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Insight Global

Financial Customer Service Representative

Career Insights for Financial Services Representative

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Based on Texas data

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What they do

A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.

$69,606 / year median in Texas

+10% projected growth

Explore Career

Job Description

Position:
Customer Service Representatives (Mid-Level & Senior)
Locations:
3000 Schwab Way Westlake, TX 76262
Start Date:
August 31st (4-5 weeks onsite training)
Duration:
8-9 Month Contract - POTENTIAL
TO GO PERM
Interview Process:
Virtual 20-30 minute interviews
Pay:
$15-$18/hr Must Haves (Mid-Level) 3-5 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 Senior CSR (6-10 Years Experience) Must Haves 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
Pay:
$27.20 - $33.50 per hour
Benefits:
401(k) Flexible spending account Health savings account Paid time off Vision insurance
Work Location:
In person