191,117 Pnc Financial Services jobs in the United States
Customer Service Rep - Financial Services
60025 Glenview, Illinois
Regal Securities
Posted 6 days ago
Job Viewed
Job Description
We're Hiring: Financial Service Representative
Location: Glenview, IL Full-Time | Department: Operations & Client Services
Regal Securities, Inc. Member FINRA/SIPC
Are you passionate about delivering top-tier customer care? Thrive in a fast-paced customer care environment? Regal Securities wants to hear from you!
As a Financial Service Representative, you'll be on the front lines of our client experienceproviding prompt, professional, and solutions-focused support to our discount brokerage customers and internal broker team. This is a great opportunity to join a respected, growing financial services firm where your contribution matters.
Key Responsibilities- Answer and resolve inbound client inquiries efficiently, politely, and with professionalism.
- Provide support for account maintenance, check and wire disbursements, and sensitive issues like deceased account transitions.
- Assist internal brokers with customer service needs.
- Handle escalated or upset customers with calm and confidence.
- Learn and assist with brokerage operationstraining provided!
- Bachelor's degree preferred; knowledge in accounting or finance is a plus.
- 23 years of experience in customer service or call center support; financial services experience is a bonus.
- Entry-level candidates welcomebring your drive and we'll train the rest!
- Strong attention to detail and ability to juggle multiple priorities.
- Clear and professional verbal and written communication skills.
- Team-oriented with a flexible, positive attitude.
- Securities Industry Essentials (SIE) or FINRA Series 7 LicenseWe will sponsor!
- Experience in brokerage operations or financial call centers.
Regal Securities, Inc. is a FINRA registered nationally recognized stock brokerage firm with a commitment to client satisfaction and employee development. We believe in teamwork, professional growth, and delivering the best to our clients.
Regal Securities is an Equal Opportunity Employer offering a full range of competitive benefits.
The compensation range for this position is $40K - 55K
Apply Now and be a part of a company where customer care and integrity come first. We welcome diverse backgrounds and value fresh perspectives.
View Now
0
Customer Service Representative - Financial Services
28025 Concord, North Carolina
TTEC
Posted 5 days ago
Job Viewed
Job Description
Your potential has a place here with TTEC's award-winning employment experience. As a **Customer Service Representative - Financial Services** , **working onsite in Concord, NC** you'll be a part of bringing humanity to business. #experienceTTEC.
You'll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial spirit of a start-up with more than 150 years of experience.
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in the United States says it all!
**What You'll be Doing**
Do you have a passion for helping others navigate through their online banking needs? Whether it's getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one.
**During a Typical Day, You'll**
+ Answer questions about products via phone while providing website navigation support and assisting with the application process
+ Access multiple electronic systems at once and document steps taken to efficiently and accurately complete the request
+ Meet established goals for all performance metrics including call quality, productivity, and schedule adherence
+ Participate in projects or process improvements to drive operational excellence
**What You Bring to the Role**
+ 1 year of customer service experience
+ High school diploma or equivalent
+ Recognize, apply and explain your product or service knowledge
+ Computer experience
+ Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)
**What You Can Expect**
+ Supportive of your career and professional development
+ An inclusive culture and community minded organization where giving back is encouraged
+ A global team of curious lifelong learners guided by our company values
+ Base wage of $19 per hour plus performance bonus opportunities
+ And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives
Visit for more information.
**A Bit More About Your Role**
We're committed to ensuring you have the skills and support to be successful in your role throughout your career. From your first day in training, through individualized webcam-enabled, engagement and coaching, on into 1000s of free courses to support your career growth wherever that may take you. And we know that you bring with you the one necessary ingredient that can't be taught - a caring and supportive nature that will shine through as you help customers. Our TTEC community is here for you as one dynamic, global family.
You'll report to a Team lead. You'll contribute to the success of the customer experience and the overall success of the team.
**About TTEC**
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
**Job:** __Customer Care Representative_
**Title:** _Customer Service Representative - Financial Services_
**Location:** _NC-Concord_
**Requisition ID:** _045VF_
You'll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial spirit of a start-up with more than 150 years of experience.
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in the United States says it all!
**What You'll be Doing**
Do you have a passion for helping others navigate through their online banking needs? Whether it's getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one.
