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Financial Services Representative

Pyramid Consulting, Inc.Troy, NY🇺🇸United StatesPosted Oct 23, 2026

Why this role stands out

This hybrid Financial Services Representative role at Pyramid Consulting, Inc. offers a fantastic opportunity to grow within the finance sector while enjoying a flexible work environment. If you possess strong problem-solving and communication skills, you'll thrive in this position and contribute to a reputable company. Apply today to explore this exciting contract with potential for extension!

Quick overview

Salary$18 - $19/hr
SeniorityMid Senior
Work modeHybrid
LocationTroy, NY, United States
Posted19 hours ago

Job description

Immediate need for a talented Financial Services Representative. This is a 09 months contract opportunity with long-term potential and is located in Troy, NY(Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID: 26-33153

Pay Range: $18/hr - $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

  • Receives and responds to incoming customer/agent/employer inquiries.
  • Communicates with customers, field staff, service centers, internal/external sales support and other industry companies through oral and written communication.
  • Maintains current knowledge of contract and product provisions and administration of the Plan, and the processing systems related.
  • Resolves routine errors requiring corrective processing.
  • Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing and refers the situation to a Supervisor.
  • Reviews, research, and interprets records and reports to accurately make decisions.
  • Decision making skill necessary for customer contacts.
  • Ability to identify and evaluate problems, analyze customer inquiries, and determines appropriate action.
  • Performs other duties as requested.

Key Requirements and Technology Experience:

  • Must have a degree either Associate or Bachelor’s.
  • Associate’s degree, Bachelor’s Degree preferred
  • Strong problem-solving skills
  • Time Management skills
  • Basic typing and computer skills
  • Background in customer service, preferred
  • Strong interpersonal and written communications
  • The ability to work within a team and independently.
  • High attention to detail.


Our client is a leading Insurance Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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