Financial Services Agent
7 days ago
Randstad is seeking a highly motivated and detail-oriented Customer Service Representative to join our team. As a key member of our financial services team, you will be responsible for providing exceptional customer service and ensuring the accuracy and completeness of client transactions.
Key Responsibilities- Process client transaction requests and review transactions for accuracy, completeness, and adherence to all internal and external regulations.
- Partner with colleagues to resolve complex processing issues and ensure timely completion.
- Develop a working knowledge of processing systems, group policies, and procedures.
- Communicate with clients through outbound calls and written correspondence to clarify incomplete or invalid paperwork.
- 3 years of experience in customer service or a related field.
- Excellent communication and relationship management skills.
- Ability to explain complex information in a clear and concise manner.
- Self-motivation and a drive to succeed in a fast-paced environment.
- A comprehensive benefits package, including health insurance and a 401K contribution.
- An incentive and recognition program to reward your hard work and dedication.
- The opportunity to work with a world leader in matching great people with great companies.
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Financial Services Representative
4 days ago
Malvern, Pennsylvania, United States Stephen Diorio - State Farm Agent Full timeAbout Our AgencyOur mission is to provide exceptional insurance and financial services to individuals and families in our community. We strive to build long-term relationships with our clients by offering personalized solutions and exceptional customer service.Job SummaryWe are seeking a highly motivated and customer-centric Sales Representative to join our...
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Customer Service Representative
5 days ago
Malvern, Pennsylvania, United States Stephen Diorio - State Farm Agent Full timeAbout the RoleWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Stephen Diorio - State Farm Agent. As a key member of our team, you will play a vital role in delivering exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Support: Provide prompt and professional assistance...
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Customer Service Representative
5 days ago
Malvern, Pennsylvania, United States Stephen Diorio - State Farm Agent Full timeJob DescriptionWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Stephen Diorio - State Farm Agent. As a key member of our team, you will play a vital role in delivering exceptional customer service and support to our clients.Key Responsibilities:Customer Support: Provide prompt and personalized support...
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Member Service Representative
3 days ago
Malvern, Pennsylvania, United States TruMark Financial Full timeJob Title: Member Service RepresentativeJob Summary:We are seeking a highly skilled and motivated Member Service Representative to join our Branch Operations team at TruMark Financial. As a Member Service Representative, you will be responsible for delivering exceptional customer service to our members, providing financial solutions, and promoting our...
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Financial Planning Analyst
2 weeks ago
Malvern, Pennsylvania, United States Liberty Personnel Services, Inc. Full timePosition Overview:You will play a crucial role in delivering financial insights and support to the finance division of Liberty Personnel Services, Inc. Your contributions will include assisting with budgeting, forecasting, and financial strategy initiatives, along with providing detailed analysis of financial metrics to aid in informed decision-making.Key...
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Financial Reporting Analyst
2 weeks ago
Malvern, Pennsylvania, United States Liberty Personnel Services, Inc. Full timePosition Overview:You will play a crucial role in delivering financial insights and analytical support to the finance division of Liberty Personnel Services, Inc. Your contributions will include assisting with budgeting, forecasting, and strategic financial planning, along with providing comprehensive analysis of financial data to facilitate informed...
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Financial Reporting Specialist
2 weeks ago
Malvern, Pennsylvania, United States Liberty Personnel Services, Inc. Full timePosition: Financial Reporting SpecialistLiberty Personnel Services, Inc. is in search of a skilled Financial Reporting Specialist to enhance our finance team. This position plays a vital role in delivering essential financial insights and support to improve strategic decision-making.Key Responsibilities: Assist in the creation of financial statements,...
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Financial Services Associate
7 days ago
Malvern, Pennsylvania, United States Randstad Full timeJob SummaryWe are seeking a highly skilled and motivated individual to join our team as a Call Center Representative in the Financial Services industry. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesTake inbound calls to assist clients with changes to their...
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Insurance Sales Associate
6 days ago
Malvern, Pennsylvania, United States OA Paul - State Farm Agent Full timeJob Summary:We are seeking a highly motivated and customer-focused Insurance Sales Associate to join our team at OA Paul - State Farm Agent. As a key member of our team, you will play a vital role in providing exceptional service to our clients and helping them achieve their insurance and financial goals.Responsibilities:Customer Service: Provide outstanding...
