Customer Service Representative - Denton, TX
Finance service representative job in Denton, TX
We are hiring a Customer Service Representative to work out of our Denton, TX corporate office!
This role is responsible is for resolving customer issues, processing orders, tracking/tracing shipments, processing returns/damages, and working with internal departments.
Responsibilities:
Resolve customer calls and emails in a timely manner
Receive, process, and respond to inquiries regarding pricing, order status and changes, product availabilities and product information
Process all incoming requests for shipment information from both internal and external
Act as a liaison between our Logistics Department and our customers regarding order status, tracking shipments, and identifying late shipments
Facilitate the resolution of quality, service, or billing issues by performing activities such as issuing Order Complement, issuing RGA's, or other remedies as deemed appropriate by management
Confer with other internal departments to resolve customer issues or complaints
Check to ensure that appropriate changes were made to resolve customers' issues or requests, ensuring complete follow through every time
Facilitate order complement process, completing the required paperwork and following through on the entire transaction to resolution
Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments
Manage claims with freight companies and customers
Complete regularly scheduled or ad hoc reports using SAP and MS Excel
Requirements:
2 years of Customer Service or related experience preferred
Ability to work 100% on-site out of the Denton, TX office
Professional business acumen with the proven ability to multi-task extensively and remain results-oriented while receiving ever-changing or ambiguous direction and minimal supervision
Understanding of what it takes to provide good customer service
Ability to follow through on complex/technical projects requiring extensive research
Excellent phone presence and professional communication skills; proven ability to remain composed when faced with difficult issues and tight deadlines
Spanish language fluency is a plus
Advanced MS Office skills
We offer:
Competitive compensation
The ability to become a part of an industry-leading dynamic team with a high focus on delivering results and continuous improvement
401(k) plan through Fidelity, with a generous company match; 100% vested immediately upon contributing and no waiting period to start participating
Paid Holidays and Paid Time Off with the option to cash out unused PTO every year
Possibility for telework days, depending on position, with flexible make-up time for exempt employees
Blue Cross Blue Shield medical insurance plans, along with dental and vision benefits.
Opportunities for career development and advancement; enhance your technical, specialized knowledge and gain new skills through promotions from within.
Data Entry/Customer Service
Finance service representative job in Mansfield, TX
We're seeking a detail-oriented and customer-focused professional to join our team in supporting the operational objectives of a Vehicle Processing Center. This role is ideal for someone who thrives in a fast-paced environment, values accuracy, and enjoys providing exceptional service. This will be a temp-to-hire role, Monday-Friday 8-5pm fully onsite.
Key Responsibilities:
Perform heavy data entry and maintain accurate records in company systems.
Review and verify documentation for completeness and compliance.
Counsel customers on appointments, shipping requirements, and documentation.
Handle general office duties including filing, scanning, and correspondence.
Ensure confidentiality and compliance with data integrity policies.
Provide face-to-face customer service and assist with inquiries.
Qualifications:
2+ years of office and customer service experience.
Strong organizational and time management skills.
Proficiency in MS Office (Word, Excel, PowerPoint).
Ability to type 50+ WPM and conduct internet research.
High school diploma required; experience with vehicle or property moves preferred.
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: *****************************************
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting *************
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future (TM)
Customer Service Representative
Finance service representative job in Grapevine, TX
**Spanish is a Requirement**
Compensation: $55k-$65k Plus Bonus (Up to $1000/Month)
The Customer Service Representative (CSR) serves as the primary liaison between Us and the client, providing exceptional service throughout the post-sales process. This role is responsible for managing customer inquiries, ensuring order accuracy, coordinating with internal departments, and enhancing the overall customer experience. The CSR is a solutions-oriented communicator who ensures client satisfaction while supporting operational efficiency.
