditu Full time

    Position Title: Customer Service Representative for Financial ServicesDepartment: Member Service CenterLocation: Salt Lake City, UTWorking Hours: 9:00 am - 6:00 pm, Monday - Friday with occasional Saturdays. Alternative schedules may be available.Compensation: $16.50/hr, with potential for higher pay based on experience.Work Environment: In-office setting...


  • Salt Lake, Utah, United States Fidelity TalentSource LLC Full time

    About the RoleFidelity TalentSource LLC is seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in providing exceptional customer service and support to our clients.Key ResponsibilitiesProvide timely and effective support to customers through...

  • Pharmacy Advocate

    3 weeks ago


    Salt Lake, Utah, United States IMA Financial Group Full time

    Job SummaryWe are seeking a highly skilled Pharmacy Advocate to join our team at IMA Financial Group. As a Pharmacy Advocate, you will play a critical role in supporting our customers and patients by providing exceptional customer service, streamlining the manufacturer assistance process, and ensuring a seamless transition to our pharmacy programs.Key...


  • Salt Lake, Utah, United States Tailored Management Full time

    Financial Customer Service RepresentativeAt Tailored Management, we are seeking a highly skilled and professional Financial Customer Service Representative to join our team. As a key member of our financial services center, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Respond to incoming...


  • Salt Lake, Utah, United States Utah First Credit Union Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Utah First Credit Union. As a key member of our lending team, you will be responsible for providing exceptional service to our customers, promoting financial wellness, and driving business growth.Key ResponsibilitiesProvide personalized...


  • Salt Lake, Utah, United States Golden Customer Care Full time

    Job OpportunityGolden Customer Care is seeking a skilled Assistant Manager, Customer Service to provide leadership and training to supervisors who oversee multiple customer care agents. This role requires effective communication, coaching, and management of given directives, as well as partnership and collaboration with the Customer Care Manager and other...


  • Salt Lake, Utah, United States Transwest Credit Union Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Financial Services Representative to join our team at TransWest Credit Union. As a key member of our team, you will be responsible for providing exceptional financial services to our members, building lasting relationships, and driving business growth.Key ResponsibilitiesMember Engagement:...