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Finance service representative jobs in Suwanee, GA

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  • Hospice Sales Representative

    Prismhr 3.5company rating

    Finance service representative job in Cartersville, GA

    Are you a compassionate and driven sales professional with a passion for connecting people to quality end-of-life care? We are looking for a dedicated Hospice Sales Representative to join our team in the Cartersville, GA area. In this critical role, you'll be responsible for promoting our hospice services, building strong relationships with healthcare professionals, and ensuring that patients and their families have access to the compassionate care they deserve. This is an opportunity to make a real impact on people's lives while being part of a supportive and tight-knit team. What You'll Do Develop and execute sales strategies to promote Blue Summit's hospice services. Build and maintain relationships with physicians, case managers, hospitals, assisted living facilities, and other key healthcare providers. Represent Blue Summit at community events and networking opportunities to enhance brand awareness. Collaborate with our clinical and admissions teams to ensure a smooth transition and seamless care coordination for new patients. Stay informed on industry trends and competitor activities to identify new growth opportunities. What We're Looking For 3-5 years of successful experience in hospice or home health sales. A strong, established network within the Cartersville or surrounding areas. Excellent relationship-building and communication skills. Genuine compassion for patients and families navigating end-of-life care. A Bachelor's degree in a related field is preferred. Why Join us? We offer a culture that values recognition, growth, and stability. In addition to a fulfilling career where you'll make a tangible difference, you'll receive: Competitive Compensation: Earn additional monthly bonuses based on your production. Comprehensive Benefits: Access to health, dental, and vision insurance. Financial Wellness: A 401(k) retirement plan. Work-Life Balance: Generous paid time off, holidays, and a flexible schedule. Supportive Culture: Be part of a mission-driven team that cares deeply about each other. If you are a motivated and empathetic individual ready to build a fulfilling career while making a real impact, we encourage you to apply today!
    $61k-89k yearly est. 4d ago
  • Trade Sales Representative

    K44 Consulting LLC

    Finance service representative job in Atlanta, GA

    Top building material commpany is currently seeking Trade Sales Representative to cover the Greater Atlanta market. They carry some of the top window lines in the industry which makes them the absolute first choice for contractors, builders and remodelers. This position is responsible for establishing new business and maintaining customer relationships with residential contractors, builders, architects, remodelers and other professionals in the construction / building material industry. The right candidate for this position is required to have a hunter mentality and be eager and ready to learn the business. The candidate will be responsible for building relationships with a customer base that buys from them on a consistent basis. Experience with windows and other building materials is preferred, but not required. Other Requirements: · Exceptional verbal and written communication skills · Clean driver's license · A hunter with a track record of prospecting for new business College degree preferred, but not required.
    $38k-71k yearly est. 60d+ ago
  • Architectural & Design Sales Rep - Atlanta, GA

