Unlimited Job Postings Subscription - $99/yr!

Job Details

Customer Service-Financial Services Representative

  2025-07-09     Randstad     Columbus,OH  
Description:

6 days ago Be among the first 25 applicants

Direct message the job poster from Randstad

Senior Account Manager in partnership with Nationwide Insurance. I recruit and staff top talent for a Fortune 100 Company who is a leader in the…

Ready to join the Securities Industry? Do you enjoy collaborating with members, answering questions, and educating others? Join the Financial Services and Retirement Solutions team which assists current members, plan sponsors and brokers with account maintenance, answering questions about current Life insurance or 401k policies, and planning for retirement.

The Details:

  • Hybrid work schedule(2Days in office and 3 work from home)
  • Compensation: $19/hr ( pay increase within 6-12 months )
  • Free Parking
  • Employer sponsored Finra study materials and exams
  • Career mobility within a Fortune 100 organization after 1 year of service

Hours of Operation: Monday - Friday: 8:00 AM - 11:00 PM. Saturday: 9:00 - 6:00; Open availability is required.

Paid Training is for 7 weeks. Training hours are expected to be Monday through Friday 8am to 4:30 pm

About the Job:

As a Representative, you will provide extraordinary care to members, partners, plan sponsors and investment professionals. You will understand high level product/plan and regulatory requirements to analyze and resolve general account plan fees or plan inquiry questions will be key to success. Additionally, you will effectively interpret and articulate the company's marketing strategies when communicating with customers.

Key Responsibilities:

· Taking incoming calls from public sector participants regarding their retirement accounts.

· Individuals will be trained to handle basic topics such as account balance, distribution questions, password reset, etc.

· Building meaningful connections/relationships and engage with customers via phone inquiries

· Educate and provide service to customers on products to support sales objectives

· Uncover routine sales opportunities and market products to support sales objectives

· Reviews, researches, and interprets records and reports to accurately make decisions

What we are looking for in a candidate:

· Candidates who hunt for innovative ideas and seek feedback to continuously improve performance

· A passion and drive to succeed in a fast paced environment

· An engaging personality, both in person and over the phone

· Someone who can easily adapt to change

· A candidate who hunts for ideas and seeks feedback for opportunities to improve in their job

As an ideal candidate you will have:

· A completed or nearly completed bachelor's degree (preferably in Business, Communications, Economics or a related field)

· Candidates interested in building a career in sales and service atmosphere with a top employer

· One year of solid work experience in a service related field. Restaurant, retail, administrative, hospitality, etc.

· Candidates must be able to deliver friendly customer service while talking on the phone and working through computer systems simultaneously

If you are someone who has a passion for helping others and enjoys working in a fast paced environment apply or send your resume to ...@randstadusa.com for consideration.

I look forward to connecting!

Seniority level

  • Seniority level

    Entry level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Finance, General Business, and Customer Service
  • Industries

    Financial Services and Insurance

Referrals increase your chances of interviewing at Randstad by 2x

Inferred from the description for this job

Treasury Management Relationship Manager

Columbus, OH $34,000 - $81,250 2 weeks ago

Senior Relationship Strategist - PNC Private Bank

Columbus, OH $119,000 - $185,000 9 hours ago

Representative, Solutions Center - Financial Services (Hybrid)

Client Relationship Consultant 3 (Banker) - Henderson Rd Office

Branch Operations Lead - Columbus Central East Market - Bexley, OH

Customer Experience Banker - Great Southern

Financial Representative - Training Provided

Branch Operations Lead - Columbus East - Reynoldsburg, OH

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr


Apply for this Job

Please use the APPLY HERE link below to view additional details and application instructions.

Apply Here

Back to Search