Account Services Representative

4 days ago


Auburn, Indiana, United States CX Institutional LLC Full time
About CX Institutional LLC

CX Institutional LLC is a dynamic and growing financial services company that is committed to delivering exceptional client experiences.

We are seeking an Account Services Representative to join our team, who will be responsible for managing client relationships, processing transactions, and ensuring compliance with regulatory requirements.

The estimated salary for this position is $50,000 - $65,000 per year, depending on location and experience.

Key Responsibilities:

  • Prepare, host, and attend online conference calls and other office meetings about new processes, systems use, onboarding/offboarding updates, etc.
  • Understand, demonstrate, and continually improve a thorough and well-rounded knowledge of account types, regulatory compliances, basic trade instructions, account settlements timeframes, Required Minimum Distributions (RMDs), account roll-overs, security holdings, and investments.
  • Assist the Client Care Coordinator (CCC) role as necessary, provide scheduling support, answer and route phone calls to team members.

Requirements:

  • High School Diploma; Associate's Degree in Finance, or Business Administration a plus
  • 1+ years in Finance, Banking, Tax, or Accounting; Customer service experience preferred
  • Excellent verbal, written, and presentation communication skills
  • Proficient in Microsoft Office suite


  • Auburn, Indiana, United States Domino's Franchise Full time

    Pizza Service Representative Job DescriptionDominos Franchise is hiring Pizza Service Representatives to deliver pizzas and provide exceptional customer service in a fast-paced environment. This role offers great pay and flexibility, making it ideal for students or those with other commitments.Main Responsibilities:Delivering pizzas and providing customer...


  • Auburn, Indiana, United States Walmart Full time

    Job Title: Customer Service RepresentativeWe are looking for a Customer Service Representative to join our team at Walmart. As a Sales Associate, you will be responsible for providing excellent customer service and ensuring that customers have a positive shopping experience.Key Responsibilities:Walk up to 5 miles each day while fulfilling online customer...


  • Auburn, Indiana, United States Ace Hardware Full time

    Ace Hardware is seeking a talented Customer Service Representative to join our team. As a key member of our sales team, you will be responsible for providing exceptional customer service and assisting customers throughout the store.The ideal candidate will have excellent communication skills, a strong work ethic, and the ability to multitask in a fast-paced...


  • Auburn, Indiana, United States Jamie Hefty - State Farm Agent Full time

    Job DescriptionAt Jamie Hefty - State Farm Agent, we value our Customer Service Advocate - Insurance professionals who strive to deliver exceptional service to our clients. As an Insurance Account Representative, you will be responsible for providing information about insurance products and services, assisting clients with policy applications and renewals,...


  • Auburn, Indiana, United States Jamie Hefty - State Farm Agent Full time

    Job OverviewAs an Insurance Sales and Account Development Professional with Jamie Hefty - State Farm Agent, you will play a vital role in driving the success of our agency through building meaningful client relationships and serving as a liaison between customer needs and agency departments. Your key responsibilities include developing and maintaining...

  • Critical Care Nurse

    4 weeks ago


    Auburn, Indiana, United States Benchmark Human Services Full time

    Critical Care Nurse Opportunity at Benchmark Human ServicesBenchmark Human Services, a renowned healthcare organization, is seeking skilled Critical Care Nurses to join our team. As a dedicated nurse, you will provide top-notch care to infants, children, and young adults with complex healthcare needs in the comfort of their homes.With our focus on delivering...


  • Auburn, Indiana, United States Walmart Full time

    Company Overview">At Walmart, we're committed to helping people save money and live better – anytime and anywhere. Our goal is to provide our customers with the lowest prices on the items they want and need. As a sales associate at Walmart, you'll play a critical role in helping us deliver on this promise.Estimated Salary: $14 - $26 per hour">This salary...


  • Auburn, Indiana, United States Jamie Hefty - State Farm Agent Full time

    Job OverviewAs a Insurance Sales Consultant for Jamie Hefty - State Farm Agent, you play a vital role in our daily business operations and customer success. Your primary goal is to grow our agency through meaningful client relations and serving as a liaison between customer needs and agency departments.We are looking for an attentive, sociable, and...


  • Auburn, Indiana, United States CX Institutional LLC Full time

    Head of Institutional SolutionsThis is a unique opportunity to join CX Institutional LLC as the Head of Institutional Solutions, where you will play a critical role in shaping the firm's future success and driving sustainable growth. You will lead and manage the development of the Turnkey Asset Management Platform (TAMP), providing vision, direction,...


