customer service representative - financial services

Reporting to the Branch Manager, the Financial Services Representative is responsible for executing superior front-line and telephone service transactions to current and prospective members, identifying cross-selling and sales lead opportunities as well as processing defined lending and deposit tran...

As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company’s exceptional service and ensuring that customers get all the help they need on their journeys by inspecting and maintaining equipment. Are you a people person? Do you love helping other...

This role provides day-to-day leadership to the Regional Financial Planning Service team of Planning Directors, Financial Planners, Financial Planning Consultants and Regional Administrator. As part of the EFPS leadership team this role will contribute to the Financial Planning Centre of Excellence,...

As a Customer Service Representative, you will be responsible for working directly with our customer service team to increase and support our promotional event & sales strategies. Customer Service Representative -  New Expansion!. For our Customer Service Representatives, we are looking fo...

Vous répondrez, en anglais et en français, aux demandes de facturation des clients, identifierez les besoins uniques de chaque client, répondrez aux préoccupations, prendrez les paiements et exercerez l’intelligence émotionnelle pour améliorer l’expérience client!Alors, à quoi ressemble une journée ...

We are seeking customer service representatives to support our inbound customer service, sales representatives, help desk, and back-office processing representatives. Listen to customers, understand their needs, and resolve customer issues. Must be customer service oriented (empathetic, responsive, ...

Position:Financial Services Manager. Ensure all vehicle financial contract documentation is accurate and properly submitted to our Financial Institute partners. OpenRoad is one of the largest and fastest-growing automotive retail groups in the country (representing 21 automotive brands across 34 loc...

Working closely with our Clients and Audit teams to conduct assessments of business process risks and controls primarily in the Asset Management (Custody, Funds/Pension Administration, Transfer Agency) and Financial Services space, including any experience in conducting automated controls embedded w...

We are seeking an experienced and dynamic Senior Product Manager to join our Financial Services product team. The ideal candidate will bring deep expertise in financial services, preferably with a strong background in payments acquiring and acceptance and payments facilitation space. Identify innova...

Our Technology Risk Services services team is growing and we are looking for Senior Managers to join our team in Toronto. Experience within an external audit practice auditing clients in the Financial Services industry. The Technology Risk Consulting practice provides a variety of services to our cl...