Remote Client Services Representative — Finance Help & Support

Posted yesterday

perunhrNewport Beach (CA)

Customer Service Representatives Telemarketing Bureaus and Other Contact Centers

SENIORITY

Junior

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About the role

A leading client services firm is looking for a Call Center Representative to manage high-volume inbound calls and assist clients with their financial decisions. This position involves providing excellent customer support and resolving inquiries effectively, with training provided to ensure success in the role. The position starts with remote training, followed by occasional office presence, making it suitable for those starting their career in client services.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.