  • Auburn, Indiana, United States CX Institutional LLC Full time

    Job OverviewThe Director of Strategic Growth will lead and manage the development of an industry-leading Turnkey Asset Management Platform (TAMP). This role provides vision, direction, guidance, and accountability to team members, ensuring alignment with CX Institutional LLC's mission, values, and objectives.Key Responsibilities:Develop and implement...


  • Auburn, Indiana, United States Gays Hops-N-Schapps Full time

    At Gays Hops-N-Schnapps, we are committed to providing an exceptional customer experience. We seek a highly skilled Sales Associate who will be the face of our store, providing industry knowledge and superior service to our loyal customers.ResponsibilitiesProvide prompt and courteous customer service, ensuring that every guest feels valued and...


  • Auburn, Indiana, United States Jack Laurie Group Full time

    Position Overview: The Jack Laurie Group is seeking an experienced Facilities Maintenance Specialist to join our team. As a key member of our operations team, you will be responsible for maintaining and improving our service standards across various facilities.">Responsibilities:Train and onboard new cleaning technicians to ensure high-quality service...


  • Auburn, Indiana, United States Jack Laurie Group Full time

    Job Description: We are seeking a highly skilled Senior Janitorial Professional to join our team at the Jack Laurie Group. As a senior member of our operations team, you will be responsible for maintaining and improving our service standards across various facilities.">Key Responsibilities:Train and onboard new cleaning technicians to ensure high-quality...


  • Auburn, Indiana, United States Jack Laurie Group Full time

    About the Role: We are seeking a seasoned Cleaning Operations Manager to join our team at the Jack Laurie Group. As a key member of our operations team, you will be responsible for maintaining and improving our service standards across various facilities.">Responsibilities:Train and onboard new cleaning technicians to ensure high-quality service...


  • Auburn, Indiana, United States Metal Technologies Full time

    About Metal TechnologiesMetal Technologies is a leading company in the industry, seeking a highly skilled IT Software Support and Training Specialist to join our team.Salary: The estimated annual salary for this position is $65,000-$85,000, depending on experience.Job DescriptionThe IT Software Support and Training Specialist will be responsible for the...


  • Auburn, United States TransCore Full time

    TransCore (TRN), a subsidiary of ST Engineering, is seeking full-time Customer Service Representatives to join our teams in Auburn, Ludlow, Lee, Natick, E Boston, and Saugus, Massachusetts. Job Summary: Under the direction of the Customer Service Center Supervisors, the Customer Service Representative (CSR) is the primary customer service interface for the...


  • Auburn, United States Springfield Plastics Full time

    As a Customer Service Representative at Springfield Plastics, Inc., you will act as a liaison, provide product/service information, taking order placements and resolving any emerging problems that our customer accounts might face with accuracy and efficiency. The best candidate for the Customer Service Representative position is genuinely excited to help....


  • Auburn, Massachusetts, United States TransCore Full time

    Job Title: Customer Service Representative Team LeadTransCore, a leading provider of transportation solutions, is seeking highly skilled and experienced Customer Service Representatives to join our teams in Massachusetts. This role offers an excellent opportunity for individuals who are passionate about delivering exceptional customer service and ensuring...


  • Auburn, New York, United States Johnston Food Service & Cleaning Solutions (Johnston Paper Company) Full time

    Job OverviewWe are seeking a skilled Customer Service Representative to join our team at Johnston Food Service & Cleaning Solutions. As a key member of our customer-facing staff, you will play a vital role in ensuring exceptional customer experiences through prompt and professional service.Key Responsibilities:Provide outstanding support to customers via...


  • Auburn, United States Johnston Food Service & Cleaning Solutions (Johnston Paper Company) Full time

    Position Overview Provide excellent customer service by fielding customer inquiries, providing information, assistance, and resolving customer account issues. Enhance business relationships by increasing sales to existing customer base to create and leverage additional opportunities. Support the outside sales staff by assisting with the procurement of...


  • Auburn Hills, Michigan, United States Planet Fitness - Portland ME Group Full time

    The ideal candidate will possess excellent communication and problem-solving skills, be self-motivated, and enjoy working in a fast-paced environment. The salary range for this position is $45,000 - $55,000 per year, and we offer a variety of benefits, including health insurance, paid time off, and ongoing training and development opportunities.As a Customer...