**During a Typical Day, You'll**
+ Answer questions about products via phone while providing website navigation support and assisting with the application process
+ Access multiple electronic systems at once and document steps taken to efficiently and accurately complete the request
+ Meet established goals for all performance metrics including call quality, productivity, and schedule adherence
+ Participate in projects or process improvements to drive operational excellence
**What You Bring to the Role**
+ 1 year of customer service experience
+ High school diploma or equivalent
+ Recognize, apply and explain your product or service knowledge
+ Computer experience
+ Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)
**What You Can Expect**
+ Supportive of your career and professional development
+ An inclusive culture and community minded organization where giving back is encouraged
+ A global team of curious lifelong learners guided by our company values
+ Base wage of $19 per hour plus performance bonus opportunities
+ And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives
Visit for more information.
**A Bit More About Your Role**
We're committed to ensuring you have the skills and support to be successful in your role throughout your career. From your first day in training, through individualized webcam-enabled, engagement and coaching, on into 1000s of free courses to support your career growth wherever that may take you. And we know that you bring with you the one necessary ingredient that can't be taught - a caring and supportive nature that will shine through as you help customers. Our TTEC community is here for you as one dynamic, global family.
You'll report to a Team lead. You'll contribute to the success of the customer experience and the overall success of the team.
**About TTEC**
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
**Job:** __Customer Care Representative_
**Title:** _Customer Service Representative - Financial Services_
**Location:** _NC-Concord_
**Requisition ID:** _045VF_
View Now
1
Customer Service Agent - Financial Services
Saint Louis, Missouri
ReeceNichols Real Estate
Posted today
Job Viewed
Job Description
Refer to your manager or human resources for specific duties and performance expectations.
# Create brochures, flyers/postcards, marketing materials, and other promotional pieces; Comparative Market Analysis (CMA) and Brokers Price Opinion (BPO). May create letters to clients, presentation materials, sales associate introduction cards, and prepare buyers and sellers guides. (Set up and update client and customer sphere of influence databases; and create farming database for sales associates. Maintain internet by updating company website and sales associate’s personal websites/pages. May perform data input, maintain and monitor data files, create files and documents and produce reports. (Provide administrative and clerical support to management and sales associates which may include: assisting sales associates with sending and receiving company e-mails, providing computer assistance, handling written correspondence, ensuring forms are stocked, answer phones, greet visitors, route mail, prepare schedules and maintain accurate billing records. (May assist agents with setting marketing plans and organizing and facilitating agent training activities. (Assist new agents in setting up their office, getting into MLS, training on computers and office equipment. May serve as back-up to other office staff. (Performance Expectations br> Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
Perform responsibilities as directed achieving desired results within expected time frames and with a high degree of quality and professionalism.
Establish and maintain positive and productive work relationships with all staff, customers and business partners.
Take personal initiative for technical and professional development.
Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.
Minimum of high school diploma or the equivalent. One to three years clerical or administrative experience.
Marketing and social platforms experience preferred.
Knowledge of real estate, title and/or mortgage business preferred.
Strong computer/technology skills: proficient in Microsoft Office and Canva products.
accuracy/quality; Strong interpersonal skills, a customer service focus and the ability to work as a member in a team-oriented environment.
We offer a full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)
# Create brochures, flyers/postcards, marketing materials, and other promotional pieces; Comparative Market Analysis (CMA) and Brokers Price Opinion (BPO). May create letters to clients, presentation materials, sales associate introduction cards, and prepare buyers and sellers guides. (Set up and update client and customer sphere of influence databases; and create farming database for sales associates. Maintain internet by updating company website and sales associate’s personal websites/pages. May perform data input, maintain and monitor data files, create files and documents and produce reports. (Provide administrative and clerical support to management and sales associates which may include: assisting sales associates with sending and receiving company e-mails, providing computer assistance, handling written correspondence, ensuring forms are stocked, answer phones, greet visitors, route mail, prepare schedules and maintain accurate billing records. (May assist agents with setting marketing plans and organizing and facilitating agent training activities. (Assist new agents in setting up their office, getting into MLS, training on computers and office equipment. May serve as back-up to other office staff. (Performance Expectations br> Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
Perform responsibilities as directed achieving desired results within expected time frames and with a high degree of quality and professionalism.
Establish and maintain positive and productive work relationships with all staff, customers and business partners.
Take personal initiative for technical and professional development.
Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.
Minimum of high school diploma or the equivalent. One to three years clerical or administrative experience.
Marketing and social platforms experience preferred.
Knowledge of real estate, title and/or mortgage business preferred.
Strong computer/technology skills: proficient in Microsoft Office and Canva products.
accuracy/quality; Strong interpersonal skills, a customer service focus and the ability to work as a member in a team-oriented environment.
