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Customer Service Onsite finance

11 finance jobs found

Professional Diversity Network
Mar 19, 2026  
Member Service Hybrid Agent (Roswell)
Delta Community Credit Union Position Member Service Hybrid Agent (Roswell) Job Code-5393 req5706 Roswell Full Time The Hybrid Member Service Agent position is a mix of the Teller and the Member Service Agent role. Watch the videos below to learn more. Click here to watch the brief video "Day In The Life Of A Teller". Click here to watch the brief video "Day In The Life Of A Member Service Agent". Job Description Create your success story at Delta Community Credit Union - where opportunity meets purpose. Through our commitment to excellence, Delta Community has received numerous industry awards and earned the trust and loyalty of our employees, members and the metro Atlanta community. We value talent, encourage growth and keep community at the heart of everything we do. That's why we're one of Atlanta's Best Places to Work! Whether you're starting your professional journey or navigating the next step in your career, we invite you to join the Delta Community...
Professional Diversity Network Roswell, GA, USA Full-Time
Professional Diversity Network
Mar 19, 2026  
Client Relationship Specialist
Delta Community Credit Union Position Client Relationship Specialist Job Code-5491 req5686 Vinings Full Time Job Description Create your success story at Delta Community Credit Union - where opportunity meets purpose. Through our commitment to excellence, Delta Community has received numerous industry awards and earned the trust and loyalty of our employees, members and the metro Atlanta community. We value talent, encourage growth and keep community at the heart of everything we do. That's why we're one of Atlanta's Best Places to Work! Whether you're starting your professional journey or navigating the next step in your career, we invite you to join the Delta Community Credit Union team. As a Client Relationship Specialist , you are the trusted first point of contact for DCR&IS members. You'll provide phone and digital support, coordinate appointments, and partner closely with Financial Advisors to deliver a consistent, compliant client experience. This...
Professional Diversity Network Atlanta, GA, USA Full-Time
Professional Diversity Network
Mar 19, 2026  
AR & Collections Analyst
Carter's, Inc. Serving the needs of all families with young children, Carter's Inc. is the largest North American apparel retailer exclusively for babies and young children, encompassing Carter's, OshKosh B'gosh, Skip*Hop and Little Planet brands. Meaningful work, constant learning, genuine people, and a community guided by core values that promote inclusion and innovation is in everything we do. There are many reasons to build your career at Carter's. HOW YOU'LL MAKE AN IMPACT: The Accounts Receivable & Collection Analyst position focuses on collecting outstanding invoices, reconciling complex disputes for our domestic and global customers; managing and preventing the continuation of outstanding past due to receivables while ensuring customer satisfaction and proactive sales engagement. This role typical reports into the Accounts Receivable and Claims Manager and is based in our Buckhead office in our hybrid work environment. Accounts Receivable &...
Professional Diversity Network Atlanta, GA, USA Full-Time
Professional Diversity Network
Mar 19, 2026  
Financial Services Representative - Lehi, UT
Fidelity Investments Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you'll support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience,...
Professional Diversity Network Lehi, UT, USA Full-Time
Professional Diversity Network
Mar 18, 2026  
Member Service Hybrid Agent (PTC-Wisdom Rd.)
Delta Community Credit Union Position Member Service Hybrid Agent (PTC-Wisdom Rd.) Job Code-5393 req5705 Peachtree City (Wisdom Rd.) Full Time The Hybrid Member Service Agent position is a mix of the Teller and the Member Service Agent role. Watch the videos below to learn more. Click here to watch the brief video "Day In The Life Of A Teller". Click here to watch the brief video "Day In The Life Of A Member Service Agent". Job Description Create your success story at Delta Community Credit Union - where opportunity meets purpose. Through our commitment to excellence, Delta Community has received numerous industry awards and earned the trust and loyalty of our employees, members and the metro Atlanta community. We value talent, encourage growth and keep community at the heart of everything we do. That's why we're one of Atlanta's Best Places to Work! Whether you're starting your professional journey or navigating the next step in your career, we invite you to...
Professional Diversity Network Peachtree City, GA, USA Full-Time
Professional Diversity Network
Mar 17, 2026  
Commercial EE Analyst Role
Southern Company Commercial Energy Efficiency Analyst JOB SUMMARY The Commercial Energy Efficiency Analyst supports the Commercial Energy Efficiency Implementation team by providing accurate, timely, and reliable analytical, reporting, and operational support for programs certified by the Georgia Public Service Commission (PSC). This role is focused on program performance tracking, data governance, and compliance support to ensure Commercial Energy Efficiency programs operate in alignment with mandated kWh and kW targets, approved budgets, and internal governance requirements, while supporting high levels of customer satisfaction. The Analyst supports program performance reporting and operational processes including coordination with contracted implementers, responding to internal and external data requests, and completing detailed reviews and analyses. The role works closely with Program Managers, internal teams across the company and external implementer teams to...
Professional Diversity Network Atlanta, GA, USA Full-Time
Professional Diversity Network
Mar 07, 2026  
Client Solutions Associate - San Francisco, CA (June 2026)
FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. Your Impact: Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption and reducing client cancellations. You will build deep client relationships by developing client-focused processes and solutions, promote high user adoption by implementing product-based workflows, and...
Professional Diversity Network San Francisco, CA, USA Full-Time
Professional Diversity Network
Mar 04, 2026  
Manager, In-Force Service Call Center 93472
New York Life Insurance Company Location Designation: Hybrid - 2 days per week *** We will consider qualified applicants located within a reasonable commuting distance of our offices in Cleveland, Dallas, Tampa, or New York City. Role Overview: New York Life Service Operation provides In-Force customer service to more than 12,000 agents and 3.5 million clients for life insurance and annuities sold through our agent distribution channel. Responsible for more than 30 million touch points with customers each year through different service channels including phone, written correspondence, online, through Interactive Voice Response (IVR) system and more. We are seeking a dynamic and forward-thinking leader to join our team as an In-Force Service Manager. If you enjoy leading by example, motivating and developing others, and coaching customer service professionals to provide outstanding service, this opportunity is for you! What You'll Do: Take ownership of...
Professional Diversity Network Dallas, TX, USA Full-Time
Professional Diversity Network
Feb 14, 2026  
Client Solutions Internship - Youngstown, OH (Summer 2026)
FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. FactSet creates flexible, open data and software solutions for over 170,000 investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make key investment decisions. As a globally inclusive community unified by the FactSet spirit of going above and beyond...
Professional Diversity Network Youngstown, OH, USA Full-Time
Professional Diversity Network
Feb 14, 2026  
Client Solutions Internship - Chicago, Summer 2026
FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. FactSet creates flexible, open data and software solutions for over 170,000 investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make key investment decisions. As a globally inclusive community unified by the FactSet spirit of going above and beyond for...
Professional Diversity Network Chicago, IL, USA Full-Time
Professional Diversity Network
Feb 14, 2026  
Client Solutions Associate - Youngstown, OH (February 2026)
FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. Your Impact: Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption and reducing client cancellations. You will build deep client relationships by developing client-focused processes and solutions, promote high user adoption by implementing product-based workflows, and...
Professional Diversity Network Youngstown, OH, USA Full-Time
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