Financial Services Representative

2 days ago


Malvern, Iowa, United States Randstad Full time
Job Overview

We are seeking a motivated and customer-focused Financial Services Representative to join our team. In this hybrid position, you will provide exceptional client service by taking inbound calls and serving as the initial point of contact for clients.

Our ideal candidate has a strong background in customer service, prior experience in the insurance or financial industry, and excellent communication skills. If you are passionate about delivering exceptional client experiences and have a knack for problem-solving, we encourage you to apply.

About the Role

This is a full-time opportunity with a competitive salary of $46,200 per year ($23/hour), based on a 40-hour workweek. The role requires flexibility to work between 8:30AM and 7PM, Monday through Friday, with a hybrid schedule that includes three days in the office and two remote days.

The successful candidate will be responsible for:

  • Providing exceptional client service by responding to client requests, resolving general account issues, and providing digital assistance
  • Demonstrating strong interpersonal and client relationship management skills
  • Following standardized procedures to meet client needs
  • Self-sufficiently utilizing multiple resources to find answers and resolutions independently while meeting department efficiency metrics
Requirements

To succeed in this role, you will need:

  • 2 years of customer service experience and prior experience in the insurance or financial industry
  • An undergraduate degree in Business, Finance, Communications, or an equivalent combination of training and experience
  • Exceptional client-relation, telephone etiquette, and communication (oral and written) skills
  • Adaptability and ability to work in a fast-paced environment
  • A working knowledge and ability to use multiple computer software/systems simultaneously


  • Malvern, Iowa, United States Randstad Full time

    Job OverviewWe are seeking a skilled Financial Services Representative to join our team. As a Financial Services Representative, you will be the initial point of contact for clients, providing exceptional client service and answering inquiries related to financial products and services.About the Role:Serve as the primary point of contact for clients,...


  • Malvern, Iowa, United States OA Paul Insurance and Financial Ser Full time

    OA Paul Insurance and Financial Services is a fast-paced agency in Malvern, PA, seeking an experienced Insurance Business Development Representative to join our successful sales team. The ideal candidate will be responsible for growing our Auto, homeowner's, Life, and Health business.Key Requirements:Life and Health License PreferredProperty and Casualty...


  • Malvern, Iowa, United States OA Paul Insurance and Financial Ser Full time

    About Our State Farm Exclusive AgencyWe are a fast-paced and successful State Farm Agency in the Malvern area, seeking a career-minded individual to join our sales team. As an Account Associate Sales Representative, you will be responsible for growing our Auto, homeowner's, Life, and Health business.With a strong focus on customer service, you will provide...


  • Malvern, Iowa, United States Gateway Search Associates Full time

    Gateway Search Associates is a reputable recruitment agency partnering with a dynamic CPA firm located on the Main Line. The firm consists of four experienced CPAs, three of whom are partners, and a dedicated team of staff members.About the RoleWe are seeking a highly skilled and motivated Certified Public Accountant (CPA) to join their team as a Tax and...


  • Malvern, Iowa, United States Bumble Roofing of Greater Philadelphia Full time

    We are seeking highly motivated individuals to join our team at Bumble Roofing of Greater Philadelphia as Associate Roofing Pros. This is an exciting opportunity for those looking to start a career in home service sales with the potential for rapid advancement to a senior sales position.About the JobLead Generation: Engage in door-to-door prospecting to...


  • Malvern, Iowa, United States Randstad Full time

    Job OverviewRandstad Staffing is a leading provider of outsourcing, staffing, consulting, and workforce solutions. We have an exciting opportunity for a Customer Service Representative to join our team.


  • Malvern, Iowa, United States OA Paul Insurance and Financial Ser Full time

    About the JobAs an Account Associate Sales Representative, you will be responsible for growing our Auto, homeowner's, Life, and Health business in the Malvern area. You will work closely with our agent to establish and meet marketing goals, develop leads, schedule appointments, and identify customer needs.


  • Malvern, Iowa, United States OA Paul Insurance and Financial Ser Full time

    About Our Job OpportunityWe are a fast-paced State Farm Agency in the Malvern area, seeking a sales representative to join our team. As an Account Associate Sales Representative, you will be responsible for growing our Auto, homeowner's, Life, and Health business.In this role, you will provide prompt, accurate, and friendly responses to customer inquiries,...