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Fraud Investigator
7 days ago
Malvern, Pennsylvania, United States Customers Bank Full timeAbout the RoleWe are seeking a highly skilled Fraud Investigator to join our team at Customers Bank. As a key member of our Fraud Prevention and Investigations Team, you will play a critical role in providing cross-functional, fraud mitigation support.Key ResponsibilitiesConducting Investigations: Conduct routine to complex fraud investigations, suspicious...
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Senior Financial Reporting Analyst
2 weeks ago
Malvern, Pennsylvania, United States The Ladders Full timeAbout the Company:The Ladders is a recognized leader in the career advancement sector, dedicated to connecting professionals with opportunities that align with their skills and aspirations. With a commitment to innovation and excellence, The Ladders is shaping the future of job placement and career development.Job Title:Senior Financial Reporting...
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Financial Reporting Team Lead
3 days ago
Malvern, Pennsylvania, United States The Citco Group Limited Full timeAbout The Citco Group LimitedWe are a leading provider of asset servicing solutions, with a rich history dating back to 1948. Our pioneering spirit continues to drive us forward, as we innovate and expand our services to meet the evolving needs of our clients.About the Team & Business LineFund Administration is our core business, and our alternative asset...
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Financial Operations Specialist
2 weeks ago
Malvern, Pennsylvania, United States Wellworks For You Full timeAbout Wellworks For You: At Wellworks For You, we are committed to ensuring the success of our clients through dedicated service and expertise.Position Overview: We are seeking a hybrid remote Financial Operations Specialist to manage both accounts payable and receivable functions. This role involves working 2 days a week in the office and the remaining days...
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Senior Property Accountant
7 days ago
Malvern, Pennsylvania, United States CubeSmart Full timeAbout the RoleCubeSmart is seeking a highly skilled Senior Property Accountant to join our Accounting team at our headquarters. As a key member of our team, you will be responsible for managing relationships and ensuring accurate preparation of related financial deliverables associated with your portfolio of properties.Key ResponsibilitiesFinancial Statement...
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Client Relations Specialist
2 weeks ago
Malvern, Pennsylvania, United States Stephen Diorio - State Farm Agent Full timeJob OverviewAre you enthusiastic about delivering exceptional client support and making a meaningful difference? Stephen Diorio's team at State Farm is excited to offer a remarkable career opportunity as a Client Relations Specialist. We believe that our team is the ideal environment for individuals who are committed to exceeding our clients'...
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Customer Service Representative
7 days ago
Malvern, Pennsylvania, United States Randstad Full timeJob DescriptionCongratulations on taking your first step to becoming a Client Relationship Associate with Randstad's #1 Client.Takes inbound calls, responding to client requests, resolving general account issues and providing digital assistance. May handle escalated issues.Training Schedule: 4 weeks onsite, 4 weeks remote, 8 weeks totalWork Schedule: Remote,...
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Investment Account Specialist
7 days ago
Malvern, Pennsylvania, United States Randstad Full timeJob SummaryWe are seeking a highly skilled and motivated individual to join our team as a Call Center Representative in the Financial Services industry. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesTake inbound calls to assist clients with changes to their...
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Customer Service Representative
7 days ago
Malvern, Pennsylvania, United States Randstad Full timeJob SummaryWe are seeking a highly skilled and motivated individual to join our team as a Call Center Representative in the Financial Services industry. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesTake inbound calls to assist clients with changes to their...
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Malvern, Pennsylvania, United States Entech Full timeAbout the RoleWe are seeking a highly skilled Oracle Cloud EPM Consultant to join our team at Entech. As a key member of our team, you will be responsible for providing expert-level support and guidance to our clients in implementing and optimizing their Oracle Cloud EPM solutions.Key ResponsibilitiesProvide technical expertise and support for the...
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Transaction Processing Specialist
7 days ago
Malvern, Pennsylvania, United States Randstad Full timeAbout the RoleRandstad is seeking a highly motivated and detail-oriented Customer Service Representative to join our team. As a key member of our financial services team, you will be responsible for processing client transactions, reviewing transactions for accuracy, and communicating with clients through outbound calls and written correspondence.Key...