Financial Services Representative
1 week ago
We are seeking a highly skilled and motivated individual to join our team as a Registered Client Associate. In this role, you will provide exceptional service to clients via telephone, direct interaction, and written correspondence, while assisting Financial Advisors with sales, service, and operational activities.
Key Responsibilities- Provide top-notch customer service to clients, responding to inquiries and resolving issues in a timely and professional manner.
- Assist Financial Advisors with sales, service, and operational activities, including account maintenance and client onboarding.
- Facilitate client requests for account-related services, ensuring seamless and efficient transactions.
- Collaborate with Financial Advisors to identify and pursue business opportunities, driving revenue growth and client satisfaction.
- High school diploma or equivalent required; associate's or bachelor's degree preferred.
- Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
- Strong analytical and problem-solving skills, with the ability to adapt to changing priorities and deadlines.
- Proficiency in Microsoft Office applications, including Word, Excel, and Outlook.
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Financial Services Representative
4 weeks ago
Wilmington, North Carolina, United States Western & Southern Life Full timeJob SummaryWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at Western & Southern Life. As a Financial Services Representative, you will play a critical role in meeting the financial needs of our clients by providing expert advice and guidance on insurance and investment solutions.Key...
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Financial Services Representative
2 weeks ago
Wilmington, North Carolina, United States Western & Southern Life Full timeJob Title: Financial RepresentativeJob Summary:The Financial Representative is a key role at Western & Southern Life, responsible for meeting the financial needs of middle-income clients. This involves educating clients, analyzing their needs, and recommending tailored solutions in an ethical and client-focused manner.Responsibilities:Market Development:...
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Financial Services Representative
4 weeks ago
Wilmington, North Carolina, United States First Citizens Bank Full timeJob SummaryWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at First Citizens Bank. As a Financial Services Representative, you will play a critical role in supporting sales and service delivery by floating to different branches within a market.Key ResponsibilitiesProactive Outreach: Develop and execute...
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Customer Service Representative
4 weeks ago
Wilmington, North Carolina, United States First American Financial Company Full timeJob SummaryAs a Customer Service Representative at First American Financial Company, you will play a critical role in ensuring customer satisfaction and retention. This position requires a strong customer service background, excellent communication skills, and the ability to work in a fast-paced environment.Key ResponsibilitiesProvide exceptional customer...
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Financial Services Associate
2 weeks ago
Wilmington, North Carolina, United States Truist Financial Corporation Full timeFinancial Services Job Description **Job Summary:** We are seeking a highly skilled and detail-oriented Registered Client Service Associate to join our team at Truist Financial Corporation. As a key member of our Financial Services team, you will be responsible for providing exceptional support to our Financial Advisors, ensuring seamless day-to-day...
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Financial Services Associate
3 weeks ago
Wilmington, North Carolina, United States Truist Financial Corporation Full timeJob SummaryThis is an in-office position located at our Wilmington, NC location. As a Financial Services Associate, you will provide administrative and operational support to our Financial Advisors, including business development assistance and client service.Key ResponsibilitiesProvide general servicing and support to Financial AdvisorsAssist with...
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Financial Services Specialist
2 weeks ago
Wilmington, North Carolina, United States Bankers Life Full timeUnlock Your Potential as a Financial Services ProfessionalAt Bankers Life, we're seeking driven individuals to join our team of Insurance Agents and Financial Representatives. If you're passionate about helping others achieve their financial goals, enjoy building relationships, and are eager to advance your career, we'd love to hear from you.Our...
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Financial Center Representative
3 weeks ago
Wilmington, North Carolina, United States Fulton Bank Full timeAbout the RoleFulton Bank is seeking a highly motivated and customer-focused Financial Center Representative to join our team. As a key member of our Financial Center team, you will be responsible for providing exceptional customer service and sales support to our customers.Key ResponsibilitiesCustomer Service: Provide proactive sales conversations through...
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Customer Service Representative
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Wilmington, North Carolina, United States TeleSearch Staffing Solutions Full timeJob Title: Call Center RepresentativeAt TeleSearch Staffing Solutions, we are seeking a skilled Call Center Representative to join our team. As a Call Center Representative, you will be part of a referral system that connects people in need with financial assistance, addiction, mental health, and counseling services.Key Responsibilities:Provide exceptional...
