Financial Services Representative
2 days ago
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 RoleThis 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
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
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