38 financial services representative jobs at 26 companies in Boston, MA
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Field Financial Services Representative (59490)
Franklin, Massachusetts, United States
$23-$26/hr HybridFull Time
1+ YOEHigh school diploma, 1-2 years consumer lending/banking or related experience, successful criminal background check, strong attention to detail and customer service, ability to handle sensitive financial data and document verification.
CRM, loan origination systems, electronic signature platforms, secured email
5d
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Financial Services Representative (Waltham, MA)
Waltham, Massachusetts, United States
$26-$29/hr FieldFull Time
2+ YOEHigh school diploma or equivalent required; associate degree preferred. Requires 2+ years customer service experience, computer skills, communication, organization, sales, problem solving, and NMLS mortgage loan originator registration eligibility.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Windows, online banking, bill pay, mobile application, loan processing system
1mo
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Financial Service Representative
Boston, Massachusetts, United States
$1k-$1k/wk OnsiteFull Time
1+ YOEHigh school diploma required; Associate's in accounting preferred. 1+ year customer service or accounting experience. Knowledge of accounts receivable/payable, billing systems, spreadsheets, and strong communication and analytical skills.
1mo
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Patient Financial Aid Rep
Chelsea, Massachusetts, United States
$20-$28/hr OnsiteFull Time
Mass General Brigham: Provides integrated medical care, research, and clinical training services.
1+ YOEVerify insurance and registration, assist patients with financial aid and payment plans, update Epic records; requires healthcare financial services experience, strong communication and attention to detail.
Epic
2w
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Universal Banker/Financial Service Representative
Worcester, Massachusetts, United States
$20-$23/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, minimum 1 year bank or credit union experience; ability to open/close accounts, handle teller drawer, assist with loans, strong attention to detail and people skills.
3mo
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Work From Home - Part-Time Benefits Services Representative
Salem or United States
RemotePart Time, Full Time
Part-time/remote role in financial services; 20 hours/week; remote with training; weekly pay.
Zoom
2w
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Business Services Representative (Small Business Specialist)
Beverly, Massachusetts, United States
$75k-$95k/yr OnsiteFull Time
2+ YOEBachelor's+2 years sales or HS+6 years sales, experience in business development and cash management, valid driver's license required, structured sales process and financial literacy.
2w
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Sales & Services Representative
Pelham, New Hampshire, United States
$21-$23/hr OnsiteFull Time
2+ YOE2+ years banking or financial services experience; knowledge of banking products, cash handling, sales/referrals, strong communication and organizational skills.
2d
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Service Center Representative
Wakefield or New York or Michigan or Arizona or Connecticut or Florida or Georgia or Illinois or Indiana or Iowa or Louisiana or Maine or Minnesota or Missouri or North Carolina or New Hampshire or New Jersey or New Mexico or Nevada or Ohio or Pennsylvania or Rhode Island or Tennessee or Texas or Utah or Washington
$22/hr HybridFull Time
Customer service experience preferred; requires problem-solving, multitasking across applications, communication, teamwork, and willingness to learn financial services and benefits administration.
401(k), Flexible Spending Account, COBRA Plans
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Contact Center Representative
Brockton, Massachusetts, United States
$23-$24/hr HybridFull Time
2+ YOERequires 2–4 years of customer service or financial services experience, strong communication, problem-solving, organization, teamwork, and comfort discussing accounts, cards, and loans.
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Operations Representative
Boston, Massachusetts, United States
$25-$31/hr OnsiteFull Time
3+ YOEHigh school diploma, 3+ years financial services/back-office operations, knowledge of wires/ACH/cards, fraud/BSA/AML familiarity, proficiency with MS Office and core systems, strong communication and attention to detail.
Word, Microsoft Excel, Outlook, Verafin, Fed Wire, Remote Deposit Capture
2w
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Loan Servicing Representative
Boston, Massachusetts, United States
$29-$29/hr OnsiteFull Time
2+ YOEHigh school diploma (Associates preferred), ~2 years financial services or consumer loan servicing experience preferred, knowledge of loan products and compliance, COCC Insight and Microsoft Office proficiency, strong communication and analytical skills.
Core COCC Insight System, Microsoft Word, Microsoft Excel, Microsoft Outlook
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Client Service Representative I - October Start
Boston, Massachusetts, United States
$25/hr HybridFull Time
0+ YOERespond to incoming client calls, process financial and non-financial transactions, resolve account issues, document interactions, and use Microsoft Office; 0–1+ years customer service experience preferred.
Microsoft Office
1w
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Deposit Operations Representative.
Clinton, Massachusetts, United States
$20-$28/hr OnsiteFull Time
1+ YOEHigh school diploma required; 1–3 years of banking, deposit operations, customer service, or financial services experience preferred. Requires computer proficiency, research, analytical, communication, and organizational skills.
Microsoft Office
3d
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Lead Customer Service Representative
Salt Lake City or Seattle or Phoenix or Los Angeles or San Francisco or Denver or Washington or Miami or Atlanta or Chicago or Indianapolis or New Orleans or Boston or Minneapolis or Kansas City or Albuquerque or New York City or Oklahoma City or Portland or Austin
$64k-$83k/yr FieldTemporary
1+ YOEOne year of specialized experience equivalent to GS-09, including team oversight, work-product review, financial-document analysis, and program data reporting; or qualifying graduate education in a related field.
USA Hire, USAJOBS
1mo
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Registration Representative ED Clinton - Evenings, 32-Hours
Clinton, Massachusetts, United States
$15-$27/hr OnsitePart Time
Performs patient registration, collects demographics/insurance, obtains signatures, answers phones, estimates financial liability, and handles collections; requires customer service experience and high school diploma/GED.
EPIC, Meditech
2w
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Patient Service Representative I - Overnight
Lowell, Massachusetts, United States
$20-$25/hr OnsiteFull Time
Obtain and verify patient registration, insurance, and financial information; perform pre-authorizations, collections, and payment posting; provide customer service in a hospital registration setting.
Electronic Health Record (EHR), Microsoft Excel, Microsoft Word, email applications
1mo
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Regional Sales Representative, RPS Sales
Minnesota or Lake Mary or Newton or New York City or New York or New Jersey or Texas
RemoteFull Time
Associate or Bachelor's degree preferred; sales and customer service experience; strong communication; computer proficiency; ability to travel up to 25%; knowledge of financial/retirement plans desired.
AS400, Lotus Notes, Microsoft Word, Internet
2w
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Patient Experience Representative I- Cardiology Clinic
Boston, Massachusetts, United States
$20-$29/hr HybridFull Time
High school/GED required; customer service or administrative experience preferred. Role requires scheduling, authorizations, clerical support, communication, empathy, and basic financial transaction handling.
2d
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Patient Access Representative - Per Diem - Newburyport
Newburyport, Massachusetts, United States
$21-$28/hr OnsitePart Time
High school degree or equivalent and prior business-setting customer service experience processing and verifying electronic demographic, financial, or business information accurately in a fast-paced environment.
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