  • Malvern, Iowa, United States Wegmans Food Markets Full time

    Job OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Experience Representative. As a key member of our Perishable Department, you will be responsible for delivering exceptional customer service and creating a positive shopping experience for our valued customers.About the RoleProvide personalized...


  • Malvern, Iowa, United States OA Paul Insurance and Financial Ser Full time

    About Our AgencyOur State Farm Exclusive Agency in the Malvern area is looking for a goal orientated and hard-working individual to help us expand our market share. As an Account Associate Sales Representative, you will be responsible for growing our Auto, homeowner's, Life, and Health business.You will provide exceptional customer service, develop leads,...


  • Malvern, Iowa, United States Wegmans Food Markets Full time

    Job OverviewWe are seeking a dedicated and customer-focused team member to join our Wegmans Curbside Pickup team as a Store Shopper. As a key player in providing exceptional customer service, you will be responsible for utilizing the latest technology to engage with customers through an app, shopping their orders and staging them for pickup.


  • Malvern, Iowa, United States Bumble Roofing of Greater Philadelphia Full time

    Job Opportunity: Bumble Roofing of Greater Philadelphia is seeking ambitious and motivated individuals to join our team as Associate Roofing Pros. This role offers excellent career growth opportunities with a competitive salary of $50,000 plus commission earnings.**Key Responsibilities:**• Lead generation through door-to-door prospecting to identify...


  • Malvern, Iowa, United States Bumble Roofing of Greater Philadelphia Full time

    Roofing Sales Career OverviewAt Bumble Roofing of Greater Philadelphia, we are seeking a motivated individual to fill the role of Associate Roofing Pro.Key ResponsibilitiesLead Generation: Engage in door-to-door prospecting to identify potential customers interested in roofing services.Product Knowledge: Develop a comprehensive understanding of our roofing...


  • Malvern, Iowa, United States Gateway Search Associates Full time

    Company OverviewGateway Search Associates represents a small, dynamic CPA firm located on the Main Line with a team of four CPAs and three partners. This esteemed firm provides high-quality accounting, tax, audit, and consulting services to a diverse range of clients across various industries.


  • Malvern, Iowa, United States BDO Full time

    Role SummaryAn experienced professional is sought to join our Tax Exempt Services team as a consultant. The ideal candidate will possess expertise in compliance and financial management, with a strong understanding of tax-exempt organizations.


  • Malvern, Iowa, United States Bumble Roofing of Greater Philadelphia Full time

    Career Advancement: Join Bumble Roofing of Greater Philadelphia as an Associate Roofing Pro and take advantage of fast-track opportunities for advancement within the company. With a competitive salary of $50,000 plus commission earnings, this role offers unlimited earning potential based on sales performance. Our comprehensive training program will enhance...

  • Roofing Sales Expert

    15 hours ago


    Malvern, Iowa, United States Bumble Roofing of Greater Philadelphia Full time

    Become a key player in our team at Bumble Roofing of Greater Philadelphia as an Associate Roofing Pro. This role offers a chance to kick-start your career in home service sales with the potential for quick advancement to a senior sales position.About the RoleEngage in lead generation through door-to-door prospecting to identify potential customers interested...


  • Malvern, Iowa, United States Aramark Full time

    Aramark Healthcare+ seeks a seasoned culinary expert to lead their food service team at a prestigious healthcare facility in Pennsylvania.About the RoleAs Director of Culinary Operations, you will oversee all food service activities, ensuring seamless execution and adherence to high standards. This includes managing departments, establishing effective...


  • Malvern, Iowa, United States Randstad Full time

    **Job Overview**We are seeking a highly motivated and experienced professional to join our team as an Investment Solutions Professional.This role will provide the opportunity to work with clients, understand their unique investment needs, and position appropriate solutions or actions. The ideal candidate will have strong communication and relationship...

  • Sales Consultant

    3 days ago


    Malvern, Iowa, United States Bumble Roofing of Greater Philadelphia Full time

    At Bumble Roofing of Greater Philadelphia, we are seeking ambitious and motivated individuals to join our team as Associate Roofing Pros. This is an excellent opportunity for those looking to break into the home service sales industry with the potential for rapid advancement to a senior sales position.Job ResponsibilitiesLead Generation: Engage in...