Core Competencies
Customer-Centric Mindset
Analytical Problem-Solving
Attention to Detail and Accuracy
Composure and Patience
Exceptional Communication Skills
Adaptability and Flexibility
Professionalism and Positive Demeanor
Dependability and Accountability
Multitasking and Organizational Efficiency
Essential Duties And Responsibilities
Customer Service and Communication
Answer the phone with a positive, energetic voice; listen attentively to the customer.
Answer all emails in a timely and professional manner.
Contact customers via phone or email with follow-up information.
Provide customers with order confirmation and shipping information.
Assist customers in problem resolution and escalate to the Customer Service Manager when needed.
Resist telling a customer “no” until all resources have been exhausted.
Always offer a solution if the exact material requested is unavailable.
Work directly with the Customer Service Manager on any difficult situations.
Order Management and Processing
Receive and process customer orders via phone, email, online portal, ensuring timeliness and accuracy.
Monitor open orders and proactively manage any delays or updates.
Obtain necessary information from customers to ensure prompt and efficient order processing.
Provide accurate pricing and inventory information.
Sales and Technical Support
Provide support to the sales team with any administrative or customer-related needs.
Deliver basic technical assistance to customers; escalate complex inquiries to the Sales or Technical team.
Maintain a solid grasp of the products and services offered to effectively assist customers and the sales team.
Documentation and System Management
Keep up-to-date customer notes and records in the NetSuite system.
Maintain good communication with the warehouse to ensure accurate order fulfillment and status updates.
Administrative and Organizational Duties
Maintain accurate and complete documentation of customer interactions in NetSuite.
Assist with invoicing support and shipping documents as needed.
Support warehouse and fulfillment activities with clear communication and paperwork.
Proactively identify potential issues in order flow and escalate accordantly.
Routine Duties And Responsibilities
Ensure customer complaints are addressed and resolved in a timely manner
Prepare order entry and ensure data is accurate
Maintain clear communication with your team; it is essential
Have a solid grasp of our products and services we offer
Ensure that management personnel are kept informed of all pertinent customer issues
Other duties as assigned and directed
Supervisory Responsibilities
This position has no supervisory responsibilities.
Supervision Received
This position reports to the Customer Service Manager.
People Contact
Ability to work with other employees, customers and vendors.
Qualifications
Demonstrated proficiency with Microsoft Office Suite and CRM System (NetSuite)
Capable of operating standard office equipment
Highly organized and detail-oriented, with the ability to prioritize tasks and manage multiple responsibilities effectively.
Able to perform work with a high degree of precision
Comfortable working in a fast-paced setting with frequent interruptions while maintaining focus and productivity.
Possesses excellent telephone etiquette and customer service skills, with the ability to remain calm and professional when interacting with difficult or upset customers.
Education And/Or Experience
Required: High School Diploma, Associates Degree or higher preferred but not required. 1-2 years of customer service and data entry experience.
Preferred experience: 5 years' experience working in an office environment with business-to-business customer service duties.
Certificates, Licenses, Registrations
Required: Valid Driver's License
Language Skills
Must be able to communicate effectively both in writing and verbally in English and Spanish to interact with clients and other employees.
Ability to write and read reports.
Mathematical Skills
Must be able to formulate and comprehend business math calculations. Excellent basic arithmetic skills
Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
Physical Demands
The physical requirements consist of walking, turning the head and torso, stooping, kneeling, reaching, grasping, bending, and flexing the arms, legs, wrists, hands, and fingers. The senses of being able to see, hear, and have full power of speech are required.
Work Environment
This position will be working primarily indoors. Exposure to warehouse environment such as noise, dust, odors and fumes, chemicals and adhesives.
May be required to go outside for the purpose of viewing product with a customer, which may be hot, cold, wet, and dirty.
The noise level in the work environment is usually moderate.
Technical Customer Service Representative
Finance service representative job in Irving, TX
Type: Contract to Hire
We are seeking a Technical Customer Service Representative to support proprietary technology platforms and deliver an exceptional, white-glove customer experience. This role blends technical troubleshooting, customer support, and detailed review of home inspection data. You will help guide users through setup, connectivity, and product usage while ensuring accuracy and professionalism across every interaction.
