Financial Services Coordinator
5 days ago
About Clicklease
Clicklease is a rapidly growing FinTech company that is disrupting the $1+ trillion financial services industry. Our proprietary technology platform and machine-learning decisioning algorithms are changing the face and pace of commercial equipment finance.
Job Summary
We are seeking motivated and customer-oriented individuals to join our call center team as a Call Center Representative. As a key member of our team, you will be the first point of contact for our customers, providing exceptional service and support.
Key Responsibilities
- Answer incoming calls and assist customers with their inquiries, requests, and concerns.
- Provide information about Clicklease products and services.
- Process customer orders, applications, and payments.
- Resolve customer complaints and escalate issues when necessary.
- Keep accurate and detailed records of customer interactions and transactions in our CRM system.
- Collaborate with other team members and internal departments to resolve customer issues and ensure a seamless customer experience.
Requirements
- Excellent verbal and written communication skills.
- Strong customer service and problem-solving skills.
- Ability to multitask and handle a high volume of calls.
- Proficient in using CRM systems and other call center tools.
- Detail-oriented and able to maintain accurate records.
- High school diploma or equivalent.
- Previous call center experience is a plus.
- Bilingual proficiency in English and Spanish is a plus.
- Ability to work in a fast-paced and dynamic environment.
Benefits
- Paid life and private medical insurance.
- Personal days.
- US dollars salary paid.
- Access to technical training.
- Growth opportunities.
- Amazing office culture.
- Company-sponsored events.
-
Financial Services Advisor
2 weeks ago
Salt Lake, Utah, United States PNC Financial Services Group Full timePosition Overview: The role of the Investment Services Consultant (FINRA Licensed) at PNC is pivotal in our mission to provide exceptional financial guidance and support to our clients. About Us: At PNC, we pride ourselves on our inclusive workplace culture where every employee is valued and empowered to contribute to our collective success. Role...
-
Client Service Associate
1 week ago
Salt Lake, Utah, United States Ameriprise Financial Services, Inc. Full timeAbout the RoleAmeriprise Financial Services, Inc. is seeking a highly skilled Client Service Associate to join our team. As a key member of our client service team, you will play a critical role in providing exceptional support to our advisors and clients.Key ResponsibilitiesAssist advisors in servicing clients by preparing financial plans, conducting...
-
Financial Services Customer Care Agent
3 weeks ago
Salt Lake, Utah, United States Security National Financial Full timeMortgage 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...
-
Financial Services Coordinator: BankTalent HQ
2 weeks ago
Salt Lake, Utah, United States BankTalent HQ Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Client Account Service Associate to join our team at BankTalent HQ. This role will be based in Salt Lake City, UT and will be part of our Zions Wealth Management division.Key ResponsibilitiesManage the execution of client service activities for multiple Wealth Advisors across multiple...
-
Financial Analyst III
41 minutes ago
Salt Lake, Utah, United States Utah Department of Human Services Full timeJob Title: Financial Analyst IIIJob Summary:We are seeking a highly organized and detail-oriented Financial Analyst III to join our team at the Utah Department of Natural Resources. As a key member of our Public Lands Policy Coordinating Office, you will be responsible for managing accounting and budget activities, providing fiscal information, and ensuring...
-
Financial Transaction Coordinator
8 hours ago
Salt Lake, Utah, United States Ken Garff Automotive Group Full timeKen Garff Automotive Group is seeking a skilled Accounting Clerk to work in their Corporate Office in downtown Salt Lake City. This position will be responsible for processing all invoices received for payment and for undertaking the payment of all creditors in an accurate, efficient, and timely manner.Responsibilities:* Process accounts, incoming invoices,...
-
Financial Services Representative
1 week ago
Salt Lake, Utah, United States WaFd Bank Full timeJob SummaryWaFd Bank is seeking a skilled Financial Services Representative to join our team. As a Personal Banker, you will play a critical role in helping clients achieve their financial goals by providing exceptional customer service and expert financial guidance.Key ResponsibilitiesBuild strong relationships with clients to understand their financial...
-
Financial Services Representative
1 week ago
Salt Lake, Utah, United States Utah First Credit Union Full timeJob 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...
-
Financial Services Professional
3 weeks ago
Salt Lake, Utah, United States Wealth Strategies Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Representative to join our team at Wealth Strategies. As a Financial Representative, you will play a critical role in helping individuals and businesses achieve their financial goals.Key ResponsibilitiesWork with clients to understand their financial objectives, concerns, and...
-
Financial Services Representative
1 week ago
Salt Lake, Utah, United States Fidelity TalentSource LLC Full timeAbout 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...
-
Financial Services Professional
2 weeks ago
Salt Lake, Utah, United States Wealth Strategies Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Representative to join our team at Wealth Strategies. As a Financial Representative, you will play a critical role in helping individuals and businesses achieve their financial goals.Key ResponsibilitiesWork with clients to understand their financial objectives, concerns, and...
-
Financial Services Representative
2 weeks ago
Salt Lake, Utah, United States Transwest Credit Union Full timeJob 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:...
-
Financial Services Representative
2 weeks ago
Salt Lake, Utah, United States Fidelity TalentSource LLC Full timeAbout 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...
-
Financial Services Representative
2 days ago
Salt Lake, Utah, United States TransWest Credit Union Full timeJob SummaryWe are seeking a highly skilled and customer-focused individual to join our team as a Financial Services Representative. 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 ResponsibilitiesProcess member financial...
-
Financial Services Representative
5 days ago
Salt Lake, Utah, United States Fidelity TalentSource LLC Full timeJob Description:We are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. In this role, you will have the opportunity to work with a diverse range of customers, providing exceptional service and support to help them achieve their financial goals.Key Responsibilities:Provide outstanding customer...
-
Rehabilitation Services Coordinator
3 weeks ago
Salt Lake, Utah, United States St. Mark's Hospital Full timePosition OverviewWelcomeAre you seeking a workplace that champions diversity and inclusivity? Join our team at St. Mark's Hospital as a Rehabilitation Services Coordinator and discover the true essence of being part of the HCA Healthcare family.Employee BenefitsAt St. Mark's Hospital, we provide a comprehensive rewards package designed to enhance the health,...
-
Financial Services Representative
1 week ago
Salt Lake, Utah, United States Fidelity Investments Full timeAbout the RoleFidelity Investments is seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. In this role, you will play a critical part in delivering exceptional customer service and support to our clients.Key ResponsibilitiesProvide timely and effective support to customers via phone, email, and other...
-
Social Services Coordinator
6 days ago
Salt Lake, Utah, United States University of Utah Health Full timeJob SummaryUniversity of Utah Health is seeking a skilled Social Services Coordinator to provide psychological and social support to patients and families. As a key member of our team, you will work under the oversight of a Licensed Clinical Social Worker (L.C.S.W.) to integrate counseling services with overall patient care.ResponsibilitiesEvaluate patients...
-
Client Service Specialist
3 days ago
Salt Lake, Utah, United States Prime Capital Financial Full timeClient Service SpecialistWe are seeking a highly motivated and detail-oriented Client Service Specialist to join our team at Prime Capital Investment Advisors. As a Client Service Specialist, you will play a critical role in serving our clients and supporting the successful operation of our market locations.Key Responsibilities:Organize and manage...
-
Customer Service Representative
5 days ago
Salt Lake, Utah, United States OneMain Financial Full timeOneMain 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...