Financial Services Representative
6 days ago
The estimated salary for this role is between $55,000 and $65,000 per year, depending on your level of experience and qualifications. This compensation package reflects the importance of providing excellent customer service and supporting the growth of our clients' financial portfolios.
Job Description
This is an exciting opportunity to join our team as a Wealth Management Brokerage Client Service Specialist. In this role, you will play a critical part in delivering exceptional customer experiences and building long-term relationships with our clients. You will work closely with our financial advisors, sales assistants, risk-management, and compliance teams to ensure that our clients receive tailored solutions to meet their financial needs.
About the Job
We are looking for a skilled and motivated individual who can provide top-notch customer service and support to our clients. As a Wealth Management Brokerage Client Service Specialist, you will have the opportunity to learn about our wealth management investment products and develop a deep understanding of how they can help our clients achieve their financial goals. You will also have the chance to work in a dynamic and collaborative environment with a talented team of professionals who are passionate about delivering exceptional results.
Responsibilities
Your key responsibilities will include:
- Providing exceptional customer service and support to clients across the country.
- Collaborating with internal clients to efficiently carry out day-to-day operations.
- Assisting with money movements and other tasks related to client accounts.
Requirements
To succeed in this role, you will need:
- A minimum of 1 year or more of bank/financial services and/or customer service-related experience.
- Demonstrated history of strong attention to detail.
- Demonstrated ability to work in a fast-paced, team environment with multiple priorities in a collaborative manner.
- Demonstrated strong interpersonal, verbal, and written communication skills.
Benefits
We offer a competitive benefits package, including medical, dental, and vision insurance, 401(k) plan, and paid time off. We are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability.
-
Financial Services Representative
2 weeks ago
Johnston, United States Citizens Full timeJob OverviewCitizens, a reputable financial institution, seeks a skilled Financial Services Representative to provide trusted advice and build lasting relationships with customers.Key Responsibilities:Assist customers with financial solutions, covering spending, saving, borrowing, and investing needs, through personalized recommendations.Foster strong...
-
Johnston, United States Mutual of Omaha Full timeWe are seeking a highly motivated and results-driven Financial Representative Trainee to join our team at Mutual of Omaha. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.About This RoleThis dynamic program...
-
Johnston, United States Citizens Full timeKey ResponsibilitiesAs a Wealth Management Brokerage Client Service Specialist at Citizens, your key responsibilities will include:Handling incoming customer calls with a passion for delivering high-quality solutionsIdentifying opportunities to help customers grow their assets by connecting them with Financial AdvisorsGaining deeper knowledge of Wealth...
-
Financial Services Development Professional
2 weeks ago
Johnston, United States Mutual of Omaha Full timeOverview: As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.In this role, you...
-
IT Financial Analyst
5 days ago
Johnston, United States PRIMUS Global Services, Inc Full timeWe are looking for an IT Financial Analyst to join our team at PRIMUS Global Services, Inc. This role will be based in Johnston, RI and offers an estimated salary of $105,000 per year.In this role, you will perform data loading, validation, and ensure high-quality data management for production. You will also design and deploy custom reports, ensuring they...
-
Sr Sales Enablement Analyst
3 weeks ago
Johnston, United States Compeer Financial Full timeCompeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture! Tell me more about this opportunity. Position Overview: This position is responsible for maximizing the effectiveness of the Sales Enablement team by providing essential tools, resources, and training. Collaborates with Sales...
-
Customer Service Representative
5 days ago
Johnston, Iowa, United States Walgreens Full timeJob OverviewAs a Customer Service Representative at Walgreens, you'll deliver an exceptional customer experience by registering sales on assigned cash registers and providing courteous checkout service.Key Responsibilities:Model and deliver a distinctive customer experienceRecommend items for sale to customersProvide fair, friendly, and efficient checkout...