Responsibilities
Conduct digital quality assurance on self-guided home inspections: review photos, validate details, and identify issues.
Guide customers through virtual or phone-based home inspections step-by-step.
Assist users with installation, setup, WiFi connection, app usage, and sensor connectivity.
Troubleshoot issues such as device pairing, alerts, and connectivity problems.
Document calls, resolutions, and inspection findings to support process and product improvements.
Make proactive outreach calls to improve product adoption and customer satisfaction.
Maintain clear, professional communication via phone, email, and text.
What We're Looking For
High School Diploma or GED required; bachelor's degree preferred.
1+ year of experience in technical support, help desk, call center, or field service.
Experience troubleshooting mobile devices, WiFi connectivity, or IoT/smart-home systems.
Strong communication skills and problem-solving ability.
High attention to detail and ability to thrive in a fast-paced environment.
Customer-first mindset, proactive attitude, and willingness to learn.
Ability to work onsite with flexibility across different shifts.
Why This Role Is Great
Collaborative, dynamic environment.
Opportunities for professional growth, including training and advancement into tech support, product specialist, or leadership roles.
Direct exposure to innovative technology and hands-on product improvement.
Customer Service Representative (Fresher,Graduate)
Finance service representative job in Dallas, TX
Job Title: Customer Service Representative
Job Type: Full-Time
Experience Level: Entry to Mid-Level
We are looking for a Customer Service Representative to join our team in Dallas, TX. The ideal candidate will be responsible for delivering excellent customer support by handling inquiries, resolving complaints, and providing information about products or services. If you are a people person with strong communication skills and a passion for helping others, we'd love to hear from you!
Key Responsibilities:
Handle incoming customer calls, emails, and chats in a professional and courteous manner.
Resolve customer issues efficiently while ensuring customer satisfaction.
Provide product/service information and assist with order placement, billing, returns, and technical support.
Document all customer interactions in the CRM system accurately.
Escalate complex issues to the appropriate departments when necessary.
Maintain knowledge of company products, services, policies, and procedures.
Meet or exceed performance metrics related to response time, quality, and customer satisfaction.
Requirements:
Bachelor's degree is must.
1-3 years of customer service or call center experience.
Excellent verbal and written communication skills.
Proficiency in using computers, CRM systems, and basic MS Office tools.
Ability to multitask, prioritize, and manage time effectively.
Positive attitude, patience, and a strong work ethic.
CSR Dispatcher
Finance service representative job in Dallas, TX
The Dispatcher serves as the first point of contact for incoming customer communications and is responsible for distributing email requests and documentation to the appropriate Customer Service Representative (CSR) for processing. This role ensures
timely response and task routing within the customer service team
and provides support with customer documentation and
communication, including order acknowledgments and COA
requests.
Business metrics Key performance metrics for the Dispatcher role include average
first response time, email routing accuracy, and order
acknowledgment turnaround time. Efficiency can be measured
by email volume managed, COA request fulfillment rate, and
timely escalation of urgent tasks. Additional indicators such as
internal stakeholder satisfaction and error rate in task execution
reflect the quality of support provided. Together, these metrics
ensure prompt, accurate, and customer-focused service
delivery.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Call Center Customer Service Representative
Finance service representative job in Dallas, TX
Who we are!
At 4Ci our mission is to build long term relationships, based on trust, integrity, and knowledge with all our employees and business affiliates. 4Ci has been in business for 20 years and has employees working on mission critical projects nationwide. We provide computer programming, testing, and system design services to develop and maintain multi-year, multi-million-dollar mission critical applications for the US Government. Examples of such applications are Medicaid MMIS systems, Health Insurance Exchange, Child Support, Food Stamps, Unemployment Insurance. We hire people that have desire, aptitude, and attitude to work with our clients such as big 3 consulting firms and US State Government and others.