    Tile Club

    Finance service representative job in Atlanta, GA

    Architectural & Design Sales Representative - Atlanta, GA (Remote) Job Type: Full-time Compensation: $60K+ annually (uncapped commission structure) (Base + Commission + Performance Bonuses) Tile Club is one of the fastest-growing online tile companies in the U.S., and we're looking for an experienced, driven, well-connected, and design-savvy sales professional to join our expanding team in Atlanta, GA. Tile Club, headquartered in California, is a leading nationwide e-commerce supplier of premium tile, natural stone, and glass products. Our curated collection showcases unique, globally sourced materials known for their beauty, craftsmanship, and design versatility. We are celebrated for our unique designs, innovation, outstanding quality, and commitment to delivering an exceptional customer experience. As a fast-growing online retail brand, Tile Club combines cutting-edge web tools with personalized support tailored to the needs of the architecture and design community. We proudly serve clients in all 50 U.S. states and overseas, bringing world-class tile solutions to projects of every scale. This is your opportunity to join a high-energy, design-forward team with room to grow. What You'll Do As our Architectural & Design Sales Representative, you'll be responsible for building and nurturing relationships with key influencers in the A&D community-interior designers, architects, specifiers, builders, and developers-to drive project specifications and product adoption throughout the state of Georgia. Key Responsibilities: Develop strong, trust-based relationships with architects, designers, builders, contractors, and developers. Generate sales growth through strategic outreach, in-person meetings, and virtual presentations. Influence early-stage project specifications with Tile Club's unique product offerings. Provide expert consultation on tile, stone, and surface products to meet project requirements. Maintain and grow relationships with an existing book of business while actively pursuing new accounts. Conduct in-office presentations and CEU events for A&D firms. Manage and maintain product sample libraries at design and architecture firms. Monitor competitive activity and market trends to support strategic selling. Provide daily reports, maintain project files, and participate in weekly team meetings. Travel locally to meet with clients 4-5 days/week; Fridays typically reserved for planning/admin. What We're Looking For Qualifications: Bachelor's degree in Architecture, Design, Marketing, Business, or a related field; or equivalent experience. 5+ years of sales experience in the A&D or Hospitality community, ideally within the tile, stone, or flooring industry. Established network of architects and designers within the Georgia market. Strong technical understanding of hard surface materials and their applications. Comfortable leading presentations, product knowledge sessions, and trade shows. Active industry memberships (IIDA, ASID, AIA, CSI) are a plus. Skills & Competencies: Energetic self-starter with a passion for design and architecture. Strong communication, presentation, and relationship-building skills. Ability to self-source leads through a combination of cold calling and networking Detail-oriented, organized, and able to manage multiple ongoing projects. Proficiency in Google Workspace (Gmail, Google Drive, Google Docs, etc.). Proficiency in and ability to learn new CRM systems. Strong work ethic with a drive to succeed Proven outside or field sales experience with a track record of hitting or exceeding sales goals. Ability to lift and transport tile samples (up to 40 lbs). Valid driver's license and ability to travel What We Offer Compensation & Benefits: Competitive base salary + uncapped commission + performance bonuses Health, dental, vision, and disability insurance Paid time off (vacation, sick leave) Expenses Reimbursement (gas, cell phone, travel, etc) Employee discounts on products Opportunities for professional development and industry networking Work Schedule: Full-time | Monday-Friday 8-hour shifts Primarily on the road with occasional remote/office work Apply If You Are: A proven sales professional in the A&D or building materials industry Passionate about design, detail, and relationship-based selling Ready to work with a fast-paced, innovative team and leave your mark on exciting projects Join Tile Club and become part of a brand that's not only changing the way tile is sold but also how it's imagined. To apply, please submit your resume and a brief cover letter highlighting your experience in architectural sales and your interest in Tile Club.
    $60k yearly 2d ago
  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Finance service representative job in Atlanta, GA

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $80k-148k yearly est. Easy Apply 60d+ ago
  • Lumber Trader

    JM Hunter Group 4.0company rating

    Finance service representative job in Atlanta, GA

    Job Description Lumber Trader We are looking for a driven and self-motivated Lumber Trader to join our team. This role focuses on cold calling and building strong relationships with manufacturers to source and trade lumber products in a fast-paced, sales-driven environment. Responsibilities: Cold call and prospect new clients for lumber products and services Build and maintain relationships with manufacturers and suppliers Collaborate with sales team to pursue new business opportunities Negotiate pricing, terms, and contracts Monitor market trends, pricing, and competition Deliver excellent customer service throughout the sales process Present sales proposals, reports, and forecasts to management Requirements: Bachelor's degree in Business, Marketing, or related field (preferred) Successful sales experience, ideally in lumber or building materials Strong cold calling and lead generation skills Excellent communication, negotiation, and relationship-building abilities Self-motivated and results-oriented; works well independently or in a team Knowledge of lumber products and specifications a plus Proficient in Microsoft Office and CRM tools Willingness to travel as needed Benefits: Competitive salary + commission Full benefits: health, dental, retirement Career development and growth opportunities Collaborative, team-focused environment Take your sales career to the next level in the dynamic world of lumber trading-apply today!
    $78k-133k yearly est. 11d ago
  • 2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track

    Jpmorgan Chase & Co 4.8company rating

    Finance service representative job in Atlanta, GA

    JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $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: Atlanta, GA Chicago, IL Houston, TX Los Angeles, CA New York, NY San Francisco, CA You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Global Corporate Banking Track (GCB) Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in: * Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management * Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice. * Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries. * Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation. The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry. Recommended Course and/or Projects: * Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health * Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy. * Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking. 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.
    $131k-220k yearly est. Auto-Apply 42d ago
  • Trader

