Financial Services Representative - Houston, TX

Only for registered members Houston, TX , United States

3 weeks ago

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Job summary

We are seeking a motivated and professional Financial Services Representative to assist clients with financial products and services.

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Responsibilities

  • Assist clients with applications, accounts, and service requests
  • Explain financial products and services in a clear manner
  • Respond to client questions by phone, email, or in person
  • Maintain accurate client records and documentation
  • Follow company policies and compliance guidelines
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