While employed with us you get hands on experience with very large-scale mission critical applications that use latest in technology trends and software tools. We invest in training our resources and retool their expertise to meet our project needs.
More importantly our employees have a well-defined social and business purpose to help our clients deliver social and welfare benefits to millions of needs families by use of technology and knowledge.
What we do
We partner with big 3 consulting firms to design, develop, and maintain complex, heterogeneous, and client facing web-based automation systems that deliver social and welfare benefits to millions of families, nationwide. To develop such highly complex web applications we need professionals with broad range of experience and skills ranging from subject matter experts, computer programmers, project managers, tester, systems analysts and others. We invest in training our employees and retool their expertise to meet our project needs.
Job Title: Customer Service Representative
Location: Remote/ Nationwide
Duration: long term
Requirements:
High school diploma or equivalent; associate or bachelor's degree preferred.
Experience in unemployment insurance programs, state agency work, or case worker roles strongly preferred.
Prior customer service or call center experience.
Strong communication skills (verbal and written).).
Qualifications:
40 hours per week. M-F. Must be authorized to work in the United States. Email resumes to ********************** or mail to Attn: HR, 4Consulting, Inc., 6850 TPC Drive Suite 208 McKinney, TX 75070.
Disclaimer
4 Consulting Inc. offers a comprehensive compensation and benefits package. 4Ci is an affirmative action-equal opportunity employer. 4Ci complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified candidates are considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.
Member Services Specialist
Finance service representative job in Irving, TX
Job Title: Member Services Specialist
Shift: 9am to 5pm, Monday to Friday
Schedule: 5 days a week - 40 hours
Roles and Responsibilities:
2 years of customer service experience in healthcare, insurance, and call center environment.
Must have excellent understanding of benefits, products, & other health care and/or insurance issues as they pertain to our customers (internal/external).
Facilitates member & provider understand of the plan coverage and benefits by thoroughly researching inquiries in an efficient and professional manner
Records all contact with customers, both verbal & written in the current MIS system
Required to assist in training/re-training new and current employees
Maintains accurate documentation of all telephone contact, walk-in customers, any mail inquiries by documenting to ensure a clear audit trail for reporting purposes
Responsible for handling all incoming calls and the making of outgoing calls as needed in order to resolve any issues or questions
Triage phone request to other areas such as Utilization Management and Provider Relations
Handles incoming written correspondence in a timely and professional manner
Sales Estimating Representative
Finance service representative job in Dallas, TX
At Inter-Co Division 10, we specialize in the distribution and installation of toilet partitions, lockers, washroom accessories, glass shower systems and other specialty construction products. With 11 locations across Canada and the United States, it is our mission to create the leading North American Division 10 distribution company focused on exceptional customer service, competitive pricing and industry-leading expertise and project delivery.
Looking for a new opportunity?
We are currently looking for a Sales Estimating Representative for our office in Dallas, Texas, northwest of the downtown area.
This position will be responsible for:
Active sales & customer-development
Quoting jobs for General Contractors by reading architectural documents and generating accurate takeoffs
Source products from various suppliers to obtain competitive material cost
Phone customers to follow up on quotes & negotiate contracts
Is this the right role for you?
You have an eagerness to learn, grow & develop
An ability to create & maintain positive relationships
Proactive & direct communication skills
Strong organizational skills & attention to detail
Confidence in negotiation & problem solving ability
Interest in the construction industry and willingness to learn and grow within the sector
Ability to thrive in a team-oriented and fun work environment
What You'll Bring:
Undergraduate Degree
Knowledge of the construction industry would be considered an asset
A valid state driver's license with access to a personal vehicle
A strong sense of hustle and drive, with a proactive approach to customer outreach
Why work for Inter-Co?
