Financial Services Representative
4 weeks ago
We are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at LPL Financial. As a key player in our customer service team, you will be responsible for providing exceptional service to our advisors and investors.
The ideal candidate will have a strong background in customer service, with a passion for helping people and a desire to learn and grow in the financial services industry. You will be part of a dynamic team that is dedicated to empowering financial advisors to help their clients achieve their dreams.
Responsibilities will include:
- Providing exceptional service to our advisors and investors through inbound contacts, handling everything from simple account inquiries to supporting complex financial transactions.
- Researching and navigating various databases to provide accurate solutions for our clients.
- Participating in coaching, career development activities, and ERG events to build community and connect with colleagues.
Requirements include:
- A strong background in customer service, with a passion for helping people and a desire to learn and grow in the financial services industry.
- Registration as a Securities Industry Essentials (SIE) holder or willingness to obtain within the 4-month contract.
- Experience in a client-facing, service-oriented role, ideally in a team-based environment.
- Core skills including high empathy, strong problem-solving abilities, and proficiency in using computers and customer service software.
We are an equal opportunity employer and welcome applications from all qualified candidates. If you are a motivated and detail-oriented individual with a passion for customer service, we encourage you to apply for this exciting opportunity.
-
Financial Services Representative in Tempe
4 weeks ago
Tempe, Arizona, United States Arizona Central Credit Union Full timeJob DescriptionArizona Central Credit Union is seeking a highly motivated and service-oriented individual to join our Tempe Branch as a Financial Services Representative.This role is responsible for educating members and potential members on credit union products and services, and advising members to ensure they are effectively utilizing the benefits of...
-
Customer Service Representative
1 month ago
Tempe, Arizona, United States Symmetry Financial Group - Gary Uyemura Full timeUnlock Your Potential with Symmetry Financial Group - Gary UyemuraAre you ready to embark on a career that offers unparalleled growth opportunities and a chance to build a business that generates system-driven income?As a Customer Service Representative with Symmetry Financial Group - Gary Uyemura, you will have the opportunity to work with clients who are...
-
Financial Services Representative
4 weeks ago
Tempe, Arizona, United States TalentBridge Full timeJob Title: Financial Service AssociateOverview:TalentBridge is seeking a skilled Financial Service Associate to join our team. In this role, you will provide exceptional customer service to a large team of Financial Advisors, embodying client-centric values and delivering outstanding experiences with every interaction.Key Responsibilities:Provide world-class...
-
Financial Planning Specialist
4 weeks ago
Tempe, Arizona, United States First Command Financial Services Full timeFinancial Planning for Military FamiliesAt First Command Financial Services, we're committed to helping military families achieve their financial goals. As a Financial Planning Specialist, you'll play a critical role in this mission.Key Responsibilities:• Partner with local military organizations to provide financial guidance to military families•...
-
Customer Success Representative
4 weeks ago
Tempe, Arizona, United States Symmetry Financial Group - Gary Uyemura Full timeUnlock Your Potential with Symmetry Financial GroupAre you ready to embark on a career that offers unlimited earning potential and a proven system for success?At Symmetry Financial Group, we're seeking ambitious individuals to join our team as Customer Success Representatives. As a key member of our organization, you'll have the opportunity to build a...
-
Customer Service Representative
4 weeks ago
Tempe, Arizona, United States Sharon Layman Full timeAre you a customer-focused individual looking for a challenging role in insurance and financial services? We are seeking a highly motivated and outgoing Customer Relations Representative to join our team at Sharon Layman. As a Customer Relations Representative, you will be responsible for establishing customer relationships, following up with customers, and...
-
Client Service Representative
4 weeks ago
Tempe, Arizona, United States Northern Trust Full timeAbout Northern Trust: Northern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions. Our commitment to service, expertise, and integrity has earned us a reputation as a...
-
Bilingual Customer Service Representative
4 weeks ago
Tempe, Arizona, United States Randstad Full timeJob SummaryWe are seeking a highly skilled Bilingual Customer Service Representative to join our team in Tempe, AZ. As a Complaints Intake Specialist, you will be responsible for managing escalated customer complaints in a financial services environment. Your excellent communication skills and ability to empathize with customers will be essential in...