    Vident Asset Management

    Finance service representative job in Alpharetta, GA

    We are seeking an experienced and high-integrity Trader to join Vident Asset Management (Vident). As a Trader, you will play a crucial role in executing investment transactions and supporting portfolio managers in achieving their investment objectives. Vident manages portfolios across asset classes, but expertise in trading derivatives, including options, will be preferred. You will collaborate with various stakeholders to ensure smooth operations, monitor market trends, and identify opportunities for optimizing trading processes. Your responsibilities will include trade monitoring, engagement with ETF market makers, producing reports, mitigating trade risk, supporting new business initiatives, and addressing any assigned tasks by your manager. With your expertise in trading and market analysis, you will contribute to the overall success of the investment team. Qualifications: Comprehensive knowledge of trading and how that relates to portfolio management and investment operations, with 4 or more years of practical experience Experience with domestic and international trade settlement and reconciliation processes Experience trading or managing portfolios with options Excellent Excel knowledge and strong programming skills, including Python Ability to multi-task and prioritize while producing high-quality work in a fast-paced environment Keen attention to detail Ability to discreetly handle confidential data Strong organizational skills and proactive planning, with an ability to respond to urgent requests Bachelor's Degree in Finance or related field Registered Investment Advisor and ETF experience Familiarity with Bloomberg, AIM, Orion or other portfolio management systems What we offer: PTO plus 10 paid holidays Flexible Working Benefits Daily Paid Lunch for Onsite Employees Onsite Gym Discount Medical, Dental, Vision EAP and Telehealth with Mental Health Support Short and Long Term Disability SIMPLE IRA with up to 3% Match
    $67k-115k yearly est. 60d+ ago
  • 2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track

    JPMC

    Finance service representative job in Atlanta, GA

    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: Atlanta, GA Chicago, IL Houston, TX Los Angeles, CA New York, NY San Francisco, CA You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Global Corporate Banking Track (GCB) Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in: Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice. Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries. Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation. The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry. Recommended Course and/or Projects: Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy. Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking. 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.
    $110k-210k yearly est. Auto-Apply 43d ago
  • Multi Asset Execution Trader

    Brevan Howard U.S. Investment Management

    Finance service representative job in Jersey, GA

    MAIN DUTIES/RESPONSIBILITIES OF THE ROLE: Main features of the role are: * Oversee and ensure the timely execution of cryptocurrency trades on a spot & derivatives basis * Ability to research, build, and implement cryptocurrency trading strategies * Strong understanding of market reading and current sentiment, ability to dynamically adjust to market trading activity * Keep abreast of all relevant research and distribute within the Digital Central Execution team in a time efficient * Provide feedback daily to Team Head on current activity and relevant internal operational stakeholders * Working together with operations and front office teams to ensure a seamless execution experience is delivered to the firm * Contribute to the Risk Management framework * Understand and apply knowledge of the exchanges' rules & regulations and market structures in which we engage * Identify and notify team member on market opportunities both independently and within the trading team * Develop and maintain good business relationships with counterparties such as Exchanges, OTC counterparties and LP's The book of work will vary over time in accordance with the needs of the Head of Central and Management Execution. SPECIAL CIRCUMSTANCES (e. g. shifts, travel overseas, hours): * Market Coverage will be 7.00am to 11pm split within the team, with other such hours as are necessary to fulfil the role. * Flexibility required as hours may vary depending on the business need linked to the market, including being on call during evenings and weekends as required. WORK EXPERIENCE/BACKGROUND: Essential * At least 5 years' experience in finance or digital asset market * Experience with trading crypto across spot and derivative products * Strong interest in crypto/digital asset classes, preferably with experience of operational aspects and intricacies * Good attitude and proactive * Ability and willingness to build relationships internally and externally Desirable * Experience working at a established crypto trading firm * Traditional asset execution experience TECHNICAL/BUSINESS SKILLS & KNOWLEDGE: Essential * Using OMS systems, particularly related to crypto trading * Experience and understanding of trading systems and trade lifecycle * Using MS Excel * Bloomberg Desirable * Coding experience in python * Working knowledge of using APIs to query data, or utilize APIs to execute trades using proprietary trading algos. OTHER ESSENTIAL REQUIREMENTS: * Superior interpersonal skills and the ability to positively influence outcomes * Detail-oriented with the ability to make quick and accurate decisions in a fast-paced environment * Motivation to succeed and deliver results in line with expectations * Self-starter, able to identify and resolve issues within the business * Ability to work under pressure with strong attention to detail * Effective communicator with strong emotional intelligence * Superior organisational skills with the ability to manage tasks effectively * Ability to understand challenging problems, find solutions and drive process improvement * Diverse trading background over a broad asset base
    $67k-115k yearly est. 25d ago
  • Inside Sales & Customer Service Rep