-
Customer Service Representative
2 months ago
Johnston, United States Delta Dental of Iowa Full timeJob Type Full-time Description Come Smile with Us! At Delta Dental of Iowa, Customer Service Representatives directly deliver the exceptional quality service we have been known for in our industry. If you have a background in customer service, a passion for service excellence, and a strong ability to handle multiple demands for your time, this is the...
-
Financial Rep – Upcoming Grad
2 weeks ago
Johnston, IA, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales) - Des Moines, IA Location: Iowa Work Type: Full Time Regular Job No: 503425 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...
-
customer service representative
2 days ago
johnston, United States Randstad US Full timecustomer service representative (johnston, ri). + johnston , rhode island + posted 2 days ago **job details** summary + $18.50 - $19 per hour + temp to perm + high school + category office and administrative support occupations + referenceAB_4684054 job details Exciting Opportunity: Customer Service Representative (CSR) Pay: $19/hour Schedule:...
-
Customer Support Representative II
1 month ago
Johnston, United States Kelly Services, Inc. Full timeLocation: Johnston, IA Pay Rate: $20 USD per hour Assignment Length: 36 months (As a W 2 employee of Kelly. OCG working for John Deere) Shift Information: Rotating shifts - Candidate must be available to work any 8-hour shift within the 7 am-7 pm sup Support, Representative, Customer, Retail, Staffing
-
Member Service Representative
3 weeks ago
Johnston, United States Planet Fitness Inc. Full timeJob Summary The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. * Customer Service/Front Desk Activities * Greet members and guests, providing exceptional customer service and doing your best to make...
-
Intern Legal
1 week ago
Johnston, United States Compeer Financial Full timeCompeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!Tell me more about this opportunity.Position Overview:This internship will assist attorneys with general legal research and provide general assistance with legal and administrative tasks in support of the Legal & Compliance...
-
Intern Legal
1 week ago
Johnston, United States Compeer Financial Full timeCompeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!Tell me more about this opportunity.Position Overview:This internship will assist attorneys with general legal research and provide general assistance with legal and administrative tasks in support of the Legal & Compliance...
-
Customer Service Representative
3 weeks ago
Johnston, United States Planet Fitness Inc. Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Planet Fitness Inc. This role is ideal for individuals who are passionate about fitness, health, and delivering exceptional member experiences.Key ResponsibilitiesProvide top-notch customer service to members, guests, and prospective...
-
Weekend Member Service Representative
2 weeks ago
Johnston, United States Planet Fitness Inc. Full timeJob SummaryThe Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests.* Customer Service/Front Desk Activities* Greet members and guests, providing exceptional customer service and doing your best to make members...
-
Customer Service Representative
4 days ago
Johnston, Iowa, United States Delta Dental of Iowa Full time**Company Overview:** Delta Dental of Iowa is a leading provider of dental and vision insurance in the state, committed to improving health and wellness through innovative products and services.We are currently seeking a detail-oriented and organized part-time Operations Support Specialist to join our dynamic team. This role involves handling various tasks...
-
Weekend Member Service Representative
7 months ago
Johnston, United States Planet Fitness Full timeJob Summary The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. - Customer Service/Front Desk ActivitiesGreet members and guests, providing exceptional customer service and doing your best to make members...
-
Insurance Call Center Representative
2 weeks ago
Johnston, United States Randstad North America, Inc. Full timeExciting Opportunity: Customer Service Representative (CSR) Pay: $19/hour Schedule: Monday - Friday, 8:30 AM - 5:00 PM Location: In Office/ Johnston, RI Are you passionate about delivering excellent customer service? Do you thrive in a fast-paced, te Representative, Call Center, Insurance, Customer Service, Retail, Staffing
-
Client Services Specialist
2 months ago
Johnston, United States Citizens Financial Group, Inc. Full timeAs a successful member of Commercial Operations, you will be asked to meet and exceed department service and quality standards, while maintaining consistent levels of communication with external customers and colleagues. Specialist will perform root Client Service, Specialist, Operations, Banking, Business Services, Client