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Customer Service Representative
4 days ago
Wilmington, North Carolina, United States S&S Services Group Inc Full timeJob Title: Part-Time Call Center RepresentativeCAMS, a community association management company, is seeking a part-time call center representative to join our team. As a call center representative, you will be responsible for providing exceptional customer service to our clients and their residents.Job SummaryWe are looking for a highly motivated and...
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Customer Service Representative
2 weeks ago
Wilmington, North Carolina, United States First American Financial Company Full timeCustomer Success Group MissionAt First American Financial Company, we're committed to helping our customers achieve their investment goals faster and get the most out of our platform. Our proven methodology provides a sustainable approach to growth, trusted experts to help customers at every step of the way, and meaningful insights to help put all aspects of...
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Customer Service Representative
1 day ago
Wilmington, North Carolina, United States S&S Services Group Inc Full timeAbout CAMSCAMS is a community association management company with a strong reputation for excellence in the industry. Our team of expertly-trained and certified professionals is dedicated to providing top-notch service to our clients.Job SummaryWe are seeking a Part Time Call Center Representative to join our team. As a Call Center Representative, you will...
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Customer Service Representative
2 weeks ago
Wilmington, North Carolina, United States Waltham Services, LLC. Full timeAbout the Role:We are seeking a highly skilled and motivated Customer Service Representative to join our team at Waltham Pest Services. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our clients and colleagues.Key Responsibilities:Provide timely and effective resolution to customer inquiries and...
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Customer Service Representative
3 weeks ago
Wilmington, North Carolina, United States Waltham Services, LLC. Full timeAbout the Role:We are seeking a highly skilled and motivated Customer Service Representative to join our team at Waltham Pest Services. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our clients and colleagues.Key Responsibilities:Provide timely and effective resolution to customer issues and...
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Patient Services Representative
2 weeks ago
Wilmington, North Carolina, United States UPMC Full timeJob SummaryWe are seeking a Part-Time Patient Services Representative to support our office in Hanover. This role requires 24 hours of work per week, with no holidays or weekends. The position involves some travel to our York office.ResponsibilitiesProvide clear and understandable instructions to patients, ensuring they navigate the healthcare system...
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Virtual Phone Sales Representative
2 weeks ago
Wilmington, North Carolina, United States The WRS Group - Symmetry Financial Full timeJob Title: Virtual Phone SalesWe are seeking a highly motivated and self-driven Virtual Phone Sales professional to join our team at The WRS Group - Symmetry Financial. As a Virtual Phone Sales representative, you will be responsible for building relationships with clients, identifying their financial needs, and providing personalized solutions to meet those...
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Customer Service Representative
4 weeks ago
Wilmington, North Carolina, United States Waltham Services, LLC. Full timeJob SummaryWe are seeking a highly skilled and motivated Customer Service Representative to join our team at Waltham Services, LLC. As a Customer Service Representative, you will be responsible for providing exceptional customer service to clients and colleagues, resolving customer issues and concerns, and maintaining accurate customer records.Key...
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Financial Services Specialist
5 days ago
Wilmington, North Carolina, United States Bankers Life Full timeUnlock Your Potential as a Financial Services ProfessionalAt Bankers Life, we're committed to helping ambitious individuals like you grow their careers in the financial services industry. As a Financial Services Professional, you'll have the opportunity to build a client base, gain expertise through training, and guide clients through important financial...
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Financial Services Specialist
4 weeks ago
Wilmington, North Carolina, United States Bankers Life Full timeAbout Bankers LifeBankers Life is a leading provider of life insurance and financial services, dedicated to helping individuals and families achieve their financial goals.Job SummaryWe are seeking a highly motivated and results-driven Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for building...
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Customer Service Representative
4 weeks ago
Wilmington, North Carolina, United States Jaymi Wessell - State Farm Agent Full timeJob OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Relations Representative at Jaymi Wessell - State Farm Agent. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing exceptional service, and promoting our insurance and...