    Fastsigns 4.1company rating

    Finance service representative job in Sandy Springs, GA

    Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry. As a FASTSIGNS of Sandy Springs Inside Sales & Customer Service Representative, you will be the initial contact with current and prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized. FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS of Sandy Springs will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, customer relationship management skills, ability to document and keep yourself organized are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders, in additional to learning about the world of sign making. You will be involved in team meetings, assist in executing business and marketing plan initiatives, and be closely involved in the success of our Center. This position will serve as a feeder to our Outside Sales position. Outside Sales plays a critical role in the success of our business. This position is ideal for candidates who are interested in an Outside Sales position but who, given the current external environment, is more comfortable at this time taking on an Inside Sales role, which will allow you to learn the business, prior to taking on more significant outside sales projects/responsibilities. Outside sales responsibilities will include moving about our sales territory making contact with sales prospects and current customers in person at job sites, offices, etc., and creating new sales opportunities. We are not looking for just anyone to fill this position, we are looking for someone who believes they are the best! We don't consider this position as entry-level: we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person? NO PHONE CALLS OR EMAILS PLEASE Compensación: $15.00 - $20.00 per hour At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
    $15-20 hourly Auto-Apply 60d+ ago
  • Customer Service Representative

    Amerivet 3.6company rating

    Finance service representative job in Gainesville, GA

    About us: At AmeriVet, we believe that thriving teams build thriving communities. When you join us, you're stepping into a career with a mission and purpose - and not just a job. Whether you're in a hospital or part of our Support Center, your work helps deliver essential high-quality care for the pets and families who count on us. As a veterinary professional at AmeriVet, you can expect the freedom to do your best work with the tools and resources to support your career growth. Plus, you'll have a full network of support-from local team leaders, veterinary experts, and a dedicated Support Center that's here to help. Your voice matters here. Your work has a purpose, and we're here to help you grow in a way that feels meaningful for you, your team, and the pets and clients in the community around you. Job Summary: As our clients' first and last point of contact, the Client Service Representative (CSR) is vital in consistently delivering an exceptional client experience. To provide an exceptional experience, a CSR manages appointments, answers calls, processes patient information, and ensures seamless communication between clients and our medical team. Through our tech systems, you'll help streamline processes, enhance client access to care, and create a welcoming environment for pets and their owners. Key Responsibilities: Client Communication & Scheduling: · Answer calls and emails promptly with professional, friendly service · Schedule appointments based on client needs and veterinarian availability, including forward booking · Use technology to send appointment reminders, confirmations, and follow-up messages to keep clients informed and their pets' care on track · Make outbound calls to re-engage lapsed clients and encourage them to schedule appointments Client Relations & Service: · Greet clients warmly and ensure a positive experience throughout their visit · Use active listening to gather important medical information and triage inquiries, directing more complex questions to the medical team · Demonstrate empathy in all interactions, especially when dealing with upset or emotional clients, while maintaining a calm and professional demeanor · Promote current promotions and campaigns, keeping clients informed about special offers, services, and initiatives Managing Patient Information & Technology: · Update client and patient records in our practice management system with accuracy and efficiency · Process billing transactions, including credit card payments, digital payments, financing options, and insurance claims · Maintain organized records of client communications and appointments to streamline operations Support the Medical Team & Practice Operations · Provide clients with accurate post-visit instructions, including medication schedules and follow-up care · Help maintain a clean, organized reception area and assist with daily practice operations as needed · Inform clients about the services offered, preventive care options, and how they can conveniently book appointments online or shop for pet products through our online store Qualifications: · High school diploma or equivalent work experience required · Excellent communication skills and a strong desire to provide compassionate, client-focused service · Prior customer service experience, preferably in a veterinary or healthcare setting · Basic proficiency with technology, including scheduling software and online communication platforms · Strong organizational skills and the ability to handle multiple tasks efficiently, even during busy periods. Working Conditions: · Full-time position with the possibility of evening and/or weekend hours based on the client and patient needs of the practice. · Must be able to work in a fast-paced, dynamic environment. · Occasional lifting up to 40 pounds independently and physical tasks may be required At AmeriVet, we're committed to your growth, development, well-being, and success. We empower team members with the resources, support, and opportunities needed to thrive in their careers and make a lasting impact in our communities. Here's what you can expect when you join our team: Tailored development programs, mentorship, and career pathing to help you achieve your unique goals. Competitive pay, performance bonuses, 401(k) matching, and student loan assistance to foster your financial well-being. Health, dental, vision, life insurance, and mental health resources to support your overall well-being. Generous paid time off and holidays, because your personal time matters. A supportive, collaborative environment where everyone feels a sense of belonging. Please note: Any Benefits listed above apply to full-time employees. At AmeriVet, your unique skills and passion are celebrated, and every team member has the tools to thrive. Our people-focused approach is centered on helping you grow in your career while making a meaningful impact on the communities we serve.
    $25k-33k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative (Alpharetta, GA)