We offer a full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)
View Now
2
Customer Service Representative - Financial Services
Albuquerque, New Mexico
Addison Group
Posted today
Job Viewed
Job Description
Job Title: Client Service Specialist Location: Albuquerque, New Mexico
Insurance br> Benefits: Vision, Dental, Health, 401k
This position will be fully remote when not traveling. Travel is averaging 50% of the year within a 3-hour radius of Albuquerque. A company car will be provided.
The Client Services Specialist supports the regional sales team by managing client interactions, coordinating enrollments, and handling administrative responsibilities. This role involves preparing reports, presentations, marketing materials, and correspondence to assist the New Mexico sales team and regional manager. In addition, the specialist may occasionally promote, explain, and facilitate insurance products and related administrative services. Working closely with both internal teams and external clients, the specialist helps with billing, payroll reporting, and maintaining client relationships, including managing data in the company’s CRM system. < r>
Support the sales team with marketing, outreach, and client engagement activities.
Maintain and update client information in the CRM and benefits systems.
Occasionally promote and administer insurance and administrative service offerings.
Minimum of 2 years of customer service experience.
Minimum of 2 years of administrative support experience.
Willingness to travel approximately 40% of the time, including overnight trips.
Proficiency in Microsoft Excel, Word, and Outlook.
High school diploma or GED equivalent.
Experience handling confidential client information with discretion.
2+ years of experience working with employee benefits (medical, dental, vision, prescription drug, or retirement plans).
~ Bachelor’s degree from an accredited institution. < r>~ Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
Insurance br> Benefits: Vision, Dental, Health, 401k
This position will be fully remote when not traveling. Travel is averaging 50% of the year within a 3-hour radius of Albuquerque. A company car will be provided.
The Client Services Specialist supports the regional sales team by managing client interactions, coordinating enrollments, and handling administrative responsibilities. This role involves preparing reports, presentations, marketing materials, and correspondence to assist the New Mexico sales team and regional manager. In addition, the specialist may occasionally promote, explain, and facilitate insurance products and related administrative services. Working closely with both internal teams and external clients, the specialist helps with billing, payroll reporting, and maintaining client relationships, including managing data in the company’s CRM system. < r>
Support the sales team with marketing, outreach, and client engagement activities.
Maintain and update client information in the CRM and benefits systems.
Occasionally promote and administer insurance and administrative service offerings.
Minimum of 2 years of customer service experience.
Minimum of 2 years of administrative support experience.
Willingness to travel approximately 40% of the time, including overnight trips.
Proficiency in Microsoft Excel, Word, and Outlook.
High school diploma or GED equivalent.
Experience handling confidential client information with discretion.
2+ years of experience working with employee benefits (medical, dental, vision, prescription drug, or retirement plans).
~ Bachelor’s degree from an accredited institution. < r>~ Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
View Now
3
Financial Services - Bank Customer Service
83701 Emmett, Idaho
$12 - $22 hour
S & E Group LLC
Posted today
Job Viewed
Job Description
This is a remote position.
What to Expect On a daily basis for the Financial Services - Bank Program: • Serve as an initial point of contact on banking inquiries and concerns. • Provide support for existing and prospective clients via inbound telephone calls. • Resolve concerns on retail, commercial, and online banking as well as bankcard, fraud, forgery, ID theft, policy, and procedural questions. • Identify cross-sell opportunities and make referrals as appropriate. • Provide accurate, confidential client service through bankcards, business online banking, or general servicing knowledge. Capabilities of Top-Performing Agents • Outstanding Prioritization skills • Display patience and empathy • Skilled and efficient in writing and verbal communication • Provide knowledgeable, friendly, and eloquent customer service Requirements Please click this link for the Basic PC Requirements Computer Specifications Please note that more detailed equipment information is required and S & E Group will provide this detailed information and support once you complete the process of joining our team. Benefits Select the company you want to work for within our client base. Work from home Flexible schedule
Apply Now
4
Holiday Financial Services Customer Service Representative
16635 Duncansville, Pennsylvania
TIBCO Software
Posted 1 day ago
Job Viewed
Job Description
The Customer Service Representative provides efficient and accurate services to customers including, but not limited to, processing loan applications, daily transactions, delinquency management, and loan solicitations. They also profile new and exist Customer Service Representative, Customer Service, Financial, Representative, Service, Skills, Retail
View Now
Be The First To Know
About the latest Pnc financial services Jobs in United States !
5