Start your weekend early every Friday
Group Health Benefits including medical, dental and vision
Employee Shared Purchase Plan with company matching
401K Plan with company matching
Travel Incentive Program to visit company locations
Paid time-off between Christmas and New Years Day
You'll be joining a rapidly growing fast-paced business with multiple locations across Canada and the United States
As we are committed to providing a positive candidate experience, only those selected for an interview will be contacted. Applicants who may require an accommodation during the selection process are encouraged to notify the Human Resources Department when contacted for an interview.
Sales Representative - Commercial Roofing
Finance service representative job in Dallas, TX
Dallas, TX
$70k - $90k + up to 5% on Commission
Stop Settling, Start Earning! Ready to Join a Contractor That Truly Rewards Your Efforts? Let's Talk Today.
Top sales performers are earning $135k - $195k OTE, you could be next!
You'll join a platform at the start of its commercial roofing journey and make a real impact from day one.
You'll play a pivotal role in the company's growth and be first in line for promotions, where the duties are greater but so are the rewards!
This isn't just a new job, it's the launchpad for the rest of your career. Make 2026 the year you earn more than ever before.
What's in it for you?
PTO
Vehicle + gas card
Bonus + Commissions
401k with company match
Health, dental and vision insurance
Company Story
This private equity-backed business is rapidly expanding its footprint in the commercial roofing sector.
The group was launched recently and has already made a name for themselves. They are looking to grow quickly and have $100 million in capital to invest.
The company's vision is to grow nationally by partnering with existing businesses, while allowing those businesses to keep their identity and culture, and building new locations across the U.S. It's all the fun of entrepreneurship without the risk.
What they do
The company focuses exclusively on commercial roofing, with most of its work centred on re-roofing projects.
They also take on new construction and service work. A key objective is to continue building out the service and repair division.
They specialize in large projects and have staff on hand who can offer design and consulting services in addition to installation, repair, and maintenance.
Your role
Generate and maintain a book of business.
Cold call, market and commercial door knock.
Be the face of the company as the platform launch their branch
What you'll need
2+ years in a commercial sales position
A book of contacts would be advantageous
Ability to self-generate leads
APPLY TODAY! And you will hear back within 48 hours! I appreciate your current resume may not be up to date; don't let it prevent you from applying.
You can email me directly at: ***************************** **************
Not quite right for you but know an excellent candidate? Make a referral and if they get the job, you get
$1000!
Proprietary Equity Traders Wanted
Finance service representative job in Dallas, TX
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyPersonal Banker
Finance service representative job in Dallas, TX
Job Description* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success
* Follow established policies in accordance with the bank and the supervisor s direction
* Accountable for the personal achievement of monthly new account production as assigned by upper management
* Participate in an active sales environment that may require in-store aisle prospecting
* Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
* Receive cash and checks for deposit, verify amounts, and look for check endorsements
* Examine cash carefully to guard against acceptance of counterfeit checks and identification
* Enter transactions into computer and issue customer receipts
* Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit
* Process western union wires and cash advances
* Cross-sell bank services and products
* Provide bank services to a diverse customer base, including a large Spanish speaking population
* Perform other tasks requested by supervisors as they relate to the bank and its functions
* Regular and predictable attendance and punctuality
* Approval limits will be based upon established authority levels
Environmental and Physical Requirements:
* Required to stand or walk for extended periods of time dependent upon branch location
* Ability to work in a high volume, stressful and noisy environment
* Schedules are prepared based on business need and subject to change at any time
* Operate a computer and other office machinery
* Ability to lift up to 50 lbs.
FNBT is an equal opportunity employer.
Frisco Dodge - Future Positions
Finance service representative job in Frisco, TX
Job Details Frisco Chrsyler Dodge Jeep Ram - Frisco, TX Full Time High SchoolDescription
We are looking for an experienced and motivated individuals for all positions of the automotive dealership. Submit your resume here!
Responsibilities Include:
Set an example of professionalism through daily actions and appearance
Attends all staff meetings, trainings, and educational classes as required
Follows all safety and security procedures
Is ethical and transparent in all leading operations
Maintains work area in a neat and organized manner
Performs other duties as assigned
Qualifications
Are team-oriented, flexible and focused, and are eager to make money in a very busy dealership
Must have a steady work history and be committed to starting a new career
Strong business sense and industry expertise
Possess competent computer and phone skills (Internet, Microsoft, Outlook, CRM, etc.)