    Morgan Stanley 4.6company rating

    Finance service representative job in Alpharetta, GA

    Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs . Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes: Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests. Following up with customers regarding outstanding account related items. Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative: Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions. Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning . Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley. Enjoy a hybrid work environment that enables employees to thrive. Competitive base salary and a wide range of additional benefits including: Paid time off Savings programs Health care (medical, dental, vision) Insurance plans Tuition and licensing reimbursement along with student loan refinancing Fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments Generous parental leave Commitment to Diversity and Inclusion Employees are encouraged to give back to your community What You Bring to the Table: A bachelor's degree in Finance , Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You've spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: Have at least 2 years' experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $39k-60k yearly est. Auto-Apply 60d+ ago
  • Customer Service Representative (Bilingual)

    Copart 4.8company rating

    Finance service representative job in Gainesville, GA

    Copart, Inc. a technology leader and the premier online vehicle auction platform globally, with over 200 facilities located across the world, Copart links vehicle sellers to more than 750,000 buyers in over 190 countries. We believe in providing an unmatched experience, every day and everywhere, driven by our people, processes, and technology. The Customer Service Representative (CSR) provides exceptional customer service to internal and external customers of Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. The primary function of this role is to obtain the release of vehicles that are located at body shops and/or other locations including residences. In addition to other office support functions as needed. The CSR is the face of the Company as they are often the first interaction our customers have with Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. Understanding client needs and offering solutions and support. Position may expand to include Chat and Email Customer Support. Answer and place calls in a professional manner. Measured on call quality -- (Knowledge, level of professionalism, time to place follow-up calls) Focus on a call resolution& use company resources to gather information and offer solutions to meet customer needs. Other duties as assigned. Required Skills and Experience: * One year of office support experience in a customer service role preferred * High School diploma * Excellent customer service skills and attitude * Excellent written and verbal skills * Proficient with office equipment * Attention to detail * Problem-solving * Computer proficiency - MS Suite * Typing speed 45WPM * Professional appearance * Ability to multi-task in a fast-paced environment * Bilingual skills a plus * Occasional overtime as needed Pay $18.00 - $20.29 per hour Benefits Summary: * Medical/Dental/Vision * 401k plus a company match * ESPP - Employee Stock Purchase Plan * EAP - Employee Assistance Program (no cost to you) * Vacation & Sick pay * Paid Company Holidays * Life and AD&D Insurance * Discounts Along with many other employee benefits. At Copart, we are focused on harnessing the power of diversity, inclusion, and collaboration. By embracing diverse perspectives, we open doors to innovation and unleash the full potential of our team. We are dedicated to fostering a workplace where everyone feels appreciated, included, and inspired to grow and contribute meaningfully. E-Verify Program Participant: Copart participates in the Department of Homeland Security U.S. Citizenship and Immigration Services' E-Verify program (For U.S. applicants and employees only). Please click below to learn more about the E-Verify program: * E-verify Participation * Right to Work
    $18-20.3 hourly Auto-Apply 53d ago
  • Private Bank Associate, Trust (PBA)

