Financial Services Representative Job at Robert Half (Charleston)

Customer Service Representative

Location

United Kingdom , Norwich

Salary:

25000.00 GBP / Year

The Consulting Consortium

Expiration Date

Until further notice

Requirements

Experience in working within financial services, ideally in life and pensions
Experience in speaking to customers about their life and pension policies, confidently, and with empathy
Great communication skills and a natural ability to listen
A calm, customer-focused approach
Strong attention to detail and a knack for getting things right first time
Comfortable using computers and learning new systems
A team player who is open to feedback and always looking to improve

Job Responsibility

Handling a mix of inbound and outbound calls, emails, and written requests
Aiming to resolve queries first time and in the right way
Taking ownership, making sure every customer feels heard and supported

Fulltime

Customer Service Representative

This role involves delivering excellent customer service in a financial services...

Location

United Kingdom , Epsom

Salary:

Not provided

Office Angels

Expiration Date

Until further notice

Requirements

Background in financial services or a regulated industry
experience in a fast-paced telephone customer service environment
excellent organisational skills and attention to detail
strong written, verbal, and listening communication skills
ability to manage multiple tasks and switch priorities when needed
logical, analytical approach to problem-solving
fast learner with a strong sense of curiosity
IT literate with the ability to use a range of software and internal systems
team-oriented with a proactive and flexible mindset

Job Responsibility

Maintain up-to-date knowledge of all products and services offered by our client and their affiliated companies
handle telephone enquiries from existing mortgage and savings customers, providing prompt, accurate, and helpful responses
clearly explain products and services within the scope of the client's regulatory classification as an 'information only' provider, avoiding advice or guidance
carry out all aspects of mortgage account administration, including completions, redemptions, payments, product transfers, lease extensions, and general enquiries
prepare and send standard or dictated customer correspondence, including handling lost account enquiries
perform cashiering duties at Head Office, including opening, closing, amending, and processing transactions on savings accounts using internal systems
manage changes to customer and account information such as address updates, notice requests, and nominated bank account amendments
administer ISA transfers and assist with account registration procedures
support other departments as required, such as Loans Underwriting and the New Business Team
assist with system testing for new products and features

What we offer

Friendly, supportive team culture
training and development opportunities
varied and rewarding role within the financial services sector
opportunity to make a meaningful impact on customer experience

Fulltime

Client Services Representative

The traditional financial industry was not built to put the interests of clients...

Location

United States , Palo Alto

Salary:

60000.00 - 80000.00 USD / Year

Wealthfront

Expiration Date

Until further notice

Requirements

Bachelor’s degree
1+ years of experience in retail banking, wealth management, asset management, and/or fintech
Experience in a client facing role is preferred
Strong communication skills
able to explain complicated concepts to clients as well as team members
Able to partner with multiple stakeholders, including other teams and senior executives
Comfortable with being independent and learning new concepts quickly
Excited about our mission statement
Passion for delighting clients
Series 7 and 66 preferred (or must be obtained within 3 months of joining)

Job Responsibility

Provide exceptional customer service through email and phone communication
Help our clients use our product better through online tools and resources
Work with our operations teams to resolve client issues
Be the voice of the customer by noticing and highlighting action items needed to improve the customer experience and delight our clients
Assess client information and approve fund transfers
Assist clients in understanding asset allocation and explain investment risk profiles
Assist clients in understanding and analyzing the performance of their investments, and the potential impacts of client risk decisions

What we offer

medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, equity, discretionary bonus

Fulltime

Bilingual Customer Service Representative

Do you have a passion for customer service? Do you enjoy problem-solving? Are yo...

Location

Canada , Markham

Salary:

25.00 CAD / Hour

Randstad

Expiration Date

February 15, 2026

Requirements

Fluent in English and French (mandatory)
Minimum 2 years of experience in a call center environment OR a financial services company
Prior experience in financial customer service (preferred)
Exceptional problem-solving and communication skills
Experience with IVR systems an asset
Ability to work on multiple systems at one time
High attention to detail
Quiet office space free from distractions

Job Responsibility

Delivering top-tier customer service via phone
Responding to inbound customer inquiries
Conducting outbound calls for follow-up purposes
Assist customers with troubleshooting, promotions, and complaints
Guiding customers through the application process
Upholding company policies and standards

What we offer

Full-time hours between Monday and Friday
No weekends
Growing organization
Comprehensive training program
Supportive management team with an open-door policy
Collaborative and energetic team environment
Fully Remote
Equipment provided

Fulltime

Financial Sales Representative

The Financial Sales Representative plays a key role in driving new business and ...

Location

United States , Akron

Salary:

Not provided

ATLAS Navigators, LLC

Expiration Date

Until further notice

Requirements

Proven experience in B2B sales, business development, or client acquisition — ideally within professional or financial services
Excellent communication, presentation, and relationship-building skills
General understanding of accounting, payroll, or bookkeeping concepts
Strong organizational and time management abilities with attention to detail
Self-motivated, results-oriented, and comfortable working both independently and collaboratively
Proficiency with Microsoft Office Suite and familiarity with professional networking platforms such as LinkedIn
Experience with CRM tools (preferably HubSpot) and digital document systems such as PandaDoc
Experience selling financial, payroll, or business advisory services
Familiarity with software such as QuickBooks, SwipeClock, or other accounting/payroll platforms
Knowledge of the Akron/Cleveland small business community

