Customer Service Financial Specialist

About the OpportunityFDR Financial Group is a boutique financial planning firm established in 1983, providing comprehensive financial planning services to approximately 350 high net worth families. We are seeking a skilled Brokerage Operations Expert to join our team and contribute to our success.Key ResponsibilitiesOpening and servicing brokerage, advisory,...

About the Role:FDR Financial Group is a boutique financial planning firm established in 1983, offering comprehensive financial planning services to approximately 350 high-net-worth families. We seek a detail-oriented Registered Field Assistant to join our team, supporting clients with brokerage, advisory, and 529 account services.Responsibilities:Account...

Customer Service Specialist Role SummaryAs a Customer Service Specialist at Floor & Decor, you'll be responsible for providing exceptional customer experiences, answering questions, and resolving issues in a professional and courteous manner. You'll also be responsible for completing transactions accurately and efficiently, as well as maintaining a clean and...

We are seeking a skilled Senior Insurance and Financial Services Professional to join our team at Advanced Insurance & Financial Services LLC. This exciting opportunity offers a competitive salary of $60,000 - $80,000 per year, depending on experience.Job DescriptionThe ideal candidate will be responsible for providing expert advice to clients on insurance...

Job OverviewFDR Financial Group is seeking an experienced Registered Field Assistant to join our team. This role will be responsible for providing exceptional client service and support in the areas of brokerage, advisory, and 529 accounts.Key Responsibilities:Opening and servicing brokerage, advisory, and 529 accounts with high net worth clientsServing as a...

OverviewWe are seeking a highly skilled Senior Implementation Specialist to join our team at ClassWallet, a leading financial technology company serving public agencies. As a key member of our implementation services team, you will play a pivotal role in delivering exceptional support and service to our valued clients.

About the RoleWe require an Accounts Receivable Customer Service specialist to join our team at ACCOUNTSULT LLC. As a key member of our staff, you will be responsible for assisting Homeowners with technical issues.Key ResponsibilitiesResolve customer inquiries and complaints in a courteous and efficient manner.Communicate clearly and provide accurate...

About the RoleWe are looking for a dedicated Customer Experience Specialist to join our BrightStar Credit Union team. As a key member of our team, you will play a crucial role in delivering exceptional customer experiences and promoting our products and services.Key Responsibilities:Deliver personalized service to members, identifying their financial needs...

We are looking for a driven professional to join our dynamic team at Randstad North America, Inc. as a Senior Financial Operations Specialist.About the RoleThis is a unique opportunity to make a significant impact in a fast-paced industry where precision and organization are essential.As a Senior Financial Operations Specialist, you will be responsible for...

Job SummaryWe are seeking a Customer Service Representative to join our team at Home Service Partners. In this role, you will be responsible for providing exceptional customer service to our clients via phone and chat.About the JobAs a Customer Service Representative, you will be the face of our company and play a crucial role in building strong...

Job TitleA Customer Experience Specialist in our Wellness Services team plays a vital part in delivering an exceptional customer experience at Restore locations.Key Responsibilities:Greet clients and assist them with Restore's wellness services, ensuring a seamless and personalized experience.Help clients via phone, return important voicemails, and...

Job OverviewBrightStar Credit Union is committed to providing exceptional service and fostering a diverse work environment. As an Account Service Specialist, you will play a vital role in meeting the financial needs of our growing community.

About the RoleWe are seeking a highly skilled Float Member Advisor to join our team at Educational Federal Credit Union. As a Float Member Advisor, you will be responsible for providing exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries.Key Responsibilities:Process various types of...

Job OverviewWe are seeking an experienced Financial Operations Specialist to join our team in Hollywood, FL.This role is responsible for providing daily bookkeeping support for 3 company accounts, maintaining QuickBooks and QB Projects, and assisting the Accounting Manager with USA-based accounts payable & receivable tasks.ResponsibilitiesDaily Bookkeeping:...

About UsWe are a State Farm independent contractor agent team looking for a motivated individual to join our dynamic team. As an Agent Team Member, you will have the opportunity to work with a trusted brand and promote State Farm's premier insurance and financial service products.Salary:$50,000 - $80,000 per year salary, plus commission/bonus...

Company OverviewA leading provider of travel assistance services, Generali Global Assistance offers a dynamic and inclusive work environment where employees make a real difference in the lives of our clients. Our commitment to corporate responsibility and environmental sustainability sets us apart.Salary$43,000 - $55,000 per year, depending on experience and...

Job OverviewAs a Customer Service Representative at BrightStar Credit Union, you will play a key role in assisting members with their financial needs and goals. With a focus on delivering exceptional service and promoting our products and services, you will be an integral part of our growing community.The ideal candidate will have excellent communication...

Job OverviewCable Wiring Specialist, Inc. provides a wide range of construction and engineering services to the Telecommunications and Fiber Optic industry.The company operates with a large workforce throughout Florida and Georgia, accompanied by a significant fleet. Cable Wiring Specialist, Inc. continues to be chosen by communications corporations for its...

**Job Summary**The Jaylorin Group Inc. is seeking a highly skilled Customer Care Specialist to join our team. As the first point of contact for patients, you will be responsible for providing exceptional customer service, managing patient information, and ensuring smooth front desk operations.Key Responsibilities:Greet patients warmly upon arrival and guide...

Job SummaryWe are seeking a highly motivated Customer Experience Specialist to join our team at Pines Auto Group in Pembroke Pines, Florida. This is a unique opportunity to be part of a dynamic sales and support team that is committed to delivering exceptional customer experiences.Key ResponsibilitiesRespond promptly and efficiently to customer inquiries and...