Financial Services Representative
Job Description
Financial Services Representative
Location: Omaha, NE - fully onsite
Duration: 8-9 month contract
Pay Range: $16-$17/hr
Required Skills & Experience:
- 6–10 years of customer service, call center, or account support experience
- Proven experience handling complex customer issues and escalations
- Strong problem-solving and decision-making abilities
- Excellent communication and professionalism when supporting clients
- Strong technical aptitude with Windows, Outlook, Teams, and multiple systems
Nice to Have Skills & Experience:
- Financial services, banking, brokerage, wealth management, insurance, or credit union experience
- Back-office operations experience
- Experience supporting account-related inquiries and service requests
- Previous experience working in a highly regulated environment
Job Description:
In this position, you'll support clients with account-related inquiries and service requests, helping resolve issues, process transactions, and provide timely solutions. You'll interact with customers through phone and email while working in a fast-paced, collaborative environment. This is an excellent opportunity for professionals who enjoy problem-solving, delivering outstanding service, and building experience within the financial services industry. Strong multitasking skills and the ability to navigate multiple systems efficiently are key to success in this role.
