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

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

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

Front of House/Client Services Representative

Our client is looking to recruit a dynamic and motivated Front of House/Client S...

Location

United Kingdom , Ashford

Salary:

26000.00 - 28000.00 GBP / Month

Office Angels

Expiration Date

Until further notice

Requirements

Previous experience in a front-of-house or customer service role
strong communication skills and the ability to interact effectively with diverse individuals
proficient in administrative tasks and familiar with basic financial management
confident, adaptable, and ready to tackle any challenge with a smile
a keen eye for detail to help maintain high standards across all areas of the business centre
motivated and eager to contribute to the wider goals of the organisation while ensuring exceptional client service.

Job Responsibility

Greet and assist all visitors and tenants, ensuring a warm and friendly atmosphere
manage the ground floor reception, meeting rooms, and breakout areas, keeping them impeccably presented and maintained at all times
work closely with the Operations and Commercial Directors to facilitate the day-to-day operations and sales of the centre
build strong relationships with business centre clients, gathering feedback to enhance their experience continuously
ensure a professional reception in line with company policies, capturing meeting room bookings and additional services for accurate invoicing.

What we offer

25 days annual leave
free parking
private health care
life assurance
free annual eye test
discretionary annual bonus

Fulltime

Patient Service Representative

Responsible for greeting patients, and performs a variety of clerical tasks incl...

Location

Salary:

Not provided

Greater Baden Medical

Expiration Date

Until further notice

Requirements

High School diploma, GED, or equivalent certificate of competency and completion of a vocational program related to the specified work experience
High School diploma, GED, or equivalent certificate of competency and two (2) to five (5) years of work experience in specified health care trade
Accountability
Communication
Customer Focus
Organization
Time Management
Ability to read and interpret written or verbal documents and instructions
Ability to speak effectively to patients, employees and/or stakeholders
Must be able to drive between Greater Baden Medical Services, Inc. locations

Job Responsibility

Greets patients, family members, and visitors determining services and/or other needs that are required
Monitors waiting area
Assists new patients in the completion of their registration information
Opens medical records for new patients
Reviews with patient their insurance coverage or eligibility for other programs including sliding scale fee
Establishes a separate file for patients applying for sliding scale fee
Collects and processes patient demographic, financial, diagnoses and procedure code information with accuracy
Review third party coverage and payment arrangements available with patients
Inputs incoming payments and other data into system
Notifies the Medical Assistant that the patient has arrived

What we offer

Medical
Dental
Vision
Retirement (401k)
Long Term Disability
Accidental Death and Dismemberment
Life Insurance
Flexible Spending Account
Paid Time Off
Floating Holidays

Fulltime

Client Services Representative

The main focus of this role will be handling customer orders and inquiries, ensu...

Location

United States , Collierville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in a similar role as a Client Services Representative
Proficiency in using Accounting Software Systems
Familiarity with ADP - Financial Services is necessary
Ability to navigate and effectively use Computer Programs
Experience with CRM systems is required
Comfortable in using EHR SYSTEM
Knowledge of About Time software would be advantageous
Capable of Answering Inbound Calls in a detail oriented manner
Understands Benefit Functions and can carry them out efficiently
Ability to perform Billing Functions

Job Responsibility

Efficiently enter all customer orders and maintain high service standards for both internal and external customers
Actively monitor various communication channels to respond to customer inquiries promptly
Update important timelines such as ETA, ATA, schedules and confirmations of arrivals and empty return as directed by the supervisor
Regularly update company-related software to ensure accurate information is available for executing delivery and pickup
Uphold the company's core values and conduct all business operations in a highly ethical manner
Maintain accurate customer credit records and process customer credit applications with precision
Use various software systems, including SixWheel, ADP, and other related software, for basic updates to meet required service levels
Build and maintain solid relationships with vendors and customers, ensuring their needs are met in a timely manner
Communicate intercompany charges and inform supervisor of any vendor or customer disputes
Follow established efficiencies to increase capacity and deliver the highest quality of customer service as per our Service Level Agreements

What we offer

medical
vision
dental
life and disability insurance
eligibility to enroll in company 401(k) plan

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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