Financial Services Customer Service Representative

3 days ago


San Diego, California, United States LHH Recruitment Solutions Full time
Job Summary

We are seeking an experienced Financial Services Customer Service Representative to join our client's team on a fully remote, temporary basis for up to 6 months. This position requires call center experience within the financial services industry, along with strong communication skills.

Key Responsibilities
  • Provide top-tier customer service to clients in a professional and timely manner
  • Assist with financial-related inquiries, such as account balances, transactions, and billing issues
  • Troubleshoot and resolve customer concerns while maintaining accurate records of customer interactions
  • Provide guidance on financial products, services, and policies
  • Collaborate with internal teams to ensure customer satisfaction and problem resolution
  • Maintain confidentiality and comply with industry regulations
Requirements
  • 1-2 years of prior experience working in a call center within the financial services industry is required
  • Strong communication, problem-solving, and organizational skills
  • Ability to work independently in a remote setting
  • Proficiency with Microsoft Office Suite
Working Hours
  • 40 hours per week
  • Full-time
  • Remote
  • Monday- Friday
  • 8:00am-5:00pm PST/ 10:00am-7:00pm EST
Compensation and Benefits
  • Contract role up to 6 months
  • Compensation: $18.00-$21.00 per hour DOE

We offer a comprehensive benefits package, including medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and a 401K plan. Our associates may be eligible for paid leave, including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

We are an Equal Opportunity Employer/Veterans/Disabled. To read our Candidate Privacy Information Statement, please navigate to https://www.lhh.com/us/en/candidate-privacy



  • San Diego, California, United States EA Financial Full time

    Empower Financial Well-beingAt EA Financial, our mission is to educate and assist individuals, institutions, and business owners to take control of their finances and secure their future. We pride ourselves on a commitment to excellence, reflected in all aspects of our work.We believe in a holistic approach to financial empowerment, which is why we have a...


  • San Diego, California, United States Service Champions Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Service Champions. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, resolving issues, and ensuring customer satisfaction.Key...


  • San Diego, California, United States EA Financial Full time

    Empower Financial Well-beingAt EA Financial, our mission is to educate and assist individuals, institutions, and business owners to take control of their finances and secure their future. We pride ourselves on a commitment to excellence, reflected in all aspects of our work.We believe in a holistic approach to financial empowerment, which is why we have a...


  • San Diego, California, United States San Diego Financial Center Full time

    Financial Services Career Opportunity **About Us** At San Diego Financial Center, we strive to provide a comprehensive range of financial services to our clients. Our team is dedicated to helping individuals prepare for and live in retirement, while promoting financial literacy and stability. **Job Summary** We are seeking a skilled and passionate...


  • San Diego, California, United States Fidelity TalentSource LLC Full time

    Unlock Your Potential as a Financial Services RepresentativeFidelity Investments is seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will have the opportunity to develop your skills and knowledge in financial services, working closely with our experienced team to provide...


  • San Diego, California, United States Fidelity TalentSource LLC Full time

    Unlock Your Potential as a Financial Services RepresentativeFidelity Investments is seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will have the opportunity to develop your skills and knowledge in financial services, working closely with our experienced team to provide...


  • San Diego, California, United States Northgate Markets Full time

    **Job Summary:**The Financial Services Representative II position at Northgate Markets is a dynamic role that requires excellent sales techniques to promote all financial services while maintaining exceptional customer service and processing financial transactions accurately.**Key Responsibilities:**• Promote all financial services and provide accurate...


  • San Diego, California, United States Cetera Financial Group Full time

    About the RoleCetera Financial Group is seeking a highly skilled and detail-oriented Client Services Representative to join our team. As a Client Services Representative, you will play a critical role in supporting our Financial Advisors with their day-to-day operations, enhancing the customer service level, and experience.Key Responsibilities:Act as a...


  • San Diego, California, United States California Coast Credit Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at California Coast Credit. As a key member of our Member Service Center, you will be responsible for providing exceptional service to our members, processing transactions, and promoting financial products and services.Key...


  • San Diego, California, United States Pilot Freight Service Full time

    **Job Summary**Pilot Freight Services is seeking a dedicated and detail-oriented Customer Service Representative to join our team in San Diego, CA. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, cartage agents, and internal stakeholders.**Key Responsibilities:**Frequent and accurate...


  • San Diego, California, United States Ultimate Staffing Services Full time

    Job SummaryWe are seeking a skilled Customer Service Representative to join our team at Ultimate Staffing Services. As a Customer Service Representative, you will be responsible for handling customer inquiries and complaints in a professional and courteous manner.Key ResponsibilitiesRespond to customer inquiries and resolve issues in a timely and efficient...


  • San Diego, California, United States Northwestern Mutual - Downtown San Diego Full time

    Join Our Team at Northwestern Mutual - Downtown San DiegoWe are proud to be the 2023 Diversity, Equity & Inclusion Grand Award Winner within the entire Northwestern Mutual system, standing out among 78 offices nationwide. Our team is dedicated to providing exceptional service and support to our clients, and we are seeking a talented and motivated individual...


  • San Diego, California, United States Mission Federal Credit Union Full time

    {"title": "Financial Services Representative", "content": "Key ResponsibilitiesAs a Financial Services Representative at Mission Federal Credit Union, you will be responsible for providing exceptional member service and support in a fast-paced retail branch environment. Your primary focus will be on building relationships with members, understanding their...


  • San Diego, California, United States North Island Credit Union Full time

    Member Experience:Developing strong relationships with members is key to providing exceptional sales and service. By understanding their financial needs and goals, we can help them make informed decisions about their banking and financial services. As a Personal Banker/Financial Services Representative, you will work closely with members to identify their...


  • San Diego, California, United States Northwestern Mutual - Downtown San Diego Full time

    Join Our Team at Northwestern Mutual - Downtown San DiegoWe are proud to be the 2023 Diversity, Equity & Inclusion Grand Award Winner within the entire Northwestern Mutual system, standing out among 78 offices nationwide, as well as the #1 office in the company for new advisors. Our team is dedicated to providing exceptional service and support to our...


  • San Diego, California, United States Northwestern Mutual - Downtown San Diego Full time

    Join Our Team at Northwestern Mutual - Downtown San DiegoWe are proud to be the 2023 Diversity, Equity & Inclusion Grand Award Winner within the entire Northwestern Mutual system, standing out among 78 offices nationwide. Our team is dedicated to providing exceptional service and support to our clients, and we are seeking a talented and motivated individual...


  • San Diego, California, United States American Retail Services Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at American Retail Services. As a key member of our retail team, you will be responsible for providing exceptional customer service and support to our customers.Key ResponsibilitiesProvide friendly and courteous service to all customersOperate a...


  • San Marcos, California, United States Trifunovic Insurance and Financial Services - State Farm Agent Full time

    Job OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Relations Representative at Trifunovic Insurance and Financial Services - State Farm Agent.Key ResponsibilitiesEstablish and maintain strong relationships with customers, providing exceptional service and support.Respond to customer inquiries and...


  • San Diego, California, United States American Retail Services Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at American Retail Services. As a key member of our retail team, you will be responsible for providing exceptional customer service and support to our customers.Key ResponsibilitiesProvide friendly and courteous service to all customersOperate a...


  • San Diego, California, United States Phil Levi-District Office Full time

    Job OpportunityWe are excited to offer a unique business opportunity for entrepreneurs who want to develop their own life insurance and financial services business. As a Farmers Financial Services Agent, you will have the chance to build lasting relationships with our customers and help them achieve their financial goals.Key Responsibilities:Develop and...