Financial Representative

6 days ago


Lake Mary, Florida, United States Innova Solutions Full time
About the Role

We are seeking a highly skilled Financial Representative to join our team at Innova Solutions. As a key member of our organization, you will play a critical role in delivering exceptional customer service and support to our clients.

Key Responsibilities
  • Provide complex analytics and reporting services to improve and automate client processing systems.
  • Manage moderate to complex external client issues, ensuring timely resolution and delivery of service.
  • Collaborate with internal teams to ensure problems and issues are addressed promptly and effectively.
  • Participate in product development, enhancement, and testing to ensure accurate and efficient processing of high-value transactions.
  • Solve complex problems by integrating in-depth knowledge of the system with industry standards and practices.
Requirements
  • Bachelor's degree or equivalent combination of education and experience.
  • 5-7 years of total work experience, preferably in brokerage processing.
What We Offer

Innova Solutions offers a competitive pay range of $25 per hour, as well as a comprehensive benefits package, including medical and pharmacy coverage, dental and vision insurance, 401(k), and more.

We are an equal opportunity employer and welcome applications from qualified candidates. If you are passionate about delivering exceptional customer service and support, we encourage you to apply for this exciting opportunity.



  • Lake Mary, Florida, United States Innova Solutions Full time

    Job Title: Financial RepresentativeWe are seeking a highly skilled Financial Representative to join our team at Innova Solutions. As a Financial Representative, you will be responsible for providing complex analytics and reporting services to improve and automate client processing systems.Key Responsibilities:Manage moderate to complex external client...


  • Lake Mary, Florida, United States Innova Solutions Full time

    Job Title: Financial Services RepresentativeInnova Solutions is seeking a highly skilled Financial Services Representative to join our team. As a key member of our organization, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Handle inbound calls to troubleshoot customer questions and provide...


  • Lake Mary, Florida, United States Innova Solutions Full time

    **Job Summary**We are seeking a highly skilled Financial Services Representative to join our team at Innova Solutions. As a key member of our client service team, you will be responsible for delivering exceptional customer service support to inbound clients regarding their financial and investment accounts.**Key Responsibilities:**Provide professional and...


  • Lake Mary, Florida, United States Fairwinds Full time

    About the RoleWelcome to FAIRWINDS Credit Union, where we're dedicated to empowering our members to achieve their financial goals. As a Member Service Representative, you'll play a vital role in delivering exceptional service and support to our members, helping them navigate their financial needs and achieve success.We're seeking a passionate and dedicated...


  • Lake Mary, Florida, United States Innova Solutions Full time

    About the RoleWe are seeking a highly skilled Financial Representative to join our team at Innova Solutions. As a key member of our organization, you will play a critical role in delivering exceptional customer service and support to our clients.Key ResponsibilitiesProvide complex analytics and reporting services to improve and automate client processing...


  • Lake Mary, Florida, United States Innova Solutions Full time

    Job SummaryWe are seeking a highly skilled Financial Services Representative to join our team at Innova Solutions. As a Financial Services Representative, you will be responsible for providing exceptional customer service to our clients, handling inbound calls, and troubleshooting customer inquiries.Key ResponsibilitiesProvide customer service for banking...


  • Lake Mary, Florida, United States Innova Solutions Full time

    Job SummaryWe are seeking a highly skilled Financial Services Representative to join our team at Innova Solutions. As a Financial Services Representative, you will be responsible for providing exceptional customer service to our clients, troubleshooting incoming customer questions, and managing complex external client issues.Key ResponsibilitiesProvide...


  • Lake Mary, Florida, United States Innova Solutions Full time

    Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Innova Solutions. As a key member of our organization, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesComplex Analytics and Reporting: Provide advanced analytics and reporting services to improve...


  • Lake Mary, Florida, United States CNA Financial Corporation Full time

    Join Our Team as a Customer Service SpecialistAt CNA Financial Corporation, we are seeking a dedicated Customer Service Specialist to enhance our Retail and Insurance divisions. In this role, you will serve as a crucial Business Partner, executing a range of responsibilities aligned with our operational standards.Your Key Responsibilities Include:Efficiently...


