Customer Service: Financial Service Representative

Randstad

Columbus (OH)

On-site

USD 21,593 - 30,754

Full time

14 days+

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Benefits offered by this job

Free Parking

Weekly pay

Health Benefits

Career growth opportunities after 12 months

Job summary

A leading staffing company is seeking a Senior Account Manager in Columbus, OH. This role involves providing customer service support in the financial services sector, handling inbound calls related to annuity contracts, and requires strong communication skills. Candidates should have a bachelor's degree and two years of experience in service-related roles. The position offers training, a competitive hourly rate of $19, and opportunities for career growth.

Qualifications

Driven candidates eager to build a rewarding career in financial services.
Strong communicators who excel in service-oriented roles.
Two years of solid work experience in a service-related field.

Responsibilities

Help individuals and businesses prepare for and protect their retirement.
Take inbound calls from advisors and clients for annuity services.
Process non-financial requests such as updating contracts.

Skills

Customer service skills

Communication

Multi-tasking

Organization

Education

Bachelor's degree in Business, Communications, Marketing, Economics or related field

Job description

Overview

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…

This is an exciting customer service opportunity to work with one of Columbus's TOP Employers, a leader in the Insurance and Financial Services Industry!

Pay rate: $19.00 per hour
Hours: Monday-Thursday 9 am-6 pm and Fridays 8:30 am - 4:15 pm
Training Hours: Mon-Fri 8 am- 5 pm or 9 am- 6 pm
Start Date: November 2025
Free Parking
Weekly pay and Health Benefits
Career growth opportunities after 12 months with pay increase

Duties and Responsibilities

As a Customer Service Representative in our Advisory Annuity phone team, you will help individuals and businesses prepare for and protect their retirement. You will take inbound calls from advisors and clients wanting to service their annuity contract. Calls may involve withdrawals, contributions, and in-force contracts; some calls may be related to new business. You will also process non-financial requests, such as updating owner or beneficiary information on a contract. The team delivers a quality experience with each interaction while maintaining service level agreements. Approximately 75% of your day will be spent on inbound calls (avg 20 calls per day) and 25% on processing requests.

Qualifications and Core Competencies:

Driven candidates eager to build a rewarding career in financial services
Strong communicators who excel in service-oriented roles
A completed or nearly completed bachelor's degree (preferably in Business, Communications, Marketing, Economics or related field)
Ability to deliver friendly customer service while talking on the phone and working through computer systems simultaneously
Two years of solid work experience in a service-related field (e.g., Restaurant, Call Center, Banking, Retail, Administrative, Hospitality)
Ability to multi-task, organize, and prioritize work

To pursue this opportunity, please send your updated resume to michelle.liggett@randstadusa.com for consideration. Thank you and we look forward to connecting with you!

Employment details