Must be able to read and comprehend written instructions and information
Are willing to submit to pre-employment background check and drug screen
Able to work independently with minimal supervision
Highly motivated and willing to learn new skills
Highly professional and dependable
Team player with excellent communication and interpersonal skills
Benefits
Competitive Pay
Employee Purchase and Service Discounts
Ongoing Training and Education
Paid Vacation
Full benefits options including Medical, Dental, Vision, Life, Disability, and Accident Insurance
401(k) Retirement Savings Plan
State of the Art Facility with a Professional Working Environment
Greenway Automotive Group is one of the world's most progressive, privately held automotive companies proudly serving Florida, Alabama, Georgia, Missouri, South Carolina, Pennsylvania, Tennessee, Texas, and China. The Group's 46 domestic automotive dealerships include some of the nation's top ranked performers in sales, service, customer satisfaction, and profitability.
Greenway Automotive Group is an Equal Opportunity Employer.
2026 JPMorganChase Fellowship Program- Commercial & Investment Bank - Risk Management Track
Finance service representative job in Plano, TX
JobID: 210680151 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
* Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
* Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
* Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
* Sophomore standing (expected graduation date of December 2027 through Summer 2028)
* Attends college/university in the U.S. (all majors considered) in good standing
* Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
* Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
* Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
New York, NY
Plano, TX
Fellows will have an opportunity to select up to two location preferences on their application. Potential placement could include any of our offices within the city's metropolitan area.
About Our Track
Line of Business: Commercial & Investment Bank (CIB)
Track: Risk Management Track
The JPMorganChase Fellowship Program offers an in-depth exploration of Risk Management at JPMorganChase, where managing risk is integral to our business activities. Participants will learn how the firm's risk tolerance is aligned with its earnings power, capital, and diversified business model. Key aspects of the program include:
* Comprehensive Risk Framework: You will learn about how the business manages our financial reputation and regulatory performance, shapes decisions, influences models, and interfaces with regulators.
* Critical Risk Skills: Develop necessary skills in valuation analysis, accounting, corporate finance, economics, equity capital markets, debt capital markets, and risk analysis.
* Mitigation and Transparency: Learn how risk managers mitigate and manage risk while maintaining transparency with management, clients, regulators, and shareholders.
Additional information about Risk Functions within JPMorganChase:
* Credit Risk Team: Assess client credit strength and analyze the firm's retained credit risk related to lending and trading activities. Locations: New York, NY and Plano, TX
* Market Risk Team: Track market events, perform portfolio analysis and provide risk advisory for multiple asset classes, including FX, Rates, Equities, Credit, Securitized Products and Commodities retained by the firm. Locations: New York, NY
The JPMorganChase Fellowship Program equips participants with the skills and insights needed to excel in the dynamic field of risk management at JPMorganChase.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
Auto-ApplyInvestment Banker VP, Coverage
Finance service representative job in Dallas, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at *************************
Competences
* Extraordinary levels of motivation and initiative.
* Effective team player with ability to work in a fast-paced, highly collaborative environment.
* Experience in training junior bankers.
* Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity.
* Very strong quantitative and analytical skills (including Excel modelling and valuation work).
* Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions.
* Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team.
* Deep knowledge of the industry and products and has the ability to comfortably interact with clients in a professional and mature manner.
* Thorough understanding of financial, legal and reputational risks facing investment banks in today's environment.
Responsibilities
* Participate in the execution of equity and debt financings, M&A, and restructuring and recapitalization transactions.
* Ability to operate as project / deal team lead, driving the work product and transaction processes.
* Perform financial valuation, discounted cash flow, leveraged buyout, pro forma merger, accretion / dilution, precedent transaction, and comparable companies' analyses.