    Bank of America 4.7company rating

    Finance service representative job in Atlanta, GA

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Private Bank Associate, Trust (PBA), Atlanta - This job is responsible for supporting Private Bank Trust Officers in functions related to investment management and trust account administration. Key responsibilities include monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client. Responsibilities: Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios Supports and facilitates client requests to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products. . Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner Prior high network worth client support experience in addition to 1-2 yrs of prior personal trust administration experience and knowledge BS/BA degree in Trust, Business, Finance, Legal or Economic strongly desired Skills: Account Management Attention to Detail Collaboration Recording/Organizing Information Written Communications Active Listening Adaptability Customer and Client Focus Issue Management Prioritization Critical Thinking Customer Experience Improvement Decision Making Pipeline Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees: participation in a work from home posture does not make you eligible to post. Shift: 1st shift (United States of America) Hours Per Week: 40
    $37k-82k yearly est. Auto-Apply 39d ago
  • Plumbing - Customer Service Rep

    Maxair Mechanical 3.9company rating

    Finance service representative job in Marietta, GA

    Summary/Objective The Customer Service Representatives provide exceptional customer service experience to all our clients and support the VP of Service, Branch Manager or Service Managers, and Field Technicians to ensure a smooth and timely flow of the services provided. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Customer Satisfaction - Ensure 100% client satisfaction. Assist in the development and implementation of an updated customer CARE The CARE program will focus on prioritizing opportunities for developing strategic client relationships, as well as coordinating with Service Managers and Sales Associates assigned to support the accounts as needed. * Communications - Immediately evaluate, address, and communicate any customer/employee complaints, issues, or call-backs to the assigned Service Manager. * Dispatching - Provide back-up support for Dispatchers. This includes updating the dispatch board to accurately reflect the schedule of work to be completed. Dispatch the field technicians according to pre-developed schedules. Continuously update and communicate with the Service Manager's, Field Technicians, and clients on the status of work to be completed. * CARE Calls - Complete a minimum of ten (10) CARE calls every week. Customers should be chosen from recently completed PM's and/or invoiced T&M work orders. Update the CARE call spreadsheet daily. Track customers contacted/attempted daily on the CSR checklist. * Billing - Provide complete invoice proofs to Service Managers on a weekly basis. This includes requesting Purchase Orders from the client, receiving, and entering Purchase Orders (internal) and supporting company efforts to collect Accounts Receivables. * Customer Portals - Manage customer portal activity. This includes uploading service reports, invoicing, resolving disputed invoices within the portal(s), etc. Competencies * Ethical Conduct. * Ability to learn, understand and communicate basic HVAC technical aspects. * Excellent phone, written and interpersonal skills. * Fluent with Microsoft Outlook, Excel, Word, and Access. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands; and reach with hands and arms. Travel No travel is expected for this position. Required Education and Experience Customer Service Training or experience in computer applications. Proficiency in Excel, Outlook & Word. High School Diploma or GED. Preferred Education and Experience 2 years of experience in customer service (preferably within construction industry) Sage or Timberline software experience. Other Conditions of Employment A background and credit check will be required, as well as passing a drug test. AAP/EEO Statement All qualified applicants will receive equal consideration for employment without regard to race, color, national origin, religion, sex, pregnancy, marital status, sexual orientation, gender identity, age, physical or mental disability or covered veteran status. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
    $25k-32k yearly est. 19d ago
  • Financial Services Representative - State Farm Agent Team Member

