Current jobs related to Financial Services Representative - Alpharetta - Omega Dynamics
-
Financial Services Representative
4 weeks ago
Alpharetta, United States Paramount Staffing LLC Full timeJob DescriptionParamount Staffing LLC is seeking a highly motivated and detail-oriented Financial Services Representative to join their team. As a Financial Services Representative, you will be responsible for providing exceptional customer service to financial automotive accounts, identifying root causes of customer delinquency, and generating effective...
-
Financial Services Representative
3 weeks ago
Alpharetta, United States Prescott Partners Full timeJob Summary:We are seeking a skilled Financial Services Representative to join our team at Prescott Partners. As a key member of our financial center, you will be responsible for building and maintaining strong relationships with clients, providing personalized financial solutions, and delivering exceptional customer service.Key Responsibilities:Meet with...
-
Client Services Representative
1 week ago
Alpharetta, United States Quest Financial Full timeOur client located in Alpharetta is looking for a Client Service Representative to join their team. Pay: $60k - $80k + Yearly Bonus Hybrid - 2 days/week in office Benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. The Client Service Representative will play a crucial...
-
Client Services Representative
5 days ago
Alpharetta, United States Quest Financial Full timeOur client located in Alpharetta is looking for a Client Service Representative to join their team. Pay: $60k - $80k + Yearly Bonus Hybrid - 2 days/week in office Benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. The Client Service Representative will play a crucial...
-
Client Services Representative
2 weeks ago
Alpharetta, United States Quest Financial Full timeOur client located in Alpharetta is looking for a Client Service Representative to join their team.Pay: $60k - $80k + Yearly BonusHybrid - 2 days/week in officeBenefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. The Client Service Representative will play a crucial role in...
-
Client Services Representative
4 days ago
Alpharetta, United States Quest Financial Full timeOur client located in Alpharetta is looking for a Client Service Representative to join their team.Pay: $60k - $80k + Yearly BonusHybrid - 2 days/week in officeBenefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. The Client Service Representative will play a crucial role in...
-
Client Services Representative
2 weeks ago
alpharetta, United States Quest Financial Full timeOur client located in Alpharetta is looking for a Client Service Representative to join their team.Pay: $60k - $80k + Yearly BonusHybrid - 2 days/week in officeBenefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. The Client Service Representative will play a crucial role in...
-
Financial Representative
3 weeks ago
Alpharetta, United States New York Life Insurance Full timeJob OpportunityAt New York Life Insurance, we're seeking a talented Financial Representative to join our team. As a key member of our sales force, you'll play a crucial role in helping individuals, families, and small businesses achieve their financial goals.About the RoleDevelop and execute sales strategies to meet or exceed sales targetsBuild and maintain...
-
Customer Service Representative
3 weeks ago
Alpharetta, United States The Davis Companies Full timeWe are seeking a skilled Customer Service Representative to join our team at The Davis Companies. As a Financial Solutions Expert, you will be responsible for managing sensitive situations with customers, providing top-notch service, and helping them navigate their financial challenges.Key Responsibilities:Inbound & Outbound Calls: Handle a high volume of...
-
Customer Service Representative
1 month ago
Alpharetta, United States Automation Personnel Services Inc Full timeAutomation Personnel Services is looking for a Customer Service Representative for a dynamic printing company in Alpharetta, GA. In this exciting role, you'll be at the forefront of customer engagement, answering phones with enthusiasm, delivering to Customer Service Representative, Customer Service, Representative, Customer Experience, Staffing, Customer...
-
Customer Service Representative
1 week ago
Alpharetta, United States Automation Personnel Services Inc Full timeAutomation Personnel Services is looking for a Customer Service Representative for a printing company in Alpharetta, GA. In this role, you'll be at the forefront of customer engagement, answering phones, delivering top-notch support, and tackling a v Customer Service Representative, Customer Service, Representative, Customer Experience, Staffing, Customer...
-
Customer Service Representative
4 weeks ago
Alpharetta, United States PSG Global Solutions Careers Full timeCustomer Service Representative Job DescriptionWe are seeking a highly skilled Customer Service Representative to join our team at PSG Global Solutions Careers. As a key member of our Financial Services industry team, you will be responsible for delivering world-class service to our clients.Key Responsibilities:Establish and maintain effective relationships...
