Financial Services Customer Service Representative

Company Description Heritage Financial Partners is a holistic financial services firm helping individuals, families, and business owners protect what they’ve built and create strategies for their financial future. We provide access to a broad range of insurance and financial solutions, including life insurance, retirement income strategies, tax...

Position Type: RegularYour opportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's service team plays a critical role in helping clients feel confident about their financial futures. As a...

Location: NWI location to be determined Salary Classification: Hourly, Non-Exempt Position Summary The Financial Services Representative (Virtual) is responsible for building member relationships by providing a wide range of financial products and services. This role will intake all virtual consumer loan applications and assist the Financial Services...

The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists Responsibilities - Communicate with customers via phone, email and chat - Provide knowledgeable answers to questions about product, pricing and availability - Work with internal departments to meet...

Job Description Insight Global is seeking a Contact Center Support Representative to join the AAB Payment Group for a leading financial services organization. This individual will serve as the first point of contact for customers needing assistance with payment-related products and services. The ideal candidate is customer-focused, detail-oriented, and...

Job Title: Customer Service-Worksite Representative Location: Phoenix AZ USA 85027 Duration: 6 Months (Temp to Perm) Job Schedule: Training is on site for 7-8 weeks, 40 hours per week for training. 5 days per week in office. Job Hours: It is 40 hours per week. The hours of operation are 730am-600pm CT Job Summary: Often the first point of contact for...

**Job Summary: Customer Service Representative 2 – Claims Division (SOAZ# 13969, Phoenix, AZ)** - Provide customer service and assistance to injured workers, attorneys, paralegals, insurance carriers, and third-party administrators regarding claims and file access. - Process and verify records requests to ensure appropriate permission and party...

Phoenix AZ Apply **Summary** Cutter Aviation is currently searching for energetic and knowledgeable customer service professionals. The Customer Service Representative (CSR) will function as the primary face of Cutter Aviation and must be an exceptional relationship builder with the drive to provide world-class customer service. The CSR is...

Essential Duties and Responsibilities include but are not limited to:Provide assistance to the injured workers, attorneys, paralegals, insurance carriers, or third party administrators reviewing or printing files.Process records request for injured workers, attorneys, paralegals, insurance carriers, or third party administrators reviewing by verifying they...