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Call Center Financial Services Representative Jobs

Call Center Clerk- Nutrition Services
By Vanderbilt University Medical Center At , Nashville, 37232
Breadth of Knowledge: Applies broad job knowledge and has basic job skills in other areas.
Provide education on diet order parameters, nutrient restrictions, and supplements.
The responsibilities listed are a general overview of the position and additional duties may be assigned based on operational needs.
Has limited experience, training, direct exposure, or past experience working with medical terminology and documentation.
Team Interaction: Provides informal guidance and support to less experienced team members.
Develops Self and Others: Continuously improves own skills by identifying development opportunities.
Insurance Research Manager, Deloitte Center For Financial Services
By Deloitte At , Alexandria, Va
Demonstrated experience in project and team management
Manage critical project management processes, including proposal development, project workflow, resources, and milestones
The Insurance Research Manager's key responsibilities are to:
Manage discussions with senior stakeholders related to projects
At least 7-10 years professional experience related to the insurance industry
Excellent writing skills with an ability to structure arguments and write in a compelling and clear way
Financial Services Officer Call Center
By Ancora Education At United States
Ensure student's understanding of the responsibilities and obligations tied to Student Loan Repayment.
Minimum: ⁻ High School Diploma or equivalent & 1-year experience in accounting, banking, customer service
Critical thinker with effective problem-solving skills
Superior verbal and written English language skills; ability to communicate effectively with a variety of audiences
Superior verbal and written communication skills
Knowledge of database programs (CampusVue preferred)
Financial Services Representative Jobs
By Turning Point Financial Network At Anaheim, CA, United States

If you love being in control of your time and love making a difference in people's lives, join our elite financial services team. Paid training Remote work available High commission levels No ...

Human Services Call Center Manager
By Pulse Clinical Alliance At Kansas City, MO, United States
Pulse Clinical Alliance is hiring a Human Services Call Center Manager in Kansas City, MO.
Shift: Days or Evenings - 40hrs/week - 8 am - 4:30 pm
Must be Medicaly Licensed in a field such as LCSW.
Financial Services Representative Jobs
By Randstad Sourceright At Troy, NY, United States
100% in office for 2 - 3 months then will transition to a hybrid (in office / work from home) schedule
Associates or Bachelors degree in Finance, Economics, Business Administration, Communications, or a similar discipline preferred
Start Dates: Mid to late August, September, and October
Duties include assisting customers with asset allocation, investment guidance, and plan specific information.
Call volume 50 - 60 inbound calls per day ( this is NOT a sales role )
Provides prompt efficient service for assigned product and/or service center internal and external customers.
Client Services Advisor, Call Center (E-Commerce)
By Prada Group At New York City Metropolitan Area, United States
Strong time management and decision-making skills
Maximizing use of the client relationship management system while providing client support through phone, email, live chat, social network, and SMS
Frequently attend educational seminars to improve knowledge and performance level
Embrace a culture that puts the client experience first and foremost
Adopt an authentic approach to clienteling and build long term relationships with clients by personalizing the client experience at every touchpoint
Exceptional Client Service, active listening, and verbal and written communication skills, professional phone voice
Hr Call Center Representative (7595U), Shared Services Human Resource - 53641
By University of California Berkeley At , Berkeley, 94720, Ca $30 - $35 an hour

The First Review Date for this job is:

