Financial Service Representative
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At a glance
Job overview
Insight Global is hiring a Financial Service Representative. The Financial Service Representative supports clients with account-related inquiries and service requests, resolving issues, processing transactions, and providing timely solutions. This role involves interacting with customers through phone and email in a fast-paced, collaborative environment. It is an opportunity for professionals who enjoy problem-solving, delivering outstanding service, and building experience in the financial services industry.
Key focus areas include Support clients with account-related inquiries, Resolve issues and process transactions, and Provide timely solutions.
Successful candidates bring Customer Service Experience, Complex Customer Issues Handling, and Regulated Environment Experience. Important skills include Problem Solving, Decision Making, Communication, Professionalism, Windows, and Outlook.
Skills & qualifications
Skills
Qualifications
Full job description
Job Description
In this position, you'll support clients with account-related inquiries and service requests, helping resolve issues, process transactions, and provide timely solutions. You'll interact with customers through phone and email while working in a fast-paced, collaborative environment. This is an excellent opportunity for professionals who enjoy problem-solving, delivering outstanding service, and building experience within the financial services industry. Strong multitasking skills and the ability to navigate multiple systems efficiently are key to success in this role.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements
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6–10 years of customer service, call center, or account support experience
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Proven experience handling complex customer issues and escalations
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Strong problem-solving and decision-making abilities
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Excellent communication and professionalism when supporting clients
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Strong technical aptitude with Windows, Outlook, Teams, and multiple systems • Financial services, banking, brokerage, wealth management, insurance, or credit union experience
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Back-office operations experience
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Experience supporting account-related inquiries and service requests
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Previous experience working in a highly regulated environment
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