Financial Services Representative

4 days ago


MagstattleBas, Grand Est, United States Fidelity Investments Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving issues, and processing transactions accurately.

Key Responsibilities
  • Establish rapport and show empathy with customers, making them feel valued
  • Effectively use internal resources to arrive at the right solution for the client
  • Demonstrate excellent customer service skills with perseverance to resolve issues and process transactions accurately
  • Define a problem clearly and raise concerns when necessary
  • Take initiative for acquiring the expertise and knowledge to effectively resolve customer issues
  • Assist customers with professionalism while following measurable business goals
Requirements
  • A degree or customer service experience is helpful
  • Listening and empathy skills to support the challenges of our diverse customers
  • Excellent communications skills (both written and verbal) supporting customers through multiple channels
  • An "of service" attitude towards others and being a supportive teammate
  • Personal computer proficiency - can type 40 words per minute and pass a standard English grammar test
  • Pro-active problem-solving skills
  • Ability to manage challenging situations and conversations via voice or digital channels
  • Utilizing effective questioning to uncover hidden customer needs
  • Identifying the actions needed to obtain positive outcomes
Benefits
  • Flexible benefits that support you through every stage of your life
  • Empowering you to thrive professionally and personally
  • Monday - Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST)
  • Overtime hours are encouraged during peak call periods


  • Magstatt-le-Bas, Grand Est, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're seeking a highly skilled and motivated Financial Services Representative to join our team. As a key member of our service team, you'll play a critical role in helping clients achieve their financial goals.Key ResponsibilitiesProvide exceptional client service and support, answering inbound calls and addressing client...


  • Magstatt-le-Bas, Grand Est, United States Charles Schwab Full time

    About the RoleWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Charles Schwab. As a key member of our service team, you will be responsible for providing exceptional financial guidance and support to our clients, building lasting relationships built on trust and respect.In this exciting role, you...


  • Magstatt-le-Bas, Grand Est, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Licensed Financial Services Representative, you'll play a critical role in helping clients achieve their financial goals.Key ResponsibilitiesProvide financial guidance and support to clients through inbound calls, taking ownership of complex...


  • Magstatt-le-Bas, Grand Est, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Licensed Financial Services Representative, you'll play a critical role in helping clients achieve their financial goals.Key ResponsibilitiesProvide financial guidance and support to clients through inbound calls, taking ownership of complex...


  • Magstatt-le-Bas, Grand Est, United States Charles Schwab Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our Schwab Service Team as a Financial Services Representative. In this exciting role, you will have the opportunity to educate clients about investment strategies, trading tools, and market mechanics, while also engaging with clients and advocating for their needs.Key...


  • Magstatt-le-Bas, Grand Est, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly skilled and empathetic Financial Customer Service Representative to join our team at Fidelity Investments. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving their financial queries, and ensuring their overall satisfaction with our...


  • Magstatt-le-Bas, Grand Est, United States First National Bank of Omaha Full time

    At First National Bank of Omaha (FNBO), our employees are the core of our narrative, and we are dedicated to their growth and success. Below are the details of this career opportunity and its significance in our organization's achievements. Our Modern, Adaptive Workplace: We embrace a Modern, Adaptive Workplace, continuously seeking advancements in...


  • Magstatt-le-Bas, Grand Est, United States Dorhout Retirement Services Full time

    Job DescriptionWe are seeking a highly motivated and results-driven Sales Representative to join our team at Dorhout Retirement Services. As a Sales Representative, you will be responsible for generating new business opportunities and growing our customer base.Key Responsibilities:Develop and execute a strategy to identify and pursue new business...


  • Magstatt-le-Bas, Grand Est, United States Centris Full time

    About the RoleWe are seeking a highly motivated and detail-oriented individual to join our team as a Contact Center Representative. As a key member of our customer service team, you will be responsible for providing top-notch service to our valued members, answering their inquiries, and resolving their issues in a timely and professional manner.Key...


