Customer Service Representative (Insurance)
$19 - $22/hr
We strive to be the number one place to go for brokers and agents to source insurance. To ... This CSR will join a growing wholesale business unit, as SBS adds immediate depth to ISC ...
$19 - $22/hr
We strive to be the number one place to go for brokers and agents to source insurance. To ... This CSR will join a growing wholesale business unit, as SBS adds immediate depth to ISC ...
$19 - $22/hr
We strive to be the number one place to go for brokers and agents to source insurance. To ... This CSR will join a growing wholesale business unit, as SBS adds immediate depth to ISC ...
$24.10/hr
Customer Service Representative - Call Center (Berlin) Summary Title: Customer Service ... Broker Services Salary Range: Starting wage is $24.10 per hour More about this job > Description ...
$24.10/hr
Customer Service Representative - Call Center (Berlin) Summary Title: Customer Service ... Broker Services Salary Range: Starting wage is $24.10 per hour More about this job > Description ...
South Jordan, UT · On-site
$22 - $24/hr
Financial Service Representative/ Customer Service Representative Job Location: South Jordan, UT ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
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South Jordan, UT · On-site
$22 - $24/hr
Financial Service Representative/ Customer Service Representative Job Location: South Jordan, UT ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
Montpelier, VT · On-site
$24.10/hr
Customer Service Representative - Call Center (Berlin) Title: Customer Service Representative ... Assists the Broker Services Manager with volunteer driver coordination and scheduling as needed
Montpelier, VT · On-site
$24.10/hr
Customer Service Representative - Call Center (Berlin) Title: Customer Service Representative ... Assists the Broker Services Manager with volunteer driver coordination and scheduling as needed
Columbus, OH · On-site
$22/hr
Roles & Responsibilities: · The Retirement Services Team within the Brokerage Service Network (MSSN) provides IRA and retirement account support to Brokerage financial advisors and branch employees ...
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Columbus, OH · On-site
$22/hr
Roles & Responsibilities: · The Retirement Services Team within the Brokerage Service Network (MSSN) provides IRA and retirement account support to Brokerage financial advisors and branch employees ...
South Jordan, UT · On-site
$20 - $22/hr
Client Service Representative Location: South Jordan, UT Duration: 12 Months Preference for 1 of ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
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South Jordan, UT · On-site
$20 - $22/hr
Client Service Representative Location: South Jordan, UT Duration: 12 Months Preference for 1 of ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
Columbus, OH · On-site
$15.50 - $21/hr
Client Service Representative Location: South Jordan, UT Duration: 12 Months Preference for 1 of ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
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Columbus, OH · On-site
$15.50 - $21/hr
Client Service Representative Location: South Jordan, UT Duration: 12 Months Preference for 1 of ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
Columbus, OH · On-site
$19 - $22/hr
Client Service Representative Location: Columbus, OH Duration: 12 Months Preference for 1 of the ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
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Columbus, OH · On-site
$19 - $22/hr
Client Service Representative Location: Columbus, OH Duration: 12 Months Preference for 1 of the ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
Columbus, OH · On-site
$15.50 - $21/hr
Client Service Representative Location: Columbus, OH Duration: 12 Months Preference for 1 of the ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
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Columbus, OH · On-site
$15.50 - $21/hr
Client Service Representative Location: Columbus, OH Duration: 12 Months Preference for 1 of the ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
South Jordan, UT · On-site
$15.25 - $20.75/hr
Client Service Representative Location: South Jordan, UT Duration: 12 Months Preference for 1 of ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
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South Jordan, UT · On-site
$15.25 - $20.75/hr
Client Service Representative Location: South Jordan, UT Duration: 12 Months Preference for 1 of ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
Columbus, OH · On-site
$20 - $22/hr
Banking Service Representative Job Location: Columbus, OH 43219 Job Duration: 12 Months+ Extension ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
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Columbus, OH · On-site
$20 - $22/hr
Banking Service Representative Job Location: Columbus, OH 43219 Job Duration: 12 Months+ Extension ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
Columbus, OH · On-site
$15.50 - $21/hr
Client Service Representative Location: Columbus, OH Duration: 12 Months Preference for 1 of the ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
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Columbus, OH · On-site
$15.50 - $21/hr
Client Service Representative Location: Columbus, OH Duration: 12 Months Preference for 1 of the ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
South Jordan, UT · On-site
$20 - $21/hr