    Kaitlin Ponce-State Farm Agent

    Finance service representative job in Atlanta, GA

    Job DescriptionBenefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Opportunity for advancement Training & development Securities Licensed Sales Team Member Location: In Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment. Financial Advisor Meaningful Career, Not Just a Job! Join a passionate team where your financial expertise makes a real difference. At Kaitlin Ponce's State Farm Agency we offer a unique model with a base salary, an existing book of clients, and world-class investment productsso you can focus on what you do best: helping people achieve financial confidence. What We Offer: Base salary plus uncapped commission earning potential Access to existing State Farm customer households Wealth Academy Training and professional mentorship Investment options through American Funds and BlackRock What Youll Do: Provide comprehensive financial advice and planning to clients Build lasting relationships through proactive communication and trust Partner with an experienced career agent to grow your business Demonstrate sound judgment, market knowledge, and client-first integrity What Youll Bring/Job Requirements: 6, 63, and 65 Licenses 2+ years of financial services experience Proven relationship-building and advisory skills Bachelors degree preferred Join a team where your skills are valued, your growth is supported, and your work truly matters. **Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g., H-1B visa) for this opportunity**
    $28k-42k yearly est. 4d ago
  • Financial Services Representative

    Worldacceptance

    Finance service representative job in Gainesville, GA

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $18 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $15-18 hourly Auto-Apply 6d ago
  • WFH Healthcare Patient Financial Service and Collections Representative

    External

    Finance service representative job in Duluth, GA

    ESSENTIAL DUTIES AND RESPONSIBILITIES: • Maintain a high volume of inbound calls, • Researching and responding to billing questions and inquiries. • Negotiating payments on patient account balances, and communicates hospital financial policies to patients and identifies patients who need financial assistance. • Adhere to the production standards set for the department and client • Accuracy and confidentiality in handling medical records in compliance with HIPPA, Federal, State and Company requirements • Other duties as assigned by manager THE IDEAL CANDIDATE WILL HAVE PREVIOUS EXPERIENCE: • Working in a hospital and call center environments, • Retains thorough understanding of insurance, and follow-up to secure reimbursement of claims. KNOWLEDGE, SKILLS & ABILITIES: • Must be able to read and interpret an EOB • Self-motivated, self-directed with strong organizational, written and communication skills • Working knowledge of HIPAA • Knowledge of Medicare, Medicaid • Knowledge of other contract payers (HMO, PPO)• Exceptional organizational skills and attention to detail required • Intermediate computer skills using Microsoft Word, Excel • Communication that demonstrates the ability to deliver a concise message with clear receptivity • Sensitivity to our client's needs and matching our performance to deliver results QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Education and Experience: • High School Diploma or equivalent • 1 year experience working with Medicare, Medicaid, and other commercial payers (HMO, PPO) • 1 year of healthcare registration, collections, billing or insurance experience • Epic preferred • CPAR, CHAA and CFC Certifications preferred PHYSICAL SKILLS: While performing the duties of this job, the employee is occasionally required to stand or walk and lift and/or move up to 25 pounds. Also, may be required to use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; see, talk and hear. WORK ENVIRONMENT: Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Incumbent/employee works in a temperature-controlled environment. Incumbent/employee must be able to work on a computer for the scheduled shift; answers and makes telephone calls using a standard or computer soft telephone; types on a standard keyboard; reads and comprehends information from a computer terminal and/or written resources and utilizes multiple screens and systems simultaneously. All incumbents/employees are provided a Webcam and are required to on camera 100% of the time during the scheduled shift. Hollis Cobb is an Equal Opportunity Employer Illinois, Maryland and New Jersey residents click below for compensation and benefits: *******************************************************
    $28k-42k yearly est. 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Ayanna Ford-Bogan-State Farm Agent

    Finance service representative job in Covington, GA

    Job DescriptionBenefits: 401(k) 401(k) matching Competitive salary Dental insurance Free food & snacks Opportunity for advancement Paid time off Training & development Vision insurance ROLE DESCRIPTION: As a Financial Services Representative, you will play a critical role in helping clients plan for their financial future. Using your Series 6 and 63 licenses, you will meet with customers to conduct personalized financial reviews and offer tailored retirement planning solutions through State Farms suite of financial products. Your primary focus will be guiding clients through retirement strategies, while ensuring alignment with their long-term goals. This role combines financial expertise, relationship-building, and proactive sales skills to create meaningful, long-term value for each customer. Minimum Qualifications: Active Series 6 and 63 Licenses (Required) Life & Health Insurance License (Required) 3+ years of experience in financial services, insurance, or investment sales Strong knowledge of retirement planning tools. Excellent communication and interpersonal skills Proven ability to build trust and long-term relationships Experience conducting one-on-one financial appointments preferred Key Responsibilities: Schedule and complete structured financial appointments with customers Conduct comprehensive reviews of client financial needs and goals Present and recommend State Farm retirement planning products Educate clients on saving strategies, investment options, and risk management Maintain accurate and compliant documentation of all recommendations and sales Follow up with leads and existing clients to ensure satisfaction and retention Collaborate with team members to identify cross-sell opportunities in Life, Health, and Property & Casualty QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred.
    $28k-42k yearly est. 26d ago
  • Health Care Customer Service Representative