  • Lake Mary, Florida, United States Volt Full time

    Customer Service RepresentativeInnova Solutions is seeking a highly skilled Customer Service Representative to join our team.Job Summary:We are looking for a customer-focused individual to provide exceptional service to our clients. As a Customer Service Representative, you will be responsible for resolving complex client issues, providing analytics and...


  • Lake Mary, Florida, United States BNY Full time

    ~Vice President, Accounting Operations~ (Hybrid)Bring your expertise. Shape the future.BNY presents a remarkable range of innovative career opportunities at the convergence of finance, business, and technology. As a leading global asset management and banking institution, we oversee trillions of dollars in assets, custody, and administration. Recognized as...


  • Lake Mary, Florida, United States Fidelity National Financial Full time

    Position Overview:The LandCastle Title Group is seeking a dedicated Escrow Closer to facilitate the real estate closing process. As part of a reputable organization supported by Fidelity National Financial, the Escrow Closer will manage the intricacies of closing transactions, ensuring adherence to all relevant guidelines and requirements.Key...


  • Lake Mary, Florida, United States THE BANK OF NEW YORK MELLON CORPORATION Full time

    {"title": "Associate, Shareholder Services Representative I", "description": "Role OverviewBNY Mellon is seeking a highly skilled and detail-oriented Associate, Shareholder Services Representative I to join our Client Services Team. This role is located in Lake Mary, FL - HYBRID.Key ResponsibilitiesProcess financial transactions, provide account information,...


  • Lake Mary, Florida, United States Fidelity National Financial Full time

    Position Overview:The LandCastle Title Group is seeking a skilled Escrow Closer to facilitate the real estate closing and escrow processes. As part of a reputable organization supported by Fidelity National Financial, a leading Fortune 500 Company, the Escrow Closer will ensure adherence to real estate contracts, lender directives, title stipulations, and...


  • Lake Mary, Florida, United States THE BANK OF NEW YORK MELLON CORPORATION Full time

    Job SummaryThe Bank of New York Mellon Corporation is seeking a highly skilled and detail-oriented Associate, Shareholder Services Representative I to join our Client Services Team. This role is located in a hybrid environment and requires strong technical skills and excellent communication abilities.Key ResponsibilitiesAssist with processing financial...


  • Lake Mary, Florida, United States THE BANK OF NEW YORK MELLON CORPORATION Full time

    Key Responsibilities:Process financial transactions and respond to client inquiriesProvide technical assistance for shareholders' online accountsReview and escalate account issues as neededTrack progress of escalated matters for resolutionOffer guidance to junior staff membersRequired Qualifications:High school degree requiredBA/BS degree or minimum of two...


  • Lake Mary, Florida, United States Innova Solutions Full time

    {"h1": "Customer Service Representative", "p": "At Innova Solutions, we are seeking a highly skilled Customer Service Representative to join our team. As a key member of our organization, you will be responsible for providing exceptional customer service and support to our clients.Responsibilities:* Provide complex analytics and reporting services to improve...


  • Lake Mary, Florida, United States American Cybersystems Full time

    American Cybersystems is actively seeking a Customer Service Representative.Position Type: Fulltime/ Contract to HireDuration: 12 MonthsWork Arrangement: Hybrid Role (3 Days Onsite, 2 Days Remote)Key Responsibilities:Address moderate to complex client inquiries and concerns.Collaborate with various organizational teams to ensure timely service delivery and...


  • Lake Mary, Florida, United States Innova Solutions Full time

    About the RoleInnova Solutions is seeking a highly skilled Customer Service Representative to join our team. As a key member of our organization, you will play a critical role in delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesProvide complex analytics and reporting services to improve and automate client...


  • Lake Mary, Florida, United States Innova Solutions Full time

    About the RoleInnova Solutions is seeking a highly skilled Customer Service Representative to join our team. As a key member of our organization, you will play a critical role in delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesProvide complex analytics and reporting services to improve and automate client...