-
Financial Operations Specialist
4 weeks ago
Alpharetta, United States Staff Financial Group Full timeJob OverviewStaff Financial Group is seeking a highly skilled Financial Operations Specialist to join our team. This role is ideal for a seasoned accounting professional with experience in managing financial operations, including month-end close, vendor payments, and accounts receivable/payable management.Key ResponsibilitiesFinancial Reporting: Ensure the...
-
Client Service Associate
3 weeks ago
alpharetta, United States Wealth With No Regrets Full timeClient Service Associate RoleWealth With No Regrets is seeking a skilled Client Service Associate to provide exceptional service to clients and support our team of financial advisors. This role is ideal for individuals who are passionate about delivering high-quality service and ensuring client priorities are executed accurately.Key Responsibilities:Perform...
-
Customer Service Representative
2 months ago
Alpharetta, United States PSG Global Solutions Careers Full timeApply now and our proprietary system will quickly have you in front of a live recruiter. The Opportunity Description We're looking for a Customer Service Representative, working in Financial Services industry in Alpharetta, Georgia, United States. Establish and maintain effective relationships to deliver world class service to our clients. Handle...
-
Service Financial Advisor
2 weeks ago
Alpharetta, United States Kestra Holdings Full timeAt Oxygen Financial, our mission is simple. Help our clients breathe easier® about life. Since 2008, we've helped thousands of families across America build a leaner budget, a fatter wallet, and a bigger net worth. It's simple... we do the heavy financial lifting, and our clients get more time to enjoy life! The Service Financial Advisor, Private CFO™...
-
HVAC Customer Service Representative
4 months ago
Alpharetta, United States Ace Hardware Home Services Full timeCompensation Details:$18.00-$22.00 Per HourJob Description:Who we areMoncrief Heating & Air Conditioning is now an Ace Hardware Company. At Ace Hardware Home Services, we are backed by a brand that customers have trusted for over 100 years. You can trust that you can build a career you will be proud of. A career with excellent income, a consistent work...
-
Bilingual Customer Service Representative
3 weeks ago
Alpharetta, United States Southern Insurance Underwriters Full timeBilingual Customer Service RepresentativeWe are seeking a highly skilled Customer Service Representative to join our team at Southern Insurance Underwriters. As a Bilingual CSR, you will be responsible for providing exceptional customer service to our clients via telephone and email.Key Responsibilities: Provide high-quality customer service through...
-
Financial Services Coordinator
3 weeks ago
alpharetta, United States Power Wealth Management Full timeOperations Associate RoleWe are seeking a highly organized and detail-oriented individual to join our team at Power Wealth Management. As an Operations Associate, you will play a critical role in supporting our financial services team and ensuring the smooth operation of our business.Key Responsibilities:Process and complete applications for business...
-
Financial Services Representative
3 weeks ago
Alpharetta, Georgia, United States The Sullivan Agency Full timeInsurance Sales Career OpportunityAre you looking for a challenging and rewarding career in insurance sales? The Sullivan Agency is seeking individuals with a growth and entrepreneurial mindset to join our team as a sales agent.We specialize in protecting families with various insurance products, including life, whole life, mortgage protection, annuities,...
Financial Services Representative
2 months ago
We are seeking a highly skilled and experienced Financial Services Representative to join our team at Omega Dynamics. As a key member of our sales team, you will be responsible for providing exceptional customer service and support to our clients.
Key Responsibilities- Provide personalized and professional consulting services to clients, understanding their financial needs and goals.
- Develop and maintain strong relationships with clients, expanding our client base through effective communication and problem-solving skills.
- Work closely with clients to understand their financial situations and provide tailored solutions, including retirement planning and credit consulting.
- Stay up-to-date with industry trends and developments, ensuring that our clients receive the best possible advice and guidance.
- Completed training as a bank clerk or equivalent qualification in the financial services industry.
- Extensive experience in providing individual, personal, and equal-level consulting services.
- Excellent communication and interpersonal skills, with the ability to approach people with ease and confidence.
- Strong problem-solving and analytical skills, with the ability to think critically and creatively.
