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Abc Financial Customer Service Jobs (NOW HIRING)

ABC Financial

$165K - $198K/yr

... added financial services. * Use customer insights, analytics, and market trends to prioritize ... ABC'S COMMITMENT TO DIVERSITY, EQUALITY, BELONGING AND INCLUSION : ABC is an equal opportunity ...

TEKsystems

Financial CSR (Bachelors Required)

Irving, TX

$18.50 - $23.50/hr

Description Looking for Financial Customer service agents to join a LARGE growing team in Irving, TX - Bachelors degree required** • Handles incoming and outgoing calls • Educations customers on ...

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Abc Financial Customer Service information

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How much do abc financial customer service jobs pay per hour?

As of Jun 12, 2026, the average hourly pay for abc financial customer service in the United States is $21.81, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $25.00 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an ABC Financial Customer Service Representative, and why are they important?

To thrive as an ABC Financial Customer Service Representative, you need strong communication skills, problem-solving abilities, and a good understanding of financial products or services, usually supported by a high school diploma or equivalent. Familiarity with CRM software, call center systems, and basic office tools is typically required. Exceptional patience, active listening, and a customer-focused attitude help individuals excel in addressing clients’ needs and resolving issues efficiently. These skills ensure positive customer experiences, effective issue resolution, and contribute to the overall reputation and success of the company.

What are some common challenges faced by Abc Financial Customer Service representatives and how are they supported in overcoming them?

Abc Financial Customer Service representatives often encounter challenges such as handling complex financial inquiries, resolving billing issues, and managing high call volumes. To support employees, the company provides extensive training on financial products, ongoing coaching, and a collaborative team environment where colleagues and supervisors are readily available for guidance. Additionally, representatives have access to robust knowledge bases and escalation procedures to ensure customer concerns are addressed efficiently. This support structure helps employees build confidence and deliver excellent service.

What is the difference between Abc Financial Customer Service vs Abc Financial Loan Specialist?

AspectAbc Financial Customer ServiceAbc Financial Loan Specialist
Required CredentialsHigh school diploma; customer service experienceHigh school diploma; knowledge of loan products; sales skills
Work EnvironmentCall centers, office settingsBranch offices, client meetings, office settings
Employer & Industry UsageFinancial institutions, banksFinancial institutions, banks, lending companies
Common Search & ComparisonCustomer support roles in financeLoan processing and sales roles

While both roles work within the financial industry, Abc Financial Customer Service focuses on assisting clients with account inquiries and support, whereas Abc Financial Loan Specialist involves advising clients on loan options and processing loan applications. The roles differ mainly in responsibilities and skill sets, with customer service emphasizing communication and problem-solving, and loan specialists requiring product knowledge and sales abilities.

What does an Abc Financial Customer Service representative do?

An Abc Financial Customer Service representative assists customers with inquiries related to their accounts, billing, payments, and membership services. They handle questions about account status, resolve issues, and provide support via phone, email, or chat. Representatives are also responsible for processing requests, updating account information, and ensuring customer satisfaction. Their role is crucial in maintaining positive relationships between Abc Financial and its clients.
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Abc Financial Customer Service jobs near you

Financial Customer Service Representative

IntePros

Lake Mary, FL

Other

Posted 14 days ago

Job description

Financial Customer Service Representative
We are seeking a Financial Customer Service Representative to join a growing team supporting Registered Investment Advisory (RIA) clients within the brokerage and financial services industry. This is an excellent opportunity to work in one of the fastest-growing segments of financial services while gaining exposure to both Broker Dealer and RIA operations.
In this role, you will support clients with brokerage account openings, account transfers, fund movements, account maintenance, and platform navigation. You will serve as a primary point of contact for client inquiries via phone and email, managing requests through resolution while delivering a high level of service and professionalism.
Key Responsibilities:
• Support Broker Dealer clients with daily inquiries, issue resolution, and escalations
• Assist RIA clients with brokerage services, account support, and platform navigation
• Guide clients through processes and coordinate with internal teams to ensure successful outcomes
• Take ownership of client requests from start to finish, including follow-up and escalation management
• Handle multiple inquiries simultaneously while maintaining accuracy and attention to detail
• Build strong working relationships with clients and internal stakeholders
Qualifications:
• 1-3 years of experience within finance, brokerage operations, or financial services
• Background in brokerage securities, retail banking, or related financial services environments
• Strong organizational, analytical, and problem-solving skills
• Excellent verbal and written communication skills
• Ability to manage complex client situations calmly and professionally
Preferred Experience:
• Experience supporting Broker Dealer clients
• Exposure to RIA environments and brokerage account operations
• Knowledge of new account opening and account transfer processes
• Ability to work independently and learn new systems/processes quickly
• Stable work history preferred
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