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Financial Service Representative
Financial Service Representative-March 2024
Dartmouth
Mar 18, 2025
ABOUT INSIGHT GLOBAL
Insight Global provides top talent and staffing solutions that help job seekers find careers in healthcare, finance, IT and government.
1,001 - 5,000 employees
Consulting, Technology
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About Financial Service Representative

Job Description

Insight Global is looking for a Bilingual Financial Service Representative. This candidate will be joining one of our top HCM clients. This individual will be administering approximately 100,000 calls annually (both inbound and outbound). The inbound calls pertain to banking and company-level tax inquiries. The outbound calls pertain to rejected/returned direct deposit notifications and client follow-up regarding outstanding service requests. They also manage any Admin Fee Credit requests and provide support for Employment Verification Services regarding onboarding and live client service. The successful candidate should have previous experience in a banking or insurance call center. We are looking for someone with great communication skills and has great problem-solving skills.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] .

   

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Skills and Requirements

Minimum 1 Year of business experience with a background in Financial Services and/or Customer Service

-Fluent in French and English

-Demonstrated ability to coordinate work initiatives with attention to detail and solution-orientated

-Proven ability to work well under pressure and work independently or as part of a team

-Experience in Call Centre environment

-Proven strength in customer service with a focus on making the client experience effortless

-Strong problem-solving skills with the ability to learn quickly

-Excellent communication skills

-Flexible and adaptable null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].

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