Job Responsibility

Identify and develop new business opportunities through referrals, networking, and proactive outreach
Build and maintain a qualified sales pipeline across target markets, including small businesses, independent contractors, startups, and established organizations
Conduct discovery meetings to understand client needs and recommend appropriate ATLAS service solutions
Communicate the firm’s offerings clearly and effectively, including accounting, payroll, tax, and advisory services
Collaborate with accounting and payroll teams to ensure seamless client onboarding, including document coordination through PandaDoc
Manage and track all sales activity within HubSpot CRM, maintaining accurate records and providing updates to leadership
Represent ATLAS at community events, business expos, and networking groups to build brand presence and strengthen client connections
Partner with marketing on outreach campaigns, events, and educational workshops to attract and engage prospective clients

What we offer

Medical, Dental, and Vision
GAP Benefits
Supplemental Benefits
Life and AD&D Insurance
Short- & Long-Term Disability Plans
401k with Company Matching
Bonus Structure
Flexible PTO with sick time
Incentive Program
Development Program

Fulltime

Customer Experience Representative, Advanced Services

Join us in building the future of finance. Our mission is to democratize finance...

Location

United States , Chicago; Denver; Westlake

Salary:

28.10 - 33.00 USD / Hour

Robinhood

Expiration Date

Until further notice

Requirements

2+ years of customer experience within financial services
At least 1 year working in an active trader role or on a trade desk
Active Series 7 & 63 licenses
Demonstrated ability to collaborate with cross-functional teams (Product, Compliance, Engineering)
Proven track record of effectively handling and de-escalating escalated customers
Familiarity with support platforms and CRM tools (e.g. Salesforce)
Enthusiasm for financial markets, trading platforms, and fintech innovations

Job Responsibility

Support key initiatives aimed at improving customer experience metrics (ASAT, QA) by collaborating with cross-functional teams
Identify and analyze customer issues, providing thorough and effective solutions to enhance customer satisfaction
Develop subject matter expertise in areas such as Options and Margin trading to effectively handle and resolve technical customer queries
Utilize customer insights and data analytics to identify trends, escalate findings, and propose customer-centric solutions
Contribute to internal knowledge bases, training content, and onboarding processes to improve team readiness and effectiveness
Address escalated customer issues, ensuring swift resolution while balancing business integrity and regulatory compliance
Engage in continuous learning and actively participate in team-driven process improvements

What we offer

Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
100% paid health insurance for employees with 90% coverage for dependents
Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more
Employer-paid life & disability insurance, fertility benefits, and mental health benefits
Time off to recharge including company holidays, paid time off, sick time, parental leave, and more
Exceptional office experience with catered meals, events, and comfortable workspaces

Fulltime

Patient Financial Representative Senior

The associate is responsible for the duties and services that are of a support n...

Location

United States , Irving

Salary:

Not provided

CHRISTUS Health

Expiration Date

Until further notice

Requirements

HS Diploma or equivalent years of experience required
3-5 years of experience preferred
Experience working within a multi-facility hospital business office environment preferred
Experience working with inpatient and outpatient billing requirements of UB-04 and HCFA 1500 billing forms preferred
College education, previous Insurance Company claims experience and/or health care billing trade school education may be considered in lieu of formal hospital experience

Job Responsibility

Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders
Performs Revenue Cycle functions in a manner that meets or exceeds CHRISTUS Health's key performance metrics
Ensures PFS departmental quality and productivity standards are met
Collects and provides patient and payor information to facilitate account resolution
Responds to all types of account inquiries through written, verbal, or electronic correspondence
Maintains payor-specific knowledge of insurance and self-pay billing and follow-up guidelines and regulations for third-party payers
Maintains working knowledge of all functions within the Revenue Cycle
Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution
Meets or exceeds customer expectations and requirements, and gains customer trust and respect
Compliant with all CHRISTUS Health, payer, and government regulations

Fulltime

Customer Experience Representative, Core Services

Join us in building the future of finance. Our mission is to democratize finance...

Location

United States , Chicago; Denver; Westlake

Salary:

23.80 - 29.00 USD / Hour

Robinhood

Expiration Date

Until further notice

Requirements

Active FINRA Series 7 and 63 Licenses
Excellent customer service, written and verbal communication skills
Effectiveness and willingness to adapt to CX experience delivery through phone and written channels
Ability to quickly defuse customer anxiety through exceptional customer service skills
Self-starter and ambitious learner who is comfortable with ambiguity and fast paced environment
Able to exercise independent thought and judgment, adapt to new tasks, and the ability to prioritize tasks in a multi-task environment
Schedule flexibility as we evolve to meet the growing demands of our customers (initial and/or future shift assignment may include evenings and weekend hours)

Job Responsibility

Delivering an outstanding customer experience for customers through phone, email, and chat channels
Driving continuous improvement to delight customers by acting as the voice of the customer by identifying and communicating better ways to serve our customers
Growing your financial services expertise as you develop deep subject mastery of complex financial concepts like equities trading, margin, and options trading

What we offer

Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
100% paid health insurance for employees with 90% coverage for dependents
Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more
Employer-paid life & disability insurance, fertility benefits, and mental health benefits
Time off to recharge including company holidays, paid time off, sick time, parental leave, and more
Exceptional office experience with catered meals, events, and comfortable workspaces

Fulltime

Financial Services Representative

Robert Half

Location:
United States , Charleston

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 26, 2026

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Job Description:

Job Responsibility:

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Job Posted:January 26, 2026

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