Financial Services Representative

Financial Services Representative

A leading financial institution is seeking a motivated recent graduate or experienced candidate with strong communication, customer service, and relationship-building skills. This is an excellent opportunity to start your career in a fast-paced financial services environment while supporting clients and internal business operations.

Salary Range: $19-20/hour

Key Responsibilities

• Serve as the primary point of contact for clients and advisors, providing support for web-based tools, account-related requests, and technical inquiries through a high-volume inbound phone queue.
• Build and maintain strong client relationships by delivering professional, timely, and customer-focused communication while educating users on web-based tools, systems, and company procedures.
• Identify, troubleshoot, and resolve a wide range of web-based application and technical issues, escalating complex cases to technical support teams and coordinating resolutions as needed.
• Process account updates, maintain accurate client records, and ensure all interactions, issue details, and resolutions are properly documented for tracking and compliance purposes.
• Assist with account maintenance, operational support, and the implementation of new systems or process changes that may impact client experience or call volume.
• Develop a strong understanding of company systems, web-based applications, processes, products, and best practices to effectively support clients and advisors.
• Coordinate with internal teams to resolve client issues efficiently while providing regular status updates throughout the resolution process.
• Monitor account activity and ensure compliance with company policies, procedures, and documentation standards.
• Manage a high-volume workload while prioritizing multiple requests and maintaining exceptional attention to detail and service quality.
• Deliver outstanding customer service by providing guidance, resolving issues, and promoting efficient self-service through education and support.

Qualifications

• Bachelor's or Associate's degree preferred.
• Strong customer service, communication, and interpersonal skills.
• Excellent organizational, time management, and multitasking abilities.
• Proficiency in Microsoft Office and web-based applications.
• Ability to troubleshoot basic technical issues and learn new systems quickly.
• Strong attention to detail, analytical thinking, and problem-solving skills.
• Ability to work in a fast-paced, high-volume environment while managing multiple priorities.
• Customer-focused mindset with the ability to build professional relationships and deliver an exceptional client experience.

Benefits:

Pride Global offers eligible employees comprehensive healthcare coverage (medical, dental, and vision), supplemental insurance (accident, critical illness, and hospital indemnity), a 401(k) retirement savings plan, life and disability insurance, an Employee Assistance Program (EAP), legal support, auto and home insurance, pet insurance, and employee discounts with preferred vendors.