Client Services Representative-Financial Services

Randstad USA; Columbus (OH); Hybrid; USD 22,000 - 31,000; Full time

Benefits offered by this job

Finra study materials

Hybrid work schedule

Remote options

Job summary

Randstad USA in Columbus, OH is seeking Financial Services Reps to join our Retirement Plan Solution Center. The role focuses on delivering excellent customer care to members, partners, plan sponsors and investment professionals. Training is provided with a five-week program and hybrid or fully remote options depending on distance from Columbus.

Start date is 10/26/26, with hours Mon–Fri and potential weekend coverage. Compensation is $19/hour, with a pay increase upon conversion.

Qualifications

• Background in customer service with a professional demeanor.
• Ability to communicate clearly with customers and partners.
• Comfort with using computer systems while on the phone.

Responsibilities

• Take incoming calls from public sector participants about retirement accounts.
• Assist with basic topics like account balance, distributions, and password resets.
• Build meaningful connections with customers via phone inquiries.
• Educate customers on products to support sales objectives.
• Identify routine sales opportunities and promote products accordingly.

Skills

Customer service

Communication

Education

Bachelor's degree in Business/Communications/Economics

Job description

Do you have a background in Business administration, Finance, or Economics, and seeking an opportunity for a long term career in financial services and investing?

We are actively seeking Financial Services Reps to join our Retirement Plan Solution Center team in Columbus, Ohio.

If you have a background in customer service, have a positive, professional demeanor and understand the importance of making and keeping loyal customers happy, this opportunity is perfect for you!

The Details:

• Start Date - 10/26/26
• Hybrid schedules will be assigned (2 days in office and 3 work from home) for those candidates who live within 35 miles of Columbus, OH
• Fully remote options are available for those candidates who live more than 35 miles outside of Columbus, OH
• Compensation: $19/hr ( pay increase upon conversion )
• 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 5 weeks. Training hours are expected to be Monday through Friday 9am to 5:30 pm EST

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.