Overnight CSR: Financial Services Specialist - Chelsea - PLS Financial Services

    PLS Financial Services
    PLS Financial Services Chelsea

    1 week ago

    Description

    A Financial Services Specialist provides exceptional customer service, educates customers on products, and ensures compliance with regulations.

    Key Responsibilities:

    • Deliver top-notch customer experience via phone, email or chat
    • ,
    • Educate customers about financial services offerings while adhering to regulatory requirements
    • ,
    • Cultivate strong relationships through effective communication

    Ideal candidates possess prior Customer Service experience along with excellent interpersonal skills enabling them effectively engage & build rapport w/ diverse clientele . Flexibility working hrs incl weekends holidays necessary competitive benefits include med dental opportunities advancement


  • Only for registered members Chelsea $46,000 - $63,000 (USD)

    Metro Credit Union is seeking a Member Service Specialist to provide comprehensive support to members across multiple digital and phone-based channels. The ideal candidate will have strong communication skills, attention to detail, and the ability to work with percentages and dec ...

  • Only for registered members Chelsea, MA , USA

    Provides comprehensive support to members across multiple digital and phone-based channels. Assists with financial transactions, delivers personalized guidance on Metro's products and services, opens new accounts, and resolves member issues. · High school diploma or equivalent re ...

  • Only for registered members Boston

    Contributes to excellent services for persons served by providing leadership in discrete service areas such as activities/recreation, dual disorders, housing, employment or education. · ...

  • Only for registered members Revere, MA, United States

    The Sales and Service Specialist will be facilitating the fastest, easiest and most valued rental car experience to Lyft and/or Uber drivers. · Ensure optimal operational efficacies to provide customers the best rental car experience · Provide assistance creating a rental car res ...

  • Only for registered members Boston Full time

    +The Service Sales Specialist for Instrumentation in Biopharma will play a critical role in maximizing the value of our extensive installed base. · +Responsibilities,+Manage assigned service sales accounts to ensure customer satisfaction and drive business growth. · , Negotiate p ...

  • Only for registered members Boston, Massachusetts, United States

    We are looking for an individual who values amazing customer service and is willing to exceed expectations for their clients. They will maintain a high level of service for each client inside and outside of the pattern room through personal service in-person and via email. Each M ...

  • Only for registered members Boston $70,000 - $90,000 (USD)

    We're seeking an IT Service Desk Specialist to join our team in Boston. As a key member of our IT Operations team, you'll provide frontline technical support to employees across the organization. · You will bring curiosity, a passion for technology, and a strong customer-service ...

  • Only for registered members Boston

    We are seeking a detail-oriented and motivated Customer Service Specialist to join our team in Boston.This role is essential in ensuring smooth communication with clients, · supporting daily operations, · and providing clear, · reliable solutions to customer inquiries. · ...

  • Only for registered members Boston

    We are a provider of specialized fund administration services for Managers and General Partners of private equity funds. The Investor Services Specialist plays a key role in client engagement and working with engagement teams to provide an excellent experience for our clients and ...

  • Only for registered members Boston

    The Student Services Specialist will provide quality recruitment, orientation and academic advising and registration for students in the Manning College of Nursing and Health Sciences.The incumbent is the first point of contact for students conversing advancing their education at ...

  • Only for registered members Boston $70,000 - $80,000 (USD)

    We're seeking a Client Service Specialist to join our North America Client Service team. This role supports Relationship Managers by helping to plan client calls and meetings, · gather and review meeting materials, · communicate with clients, · write meeting notes, · execute foll ...

  • Only for registered members Boston, MA

    Client Services Specialist to join a confidential financial services firm in Boston. · ...

  • Only for registered members Boston, MA

    Focus Partners Wealth seeks a Client Service Specialist to join its Boston-based team. The role involves working with wealth advisors to support and strengthen client relationships. · ...

  • Only for registered members Boston, MA

    Focus Partners Wealth is seeking a Client Service Specialist to join our growing Boston-based team The Client Service Specialist role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning delivering personalized advice aligned wi ...

  • Only for registered members Boston, MA

    We are seeking a detail-oriented and motivated Customer Service Specialist to join our team in Boston. · This role is essential in ensuring smooth communication with clients, supporting daily operations, and providing clear, reliable solutions to customer inquiries. · The ideal c ...

  • Only for registered members Boston $70,000 - $75,000 (USD)

    Focus Partners Wealth is seeking a Client Service Specialist to join our growing Boston-based team The Client Service Specialist role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning delivering personalized advice aligned wi ...

  • Only for registered members Boston, MA

    We are seeking an IT Service Desk Specialist to join our team in Boston. As an IT Service Desk Specialist, you will provide frontline technical support to employees across the organization. You will bring curiosity, a passion for technology and strong customer-service skills to t ...

  • Only for registered members Boston $21.57 - $27 (USD)

    A Service Specialist – Facilities provides various administrative support services to our clients which may include office moves, conference room setups, and miscellaneous facilities-related tasks. · ...

  • Only for registered members Malden Full time

    The Sales and Service Specialist will facilitate the fastest, easiest, and most valued rental car experience to Lyft and/or Uber drivers. · ...

  • Only for registered members Boston, MA

    We are an organization where employees can thrive personally and professionally. Professional development opportunities help employees enhance their skills and grow in their careers. · ...

  • Only for registered members Boston $25.55 - $30.65 (USD)

    We are seeking a professional and customer service focused Senior Service Specialist to join the GBTS team at our law firm client's downtown office. · In this pivotal role you will provide various administrative support which may include copy, print, mail, hospitality, facilities ...

Jobs
>
Chelsea