* Analyze detailed corporate and financial information, as well as conduct due diligence.
* Build detailed financial operating models and valuation models.
* Prepare and participate in the delivery of client presentations.
* Supervise and direct junior bankers in the preparation of pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations and prospectuses.
* Conduct industry and product research.
* These responsibilities afford direct and active interaction with the senior executive management teams of our clients. Vice Presidents are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Leveraged Finance, Corporate Banking, Private Wealth, and Sales and Trading teams, collaborating to develop and execute solutions to meet client needs.
The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.
Auto-ApplyFinancial Services Representative
Finance service representative job in Frisco, TX
Job Description
Join our team as a Financial Services Representative and become part of a respected organization with a strong reputation in the insurance and financial industry. At NYL - DFW, your professional growth is our priority. We equip you with the training, resources, and ongoing support you need to thrive.
In this role, you'll build trusted relationships with clients, helping them make confident decisions that support a secure financial future. We are dedicated to delivering outstanding customer service, ensuring you can provide exceptional guidance and solutions every step of the way.
We offer a competitive compensation structure along with clear opportunities for career advancement-giving you the ability to grow personally and professionally. Be part of a team that values your success and empowers you to make a meaningful impact in the lives of others through financial services. Let's build something great together.
Compensation:
$75,000 - $90,000+ yearly
Responsibilities:
Create and execute sales strategies to grow and manage customer portfolios effectively
Provide personalized advice by evaluating clients' financial needs and priorities, presenting tailored plan options that fit their goals
Participate in required training sessions-both online and in person-to obtain and maintain necessary licenses
Deliver exceptional customer service at every stage of the client relationship
Qualifications:
Strong communication skills are essential for success in this role
Must already hold, or be willing to obtain, a Life/Health insurance license
Passion for helping others and making a positive impact
Prior experience in sales or business is highly valued
Comfort using CRM tools, especially Salesforce, is a plus
Bilingual candidates are strongly encouraged to apply
About Company
We are among the strongest and most respected financial companies in America today, ranking #69 on the 2025 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies, such as Standard and Poor's (AA+), A.M. Best (A++), Moody's (Aaa), and Fitch (AAA). Source: Independent Third Party Ratings Reports as of 8/19/2025. For over 80 consecutive years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
A promise to work with you to build a strong financial future for both you and your clients.
Gold & Bullion Trader
Finance service representative job in Dallas, TX
Set your sights on a career at Heritage Auctions, headquartered in Dallas, Texas, with offices in New York, Chicago, Beverly Hills, London, Hong Kong, and other cities. Heritage Auctions is the largest auction house founded in the U.S. and serves more than 50 different auction categories, including Coins, Sports, Comics, Historical, Jewelry, Fine & Decorative Art, Wine, and many more.
SUMMARY: The role of a Gold and Bullion Trader is responsible for buying and selling gold, silver, platinum, and other precious metals in the global market. The primary responsibility is to manage and expand the company accounts and portfolios by buying, selling, and trading from a selection of coins and metals.
LOCATION: South of Dallas/Fort Worth International Airport, NW corner of W. Airport Freeway (Hwy. 183) and Valley View Lane
BENEFITS:
Medical, Dental, Vision coverage
Paid time off
401k savings plans
COMPENSATION: Commensurate based on experience.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Monitoring market trends and making informed trading decisions based on market analysis.
Executing trades and managing risk by hedging against market volatility.
Maintaining relationships with existing accounts, and prospecting for new accounts.
Requirements
EDUCATION & EXPERIENCE:
Solid understanding of the global precious metals market
Excellent analytical and interpersonal skills
A proven track record of success in a similar role
Bachelor's degree in finance, economics, or a related field is often preferred.
Heritage Auctions welcomes and encourages applications from women, minorities, veterans, mature workers, and persons with disabilities. EOE
Associate I - Global Fund Services Bank Loans
Finance service representative job in Plano, TX
Bank Loan Administration is responsible for trade instruction capture, settlements, and lifecycle events for bank loan assets under Fund Services. The team partners with various internal and external parties, including but not limited to, fund accounting, client services, fund managers, as well as agent banks.