  • Magstatt-le-Bas, Grand Est, United States Asianfamilymkt Full time

    Compensation and Benefits OverviewAt Asianfamilymkt, we offer a competitive compensation package that includes a range of benefits to support your financial well-being. Our benefits include:Competitive hourly rateOpportunities for overtime payDiscounts on store merchandiseReviews and RatingsWe value your feedback and encourage you to share your experiences...


  • Magstatt-le-Bas, Grand Est, United States Fiserv Full time

    Job Title: Customer Service RepresentativeJob Purpose: We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving issues, and driving customer satisfaction.Key...


  • Magstatt-le-Bas, Grand Est, United States PENFED Credit Union Full time

    About the Role:We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at PENFED Credit Union. As a key member of our customer service team, you will be responsible for providing exceptional service to our members, answering their inquiries, and resolving any issues they may have.Key Responsibilities:Answer...


  • Magstatt-le-Bas, Grand Est, United States BMO Financial Group Full time

    Financial Crimes Investigator RoleBMO Financial Group is seeking a skilled Financial Crimes Investigator to play a critical role in identifying, assessing, and reporting on potential financial crimes.Conduct thorough investigations to identify and assess potential financial crimes, utilizing industry knowledge and analytical skills.Develop and implement...


  • Magstatt-le-Bas, Grand Est, United States OrthoNebraska Clinic Full time

    **Job Summary**OrthoNebraska Clinic is seeking a highly skilled and experienced Customer Service Representative to join our Patient Financial Services team. As a key member of our team, you will be responsible for providing exceptional customer service to patients and other third parties, resolving billing and payment issues, and promoting a team...


  • Magstatt-le-Bas, Grand Est, United States Hilton Hotels & Resorts Full time

    Hilton Hotels & Resorts is in search of a Guest Services Representative to enhance our Front Office Team.This role offers a full-time schedule with adaptable hours, including weekends and holidays. We provide an array of benefits such as health insurance, dental and vision coverage, retirement plans, generous paid leave, travel perks, educational assistance,...


  • Magstatt-le-Bas, Grand Est, United States Aramark Uniform Services Full time

    Job Summary:Aramark Uniform Services is seeking a highly motivated and customer-focused Relief Customer Service Representative Driver to join our team. As a Relief Customer Service Representative Driver, you will be responsible for providing exceptional customer service, safely operating a company vehicle, and meeting sales goals.Key Responsibilities:Safely...


  • Magstatt-le-Bas, Grand Est, United States Children's Hospital & Medical Center Full time

    Job OverviewSchedule: Full-Time, Monday to Friday, 8:00 AM - 4:30 PMAt Children's Hospital & Medical Center, we pride ourselves on being the premier pediatric healthcare provider in the region. Our dedicated team is committed to excellence and inclusivity, fostering an environment where each member is valued and supported. As we expand our services and...


  • Magstatt-le-Bas, Grand Est, United States Fiserv Full time

    Job Summary:We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Fiserv. As a key member of our customer support team, you will be responsible for providing exceptional service to our clients, resolving issues, and ensuring a positive experience for our customers.Key Responsibilities:Provide timely and...


  • Magstatt-le-Bas, Grand Est, United States Bank of Montreal Full time

    Job Summary:We are seeking a highly skilled Customer Experience Specialist to join our team at the Bank of Montreal. As a key member of our Retail Banking Sales & Service team, you will be responsible for delivering exceptional service to our customers and prospects.Key Responsibilities:Identify customer needs and provide advice and guidance regarding...


  • Magstatt-le-Bas, Grand Est, United States Premier Bank, Omaha Full time

    Job Title: Universal BankerWe are seeking a dedicated Universal Banker who is committed to delivering outstanding customer service and support. This role is ideal for individuals with experience in the financial sector or sales who are eager to assist clients with their banking needs.Working Hours: 8am-5pm, with rotating Saturdays until noon. Flexibility for...