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Account Services Expert Jobs in California

Account Services Coordinator Jobs
By IDR, Inc. At Cerritos, CA, United States
3+ years of professional experience in a Account Management or Sales role
Oversee and execute administrative and processing requirements
Ensure customer requests for benefit summaries and administrative changes are processed timely
Prior experience working with clients and providing administrative support
Experience in medical or dental claims highly preferred
Full Benefits; Medical, Vision, Dental, and more!
Expert Product Manager, Experian Consumer Services
By Experian At San Francisco, CA, United States
Experience with building ML models to improve user experience is a plus
Experience in managing conversion funnels, onboarding, advisory, and transactional flows
This role can be 100% remote or you can choose to work out of an Experian office.
Competitive pay and comprehensive benefits package, with a bonus target of 15%
You’ll drive ruthless prioritization to ensure we’re shipping products that are delivering value to our users along with performance metrics.
You are a strong advocate for data-driven decision-making and user research.

Are you looking for a job that allows you to use your customer service skills to help people manage their finances? We are looking for an Account Services Expert to join our team and provide exceptional service to our customers. You will be responsible for helping customers open and manage their accounts, answering questions, and resolving any issues that may arise. If you are passionate about helping people and have a knack for problem solving, this could be the perfect job for you!

Overview Account Services Expert is a professional who provides customer service and support to clients in the financial services industry. They are responsible for helping clients with their financial needs, such as setting up accounts, managing investments, and providing advice on financial matters. They must be knowledgeable about the financial services industry and be able to provide accurate and timely information to clients. Detailed Job Description Account Services Experts are responsible for providing customer service and support to clients in the financial services industry. They must be knowledgeable about the financial services industry and be able to provide accurate and timely information to clients. They must be able to understand and explain complex financial concepts and products to clients. They must be able to identify and resolve customer issues in a timely manner. They must be able to work independently and as part of a team. Job Skills Required
• Knowledge of financial services industry
• Excellent customer service skills
• Ability to explain complex financial concepts and products
• Ability to identify and resolve customer issues
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to work under pressure
• Computer literacy
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Previous experience in the financial services industry
• Professional certification in the financial services industry (e.g. CFA, CFP, etc.)
Job Knowledge
• Knowledge of financial services industry
• Knowledge of financial products and services
• Knowledge of financial regulations and laws
• Knowledge of customer service principles
Job Experience
• Previous experience in the financial services industry
• Experience in customer service
• Experience in problem-solving
Job Responsibilities
• Provide customer service and support to clients in the financial services industry
• Explain complex financial concepts and products to clients
• Identify and resolve customer issues in a timely manner
• Monitor client accounts and investments
• Provide advice on financial matters
• Ensure compliance with financial regulations and laws
• Maintain accurate records of client accounts and investments