As an Associate I within the Bank Loan Administration team, you will play a crucial role in managing the trade instruction capture, settlements, and lifecycle events for bank loan assets within our Fund Services division. You will work closely with a network of internal and external partners, including fund accounting, client services, fund managers, and agent banks, to ensure seamless operations and exceptional client service.
Job responsibilities:
Understand of all aspects of loan or deal administration functions (including all aspects of funding).
Be responsible for the bank loan life cycle events including paydown, drawdown, interest rate resets, payment-in-kind interest calculations, delayed compensation accruals / calculations and trade settlements
Develop a thorough knowledge of our client base and building relationships with Investment Managers and other related third parties. Work closely with your clients to resolve queries and providing first level account service
Create, maintain and update procedures for client specific deliverables
Review of daily controls and communication of any new training or procedural changes to the team; ensure that all controls and procedures outlined in the procedures manual and general company policies are complied with across all groups
Ensure all scheduled work is completed by agreed deadlines, checklists are signed and files contain all required documentation; work cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness
Assist in testing and implementation of system enhancements as required
Required qualifications, capabilities, and skills:
Bachelor's degree, with minimum 2 years relevant work experience in bank debt / leveraged loan operations
Excellent communication and relationship/partnership-building skills both with team members as well as other business partners
Strong attention to detail with a control mindset, time management, planning skills and the ability to handle multiple competing priorities
Demonstrates flexibility and willingness to accept new assignments and challenges in a rapidly changing environment
Strong decision-making skills, ability to identify problems and propose solutions. Exhibit initiative to raise issues to appropriate/relevant parties when needed.
Preferred qualifications, capabilities, and skills:
Knowledge of LSTA/LMA standard documents, such as Trade Confirmations
Knowledge of financial data providers such as Bloomberg, ClearPar, and IHS Markit; investment vehicles related to bank debt (CLOs, private equity funds, etc.)
Strong understand of accounting principles, specifically how bank debt transactions impact financial statements
Bachelor's degree, preferably Finance, Accounting, or Economics
Auto-ApplyFinancial Services Representative
Finance service representative job in Frisco, TX
Join our team as a Financial Services Representative and become part of a respected organization with a strong reputation in the insurance and financial industry. At NYL - DFW, your professional growth is our priority. We equip you with the training, resources, and ongoing support you need to thrive.
In this role, you'll build trusted relationships with clients, helping them make confident decisions that support a secure financial future. We are dedicated to delivering outstanding customer service, ensuring you can provide exceptional guidance and solutions every step of the way.
We offer a competitive compensation structure along with clear opportunities for career advancement-giving you the ability to grow personally and professionally. Be part of a team that values your success and empowers you to make a meaningful impact in the lives of others through financial services. Let's build something great together.
Create and execute sales strategies to grow and manage customer portfolios effectively
Provide personalized advice by evaluating clients' financial needs and priorities, presenting tailored plan options that fit their goals
Participate in required training sessions-both online and in person-to obtain and maintain necessary licenses
Deliver exceptional customer service at every stage of the client relationship
Strong communication skills are essential for success in this role
Must already hold, or be willing to obtain, a Life/Health insurance license
Passion for helping others and making a positive impact
Prior experience in sales or business is highly valued
Comfort using CRM tools, especially Salesforce, is a plus
Bilingual candidates are strongly encouraged to apply
Financial Services Representative State Farm Agent Team Member
Finance service representative job in Cedar Hill, TX
Job DescriptionBenefits:
401(k)
401(k) matching
Company parties
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Signing bonus
Training & development
Vision insurance
Parental leave
Wellness resources
Bonus based on performance
ROLE DESCRIPTION:
As a Financial Services Representative State Farm Agent Team Member with Rick Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field.
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred