62 remote financial services customer service advisor jobs


Customer Service Representatives

TX - Dallas, TX (us)

Mad Mobile

Job Responsibilities ? Greet customers upon arrival, answer customers� questions and provide information with the help of service advisors, estimat...


Commercial Customer Service Associate

(us)

Confidencial

A company is looking for a Commercial Customer Service Associate - REMOTE in PST or MST. Key Responsibilities: Responsible for small to medium accounts Main contact for day to day customer needs Develop and maintain good working relationships...


Financial Aid Advisor

(us)

Confidencial

A company is looking for a Financial Aid Advisor for a remote project in the United States. Key Responsibilities: Assist students with completing the 2023-2024 FAFSA and submitting required documents Ensure compliance with FSA rules and...


Online Customer Service Trainee

(us)

Confidencial

A company is looking for an Online Customer Service Trainee. Key Responsibilities: Provide world-class customer service through inbound phone calls Handle customer inquiries about insurance policies and troubleshoot issues Obtain and maintain...


Customer Service Account Manager

(us)

Confidencial

A company is looking for a Customer Service Rep - Account Manager. Key Responsibilities: Provide exceptional customer service and support to clients Resolve technical issues and educate clients on using the hiring software Collaborate with...


Principal Product Manager CRM Servicing Solutions

(us)

Confidencial

A company is looking for a Principal Product Manager of CRM & Servicing Solutions. Key Responsibilities: Establish product roadmaps and release plans that meet customer outcomes Lead customer advisors in product portfolio committees to...


Legal Services Staff Attorney

(us)

Confidencial

A legal organization is seeking a Legal Services Project Staff Attorney. Key Responsibilities: Provide direct supervision support to pro bono attorneys, interns, and volunteers Support the Legal Information Helpdesk and Prison Mail Response...


Vice President - Client Services

(us)

Confidencial

A company is looking for a Vice President - Client Services. Key Responsibilities: Lead client relations, operational effectiveness, revenue generation, and client retention Establish and maintain client account plans to achieve client...


Financial Analyst FP A

(us)

Confidencial

A company is looking for a Financial Analyst, FP&A. Key Responsibilities: Build and maintain forecasting models for costs of goods sold (COGS) planning and optimization Develop and manage inventory targets in collaboration with...


Customer Support Representative

(us)

Confidencial

A company is looking for a Customer Support Representative - Remote Referral Lead Team. Key Responsibilities: Contact prospective customers and ask qualifying questions for products or services Make fast-paced calls for the duration of shifts...


Remote Mentor Essential Skills for Frontline Workers

(us)

Confidencial

A company is looking for a Mentor for Essential Skills for Frontline Workers (Part-time/Contract). Key Responsibilities: Serve as an inspirational role model for students, helping them contextualize course content and connect it to their work...


Customer Support Engineer

(us)

Confidencial

A company is looking for a Customer Support Engineer Key Responsibilities: Assisting and solving technical issues in the ticketing system Writing documentation Finding and reporting bugs Required Qualifications: Deep knowledge and...


Customer Care Specialist

(us)

Confidencial

A company is looking for a Customer Care Specialist. Key Responsibilities: Answer incoming calls and assist customers with orders, product inquiries, and billing Guide customers through troubleshooting and usage of products/services Update...


Customer Success Associate

(us)

Confidencial

A company is looking for a Customer Success Associate (Part-time Hourly - Remote). Key Responsibilities: Serve as the front line between the company and clinicians and patients, delivering high-quality customer support Manage food order...


Director of Customer Success

(us)

Confidencial

A company is looking for a Director of Customer Success. Key Responsibilities: Manage and improve key metrics to ensure strong net dollar retention while minimizing churn Develop systematic approach for optimization of customer value delivery,...


Customer Support Technician

(us)

Confidencial

A company is looking for a Customer Support Technician. Key Responsibilities: Help customers resolve technical issues via phone, email, and messenger Develop expertise in the platform and manage customer issues efficiently Stay updated on...


Customer Strategy Manager

(us)

Confidencial

A company is looking for a Customer Strategy Manager. Key Responsibilities: Maintain ownership of 12-20 large and mid-level accounts, building consultative relationships with clients Act as a strategic collaborator for clients, providing...


Customer Success Specialist - Account Management

(us)

Confidencial

A company is looking for a Customer Success Specialist for Client Support Remote position in the Eastern US. Key Responsibilities: Manage existing physician and physician practice accounts Secure account renewals and onboard new accounts...


Investor Relations Account Manager

(us)

Confidencial

A company is looking for an Investor Relations Account Manager. Key Responsibilities: Serve as the main contact for investor relations account management Maintain relationships with high-net-worth individuals and provide excellent customer...


US-qualified Contracts Attorney

(us)

Confidencial

A company is looking for a US-qualified Lawyer / Contracts Attorney for a remote position. Key Responsibilities: Reviewing and negotiating investment-related contracts Managing and deepening client relationships Collaborating with team members...


Member Experience Associate

(us)

Confidencial

A company is looking for a Member Experience Associate (Remote). Key Responsibilities: Conduct high volume outreach to new and existing members for increased enrollment and program completion rates Actively conduct outreach via phone, text, and...


Benefits Specialist Leave Benefits Admin

(us)

Confidencial

A company is looking for a Leave and Benefits Specialist - Remote. Key Responsibilities: Manage leave administration functions including FMLA, disability, and state-required leaves Act as the main point of contact for benefit-related inquiries...


Accounting Manager

(us)

Confidencial

A company is looking for an Accounting Manager for Home Services. Key Responsibilities: Perform monthly and yearly financial reporting with accuracy and timeliness Create monthly analytics and variance analysis for financial performance...


Accounting Manager

(us)

Confidencial

A company is looking for an Accounting Manager for a fully remote position. Key Responsibilities: Oversee all aspects of accounting for the Sales Enablement business segment Manage financial reporting deadlines, regulatory reporting, and...


Warranty Coordinator

(us)

Confidencial

A company is looking for a Warranty Coordinator. Key Responsibilities: Acknowledge receipt of all claims and emails Create service part orders and chargeable service parts orders Maintain communication with customers and ensure timely...


Senior Software Engineer

(us)

Confidencial

A company is looking for a Senior Software Engineer for a remote position. Key Responsibilities: Design, plan, and implement CI/CD pipelines and client-specific cloud solutions Scale cloud services to serve growing businesses Implement...


Associate Advisory Operations

(us)

Confidencial

A company is looking for an Associate, Advisory Operations. Key Responsibilities: Client relationship management of a multi-location practice Assisting with transaction processing and trade execution Supporting various client and...


Staff Accountant

(us)

Confidencial

A company is looking for a Bookkeeper / Staff Accountant for a remote position. Key Responsibilities: Review and approve company credit card and reimbursement expense reports Verify and code AP invoices, complete bank reconciliations, and...


VP Client Experience

(us)

Confidencial

A company is looking for a Vice President, Client Experience for a remote position in the United States. Key Responsibilities: Provide strategic leadership over all client accounts Lead agency?s service delivery process and client...


Tech Support Agent

(us)

Confidencial

A company is looking for a Customer Service Representative - Service Desk Agent. Key Responsibilities: Answering phones, emails, and live chat from customers Identifying and escalating priority issues, reporting to high-level management...