    State Collection Service 3.9company rating

    Finance service representative job in Atlanta, GA

    The GREAT STATE TEAM is seeking Remote Health Care Customer Service Representatives to join our fast-growing teams! As a Health Care Customer Service Representative, you will be handling inbound and outbound calls in a high-tech environment, resolving general questions regarding insurance, financial assistance, and processing payments. This position is challenging but rewarding, fast paced, and in a team environment. **Veterans and Military Spouses Encouraged to Apply** Duties include but are not limited to: Makes and answers calls in the name of the client to resolve billing and payment issues utilizing establish work queues and call pools as necessary Responds to requests for information by patient/account holders in a professional, thorough, explainable manner Acts to gain payment or arrangement of payment on behalf of the client as appropriate Follows client-specific protocols and policies when carrying out duties Investigates and responds to client enquiries as needed Enters and monitors payment arrangements Adhere to all FDCPA, FCRA, HIPPA and other applicable laws Qualifications, Skills, and Experience: 1+ years' experience working in Call Center of Customer Service function where contact with the public was a part of daily duties Knowledge/experience of medical terminology, patient billing, healthcare insurance and/or healthcare administration preferred Ability to work successfully in a fast-paced, deadline-oriented environment Strong organization skills. The ability to work on multiple tasks simultaneously Demonstrates flexibility in scheduling and assignments, to include regular evening and Saturday work as the business requires Ability to work successfully and cooperatively within a team-based environment Bilingual candidates will provide additional support for bilingual calls Internet Requirements: The minimum internet speed requirements for remote work are as follows: Broadband internet connection (No DSL, or Dial Up) Hard wired connection required (no Wi-Fi, Wi-Fi hotspots) Minimum Speed Results: 40 mbps download, 5 mbps upload Camera Requirements: Cameras are required to remain on from the start of training through the end of each scheduled shift, excluding designated breaks and lunch periods. After training is completed, camera use will be required as directed by your supervisor or based on team expectations. Wage: $15.00/hr with a $1.00 increase at 90 days AND the opportunity to earn quarterly performance increases up to an additional $2.00/hr in your first 12 months! Bilingual: $17.00/hr with a $1.00 increase at 90 days AND the opportunity to earn quarterly performance increases up to an additional $2.00/hr in your first 12 months! We Offer a Comprehensive Benefits Package: Competitive benefits include Health, Dental, Vision, Life and Disability Insurance, 401K w/employer match, and HSA/Flexible spending accounts Paid time off starting at 90 days and annual profit sharing 7 Paid Holidays - Thanksgiving, Christmas Day, Christmas Eve, New Year's Day, Memorial Day, Fourth of July, and Labor Day Family Friendly Events Wellness Programs/Gym Reimbursement All necessary equipment and technical support provided * Benefits eligibility is dependent upon FTE Status and Position *All offers of employment are contingent upon successful completion of all post offer processing. Your next great career move could be a click away. Apply now! State Collection Service is an Equal Opportunity Employer . All qualified applicants will be considered for employment regardless of age, race, color, creed, religion, sex, sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. By following the link to apply, you are acknowledging that we have permission to contact you via phone, text or email to communicate with you regarding this position.
    $15 hourly 60d+ ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Suwanee, GA?

The average finance service representative in Suwanee, GA earns between $23,000 and $51,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Suwanee, GA

$34,000

What are the biggest employers of Finance Service Representatives in Suwanee, GA?

The biggest employers of Finance Service Representatives in Suwanee, GA are:
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