-
Senior Client Service Associate
4 weeks ago
Tempe, Arizona, United States BMO Financial Group Full timeAt BMO Financial Group, we are seeking a highly skilled Senior Client Service Associate to join our team. As a key member of our client service team, you will be responsible for providing exceptional operational support to grow our market share and maximize the profitability of client relationships.**Key Responsibilities:*** Provide daily operational service...
-
Financial Services Advisor
4 weeks ago
Tempe, Arizona, United States Sonoran Desert Institute Full timeJob DescriptionWe are seeking an experienced Financial Services Advisor to join our dynamic team at Sonoran Desert Institute. As a Financial Services Advisor, you will be responsible for assisting new and continuing students between their enrollment and start date to secure funding via Title IV.The Financial Services Advisor handles all student outreach,...
-
Financial Services Auditor
4 weeks ago
Tempe, Arizona, United States MUFG Bank, Ltd. Full timeAbout the Role:MUFG Bank, Ltd. is seeking a skilled Financial Services Auditor to join our Internal Audit team. As a key member of our team, you will be responsible for supporting independent, objective assurance and consulting activities designed to evaluate and assess the effectiveness of the Bank's governance, risk management, and control processes.Key...
-
Financial Operations and Administration Director
4 weeks ago
Tempe, Arizona, United States Safety Services Company Full timeJob SummarySafety Services Company is seeking a highly skilled Financial Operations and Administration Manager to oversee and manage financial operations, ensuring accuracy and regulatory compliance.The ideal candidate will have a strong background in accounting and financial reporting, with experience in accounts payable and receivable, and proficiency in...
-
Customer Service Representative
1 month ago
Tempe, Arizona, United States Northern Trust Corporation Full timeAbout the RoleWe are seeking a highly skilled Customer Service Representative to join our Banking Operations team. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, responding to their inquiries, and resolving any issues in a timely and professional manner.Key ResponsibilitiesManage a high volume...
-
Insurance Customer Service Representative
4 weeks ago
Tempe, Arizona, United States Sharon Layman Full timeJob Summary: We are seeking a highly motivated and customer-focused individual to join our team as an Insurance Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, establishing customer relationships, and following up with customers as needed.Responsibilities:Provide prompt,...
-
Customer Service Representative
4 weeks ago
Tempe, Arizona, United States MedImpact Full timeJob DescriptionJob Title: Customer Service RepresentativeJob Summary: We are seeking a highly skilled Customer Service Representative to join our team at MedImpact. As a Customer Service Representative, you will be responsible for providing exceptional customer service to pharmacies, physicians, health plan sponsors, and their members, beneficiaries, or...
-
Customer Service Representative
4 weeks ago
Tempe, Arizona, United States U-Haul Full timeAbout the Role:We are seeking a highly motivated and detail-oriented Customer Service Representative to join our Fleet Sales team at U-Haul. As a key member of our team, you will be responsible for providing exceptional customer service, assisting customers in finding trucks, trailers, and tow dollies, and supporting field employees in negotiating and...
-
Financial Services Coordinator
4 weeks ago
Tempe, Arizona, United States Rosendin Full timeJob OverviewRosendin is seeking a highly skilled Assistant Project Accountant to join our team. As a key member of our financial services team, you will be responsible for providing financial support to our projects, including contract review, billings, and cash reporting.Key ResponsibilitiesAssist with preparing and posting monthly progress billings.Ensure...
-
Customer Service Representative
4 weeks ago
Tempe, Arizona, United States LHH Recruitment Solutions Full timeJob Title: Call Center RepresentativeJob Summary: We are seeking a highly skilled Call Center Representative to join our team at LHH Recruitment Solutions. As a Call Center Representative, you will be the first point of contact for our clients, handling inbound calls, addressing inquiries, and providing exceptional service.Key Responsibilities:Answer inbound...
-
Financial Operations Specialist
4 weeks ago
Tempe, Arizona, United States Northern Trust Full timeNorthern Trust, a leading financial institution, is committed to providing innovative services and guidance to its clients.The Asset Servicing group is comprised of multiple service teams that service over 1,400 client-appointed investment manager relationships and over 400 self-managed client relationships in North America.The Client Service Representative...
-
Customer Service Representative
4 weeks ago
Tempe, Arizona, United States The Buffalo Spot Full timeWe are seeking a friendly and enthusiastic individual to join our team as a Customer Service Representative. In this role, you will be responsible for providing excellent service to our guests, operating cash registers, and maintaining a clean and welcoming environment.As a Customer Service Representative, you will have the opportunity to work in a...