Client Service Representative Location: South Jordan, UT, Duration: 12 Months Preference for 1 of ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
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South Jordan, UT · On-site
$20 - $21/hr
Client Service Representative Location: South Jordan, UT, Duration: 12 Months Preference for 1 of ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
Columbus, OH · On-site
$19.17/hr
Customer Service Representative / CSR Location: Columbus, OH 43219 Duration: 12 Months Pay Rate ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
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Columbus, OH · On-site
$19.17/hr
Customer Service Representative / CSR Location: Columbus, OH 43219 Duration: 12 Months Pay Rate ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
Title: Customer Service Representative / CSR Location: South Jordan, UT 84095 Duration: 06 Months ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
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Title: Customer Service Representative / CSR Location: South Jordan, UT 84095 Duration: 06 Months ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
Title: Customer Service Representative / CSR Location: South Jordan, UT 84095 Duration: 12 Months ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
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Title: Customer Service Representative / CSR Location: South Jordan, UT 84095 Duration: 12 Months ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
Title: Customer Service Representative / CSR Location: South Jordan, UT 84095 Duration: 12 Months ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
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Title: Customer Service Representative / CSR Location: South Jordan, UT 84095 Duration: 12 Months ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
Title: Customer Service Representative / CSR Location: South Jordan, UT 84095 Duration: 12 Months ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
Quick apply
Title: Customer Service Representative / CSR Location: South Jordan, UT 84095 Duration: 12 Months ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
Title: Customer Service Representative / CSR Location: South Jordan, UT 84095 Duration: 06 Months ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
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Title: Customer Service Representative / CSR Location: South Jordan, UT 84095 Duration: 06 Months ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
Title: Customer Service Representative / CSR Location: South Jordan, UT 84095 Duration: 12 Months ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
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Title: Customer Service Representative / CSR Location: South Jordan, UT 84095 Duration: 12 Months ... Functional support areas include Brokerage Cash Management products and services, Brokerage Online ...
$12.50 - $14.93
7% of jobs
$17.18 is the 25th percentile. Wages below this are outliers.
$14.93 - $17.35
19% of jobs
The median wage is $19.72 / hr.
$17.35 - $19.78
24% of jobs
$19.78 - $22.20
12% of jobs
$22.20 - $24.63
5% of jobs
$24.63 - $27.05
7% of jobs
$27.08 is the 75th percentile. Wages above this are outliers.
$27.05 - $29.48
23% of jobs
$29.48 - $31.91
2% of jobs
$31.91 - $34.33
0% of jobs
$34.33 - $36.76
0% of jobs
$36.76 - $39.18
0% of jobs
$12
$23
$39
A Brokerage Service Representative assists clients with their investment accounts, processes trade orders, and provides information on financial products and services. They help customers understand market trends, account details, and company policies while ensuring compliance with financial regulations. Strong communication and problem-solving skills are essential for this role, as representatives often address inquiries about transactions, account management, and investment options.
To thrive as a Brokerage Service Representative, you need a solid understanding of financial markets, securities trading, and customer account management, often supported by a bachelor's degree in finance or business and industry licensing such as FINRA Series 7. Familiarity with trading platforms, CRM systems, and regulatory compliance tools is typically required. Excellent problem-solving abilities, attention to detail, and strong interpersonal communication help top performers manage client relationships and resolve concerns efficiently. These capabilities are crucial for delivering accurate, timely support in a highly regulated and fast-paced financial environment.
As a Brokerage Service Representative, you will interact with a broad range of clients, including individual investors, financial advisors, and occasionally institutional clients. Your daily responsibilities often involve answering inquiries about account management, facilitating trades, resolving transaction issues, and providing insights on available brokerage products. You’ll spend much of your time communicating via phone, email, or online chat to ensure client satisfaction and timely resolution of concerns. Direct client interaction requires you to stay informed about market trends and compliance requirements while building trust and rapport. This client-focused approach provides valuable exposure to a variety of financial situations and helps develop your expertise for long-term career advancement within the industry.

$19 - $22/hr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 28 days ago
Sourced by ZipRecruiter
11 - 50 Employees
Harrison, NY, US
2016