<p><strong>About the Role:</strong></p><p> We are seeking a professional and detail-oriented <strong>Financial Customer Service Representative</strong> to support a growing financial services team in Del Mar. In this role, you will assist clients with questions related to insurance, financial products, account support, and general service inquiries. This is an excellent opportunity for someone with strong operational and customer support experience who wants to grow within a stable, client-focused organization.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Answer inbound client calls and provide accurate information regarding insurance policies, financial products, and general account needs.</li><li>Assist clients with policy updates, documentation requests, account changes, and service questions.</li><li>Navigate and update <strong>Salesforce</strong> and other internal systems to document interactions and maintain accurate records.</li><li>Provide a high level of professionalism, clarity, and support during every client interaction.</li><li>Collaborate with internal teams to resolve client concerns efficiently.</li><li>Follow compliance and confidentiality guidelines related to financial and insurance services.</li><li><br></li></ul><p><br></p>

<p>Experience with Salesforce is required.</p><p>Previous customer service or operational support experience in financial services or insurance is highly preferred.</p><p>Strong communication and problem-solving skills.</p><p>Ability to learn new systems and processes quickly.</p><p>Professional, client-first mindset and strong attention to detail.</p><p>Ability to work onsite in Del Mar and start as soon as possible.</p>

<h3 class="rh-display-3--rich-text">TalentMatch^®</h3> <p>Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.</p> <p>Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.</p>