  • Auburn, United States Dead River Company Full time

    Join Our Team - Find Your Future! At Dead River Company, we deliver energy and peace of mind to customers throughout Northern New England and a commitment to our core values of integrity, caring and excellence. Thanks to our dedicated employees, we a Customer Service Representative, Customer Service, Representative, Retail, Insurance


  • Auburn, Nebraska, United States Farmers Cooperative Full time

    We are seeking a Customer Service Representative to join our Farmers Cooperative team. As a Customer Service Representative, you will be responsible for working directly with customers from the community and surrounding area, developing strong communication skills and meaningful relationships while representing our organization.Key ResponsibilitiesProvide...


  • Auburn, United States Manufacturing Company Full time

    About the job Customer Service Representative Customer Service Representative Shift: Full-Time, Monday Friday, 9:00 AM 5:00 PM Pay Rate: $22-$23/hr We are seeking a highly organized and detail-oriented Customer Service Representative (Transportation & Inventory) to join our fast-paced team. As a Customer Service Representative, you will play a key role in...


  • Auburn, New York, United States Tops Friendly Markets Full time

    Tops Friendly Markets is looking for a Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service and supporting our store operations.The estimated salary for this position is $12-$15 per hour, depending on experience.Responsibilities:Answer customer calls,...


  • Auburn Hills, Michigan, United States Orkin Full time

    Overview:We are seeking a skilled Customer Service Representative to join our team at Orkin, the industry leader in pest management services.As a Customer Service Representative, you will play a critical role in ensuring every customer has an exceptional experience. You will field incoming requests, schedule service visits, and maintain efficient routes to...


  • Auburn, New York, United States OneMain Financial Full time

    Job OverviewWe are seeking a talented Financial Services Representative to join our team. As a key member of our organization, you will play a critical role in helping customers achieve their financial goals.As a Financial Services Representative, you will be responsible for delivering exceptional customer service, building strong relationships with clients,...


  • Auburn, Washington, United States Domino's Pizza LLC Full time

    At Domino's, we're looking for a talented individual to join our team as a Customer Service Representative. In this role, you'll have the opportunity to work in a fast-paced environment where you'll be interacting with customers on a daily basis.About UsDomino's is a leading pizza delivery company with a strong commitment to providing exceptional customer...


  • Auburn, Massachusetts, United States Goldfish Swim School Full time

    Make a splash in your career as a Customer Service Representative at Goldfish Swim School! Our team is growing, and we're looking for enthusiastic individuals who are passionate about working with kids. As a representative, you will be responsible for providing exceptional customer service to our members, assisting with class scheduling and billing, and...


  • Auburn, New York, United States OneMain Financial Full time

    About the JobWe are seeking a Financial Services Representative to join our team at OneMain Financial. As a representative, you will work closely with customers to provide them with access to friendly, fast, and affordable financing. This role requires excellent communication and problem-solving skills, as well as the ability to work in a fast-paced...


  • Auburn, New York, United States Wal-Mart Stores , Inc. Full time

    About the RoleWe are seeking a highly motivated and enthusiastic individual to fill the position of Customer Service Representative. In this role, you will be responsible for providing top-notch customer service, processing sales transactions, and maintaining a clean and organized store environment. If you have a passion for helping others and working in a...


  • Auburn, New York, United States Adecco US, Inc. Full time

    Job Summary:We are seeking a highly skilled Customer Service Representative to join our team at Adecco US, Inc. in Auburn, NY. This is a temp-to-hire opportunity with a starting pay rate of $16-20 per hour.


  • Auburn, United States We Care Daily Clinics Full time

    Patient Services Representative [Clinic]: We Care Daily ClinicsBase Pay Rate: $21-$23/hourAbout We Care Daily Clinics: We Care Daily Clinics (WCDC) is a warm, welcoming, and modern facility that provides treatment for addiction in a person-centered environment located in Auburn. WCDC seeks to renew hope and purpose for those battling opioid use by removing...


  • Auburn, Washington, United States Car Wash Enterprises Full time

    Salary and BenefitsOur customer service representatives can expect a salary range of $19-$25 per hour, depending on experience and performance.We also offer a comprehensive benefits package, including medical, dental, vision, 401(k), bonuses, PTO, holiday pay, employee wellness programs, and tuition reimbursement up to $4,000 per year.


  • Auburn, Alabama, United States Kangaroo Express Full time

    Kangaroo Express seeks a Customer Service Representative to join our team. As a Retail Sales Associate, you will:Key ResponsibilitiesGreet customers and provide exceptional serviceOperate the cash register and handle transactionsMaintain store appearance and ensure high standardsWork collaboratively with colleagues to achieve sales goalsSalary: $12-$15 per...