Patient Access Services Representative – Tmcone Central Call Center
By Tucson Medical Center At , Tucson, 85712, Az
· Knowledge of office management practices, including billing and scheduling within healthcare.
Communicates with departments/physicians for special requests, emergent cases, overbooking and add-ons; informs management about issues/problems with tools/times.
· Knowledge of basic computer familiarity and experience and the a bility to operate basic office equipment.
Performs medical necessity screening and ensures compliance with system requirements.
Demonstrates knowledge of resources, staffing, instrumentation, and equipment specific to procedures to avoid scheduling conflicts.
May serve as a Medical Assistant when holds a Medical Assistant Certification
Patient Services Representative (Call Center)
By Mount Sinai At , Huntington, 11743, Ny $20.00 - $20.60 an hour
May schedule appointments for a multi-specialty group, and have a working knowledge of providers, understanding systems, processes, and services rendered.
May acquire insurance pre-authorization/referrals from managed care plans for all required services, admissions, procedures, diagnostic tests and medications.
Notifies Administrator, Director of Revenue Cycle, Practice Manager or Supervisor of any particular insurance issues or updates.
Demonstrates the ability to meet quality assurance requirements and other qualitative / quantitative key performance metrics.
Provides clerical and administrative support to physicians and is a liaison between departments.
Helps direct patients to appropriate setting and facilitates patient flow.
Services Support Representative (Call Center)
By Dollar Bank At , Pittsburgh, 15222, Pa
Excellent organizational and time management skills.
Keep management informed of customer issues/struggles within these channels to help drive traffic and increase conversion.
At least one year of customer service experience required, preferably supporting online channels.
Strong customer service orientation and experience.
Excellent verbal and written communication skills.
Excellent computer, internet, smartphone—including usage of apps—and technical skills required.
Member Services Agent (Call Center Representative)
By Southern Scripts At , Owings Mills, 21117, Md
Attend, complete, and demonstrate competency in all required HIPAA Training offered by the company.
Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job.
Member Services Agent. This is a remote position.
Our benefits package is designed to keep our employees happy and healthy – physically, mentally and financially.
Keep detailed records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Follow-up to ensure that appropriate changes were made to resolve customers' problems.
Financial Services Representative Jobs
By Inclusively At , Omaha, Ne $46,400 a year
Robust communication, influencing and client engagement skills
Be coachable: Demonstrate the ability to continuously integrate feedback to drive personal growth and commit to continuously improving client experiences
Paid training and support to help you obtain FINRA Series 7 & 63 licenses
Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
Desire to work in a collaborative team-based culture
Health, Dental, and Vision insurance
Financial Services Representative Jobs
By Nationwide At , Remote
Other criteria, including leadership skills, competencies and experiences may take precedence.
The role can be filled in Scottsdale, AZ or remotely.
May perform other responsibilities as assigned.
Reporting Relationship: Reports to Supervisor/Manager and does not have direct reports.
Experience: One year of experience in customer service, sales related occupations.
30 mbps download/3 mbps upload
Financial Center Manager - Third And Yard Financial Center - Columbus, Oh
By Bank of America At , Columbus, 43212, Oh
Manages business results through formalized management routines and coaching
Experience in financial services and knowledge of financial services industry, products and solutions.
Manages client traffic, engaging and appropriately routing clients and fostering client retention
Creates a world class client experience environment
Manages market-level initiative prescribed by market leaders
Manages organizational priorities and effective execution
Patient Services Representative, Call Center Obgyn
By Sutter Health At , Santa Cruz, 95062, Ca $26.47 - $33.08 an hour
Equivalent experience will be accepted in lieu of the required degree or diploma.
Pay Range: $26.47 - $33.08 / hour
Sutter Health is an equal opportunity employer EOE/M/F/Disability/Veterans.
Field Sales Representative, Financial Services
By Google At , New York, Ny
Bachelor's degree or equivalent practical experience
Experience in the financial services industry (e.g., Mortgage, Retail, Institutional) or selling into Financial Services at the C- level
Experience selling infrastructure software, databases, analytic tools, or applications software while exceeding business goals or equivalent industry experience
Experience working with large complex commercial and legal agreements within Procurement, Legal, and Business teams
Ability to influence decisions at the executive level
Define and create go-to-market (GTM) plays focused on end customer value including decks, demos, and training.
Financial Services Representative Jobs
By Inclusively At , Indianapolis, In $49,192 a year
Robust communication, influencing and client engagement skills
Be coachable: Demonstrate the ability to continuously integrate feedback to drive personal growth and commit to continuously improving client experiences
Paid training and support to help you obtain FINRA Series 7 & 63 licenses
Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
Desire to work in a collaborative team-based culture
Health, Dental, and Vision insurance
Analyst, Solutions Center-Financial Services
By Nationwide At , Remote
Other criteria, including leadership skills, competencies and experiences may take precedence.
The role can be filled in Scottsdale, AZ or remotely.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Supervisor/Manager and does not have direct reports.
Experience: Two to three years of experience in customer service, sales-related occupations.
30 mbps download/3 mbps upload
Manager-Guest Services Call Center
By Disney At , Lake Buena Vista, Fl
Demonstrated ability in partnering, collaborating, coaching, and project management skills
Demonstrated strong change management and conflict resolution skills
Manage and oversee third party relationships related to external contracts for the language line, service audits, and GSCC location needs.
Minimum of 3 years of salaried leader of leader experience in Operations
Ability to prioritize multiple projects and responsibilities
Knowledge of Walt Disney Company, WDW Parks, Resorts, and Transportation

Are you looking for a challenging and rewarding career in the financial services industry? We are looking for a Call Center Financial Services Representative to join our team! You will be responsible for providing exceptional customer service, answering customer inquiries, and providing financial advice. If you have a passion for helping people and a strong knowledge of financial services, this could be the perfect job for you!

What is Call Center Financial Services Representative Skills Required?

• Excellent customer service skills
• Strong communication skills
• Ability to work in a fast-paced environment
• Ability to multitask
• Proficiency in computer applications
• Knowledge of financial services products and services

What is Call Center Financial Services Representative Qualifications?

• High school diploma or equivalent
• Previous experience in a customer service role
• Knowledge of financial services products and services
• Ability to work in a fast-paced environment

What is Call Center Financial Services Representative Knowledge?

• Knowledge of financial services products and services
• Knowledge of customer service principles and practices
• Knowledge of applicable laws and regulations
• Knowledge of computer applications

What is Call Center Financial Services Representative Experience?

• Previous experience in a customer service role
• Previous experience in a call center environment

What is Call Center Financial Services Representative Responsibilities?

• Provide customer service to clients
• Answer customer inquiries and resolve customer complaints
• Process customer orders and transactions
• Follow up with customers to ensure satisfaction
• Maintain customer records and update customer information
• Provide product and service information to customers
• Follow established procedures and policies