Customer Service-Financial Service Representative

Randstad

Columbus (OH)

Hybrid

USD 21,593 - 30,754

Full time

14 days+

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Benefits offered by this job

Health benefits

Weekly pay

Paid training

Career growth opportunities

Paid SERIES 6 LICENSE

Job summary

An established industry player is seeking a Senior Account Manager to join their dynamic Financial Services team. This role involves providing exceptional support to clients regarding retirement planning and account maintenance. Candidates will enjoy a hybrid work schedule, extensive training, and opportunities for career growth. With a focus on consultative sales, you will engage with clients to understand their needs and offer tailored solutions. If you are passionate about helping others and eager to develop your career in a supportive environment, this opportunity is for you!

Qualifications

2 years of customer service experience in relevant fields.
Financial services experience is a plus but not required.

Responsibilities

Fielding 50-60 inbound calls daily regarding financial services.
Cross-selling products and maintaining compliance with regulations.

Skills

Consultative sales aptitude

Excellent verbal communication

Excellent written communication

Customer service experience

Proficiency with computers

Education

High school diploma or equivalent

Undergraduate degree in Finance, Business Administration, Insurance, Economics, or Communications

Tools

Common office software

Job description

3 days ago Be among the first 25 applicants

Direct message the job poster from Randstad

Senior Account Manager in partnership with Nationwide Insurance

Financial Services Representative-Inbound Support

Details:

Start Date: 5/19/25
Pay Rate: $19/hr.
Hybrid Work Schedule. Monday/Fridays WFH and Tues/Wed/Thurs in office - 1000 Yard St Grandview Heights, OH 43212.
Office Hours: 8am - 8pm Mon - Fri. Candidates will be scheduled for a 38.75 work week
5 weeks paid training – 10-6:30 Monday - Friday
Health Benefits and weekly pay!
Career growth opportunities after 12 months with pay increase!
Paid SERIES 6 LICENSE!
Undergraduate degree in Finance, Business Administration, Insurance, Economics, and Communications preferred!

Join the Financial Services team that assists participants, plan sponsors and brokers with account maintenance and answering general questions about planning for retirement.

Responsibilities:

Fielding an average of 50 - 60 inbound private client calls per day from members, plan sponsors and brokers regarding Financial Services and Retirement planning; discussing plan options and updating account information.
Interpret and apply all changes and enhancements to new and old products.
Cross-sells unfamiliar product line to support strategy of all business lines meeting goals.
Identifies the root cause to proactively offer consultative expertise and uncover the unstated need.
Maintains a documented record of conversations to best learn from customers.
Utilizes virtual technology and social media to enhance customer, financial advisor, and agent experience.
Follows all rules and regulations to ensure compliance.

What you need:

Have a consultative sales aptitude and enjoy interacting with customers and helping others.
Financial services experience is a plus, but not necessary.
Highly engaged, grateful, and humble attitude.
Excellent verbal and written communications.
Proficiency with computers and common office software.

Education: High school diploma or equivalent required. Undergraduate degree in Finance, Business Administration, Insurance, Economics, and Communications preferred.

Experience: 2 years customer service experience in banking, financial services, retail, sales and/or hospitality experience.

- A SERIES 6 LICENSE WILL EVENTUALLY BE REQUIRED.

Interested?

Make sure your resume is up to date and forward it to michelle.liggett@randstadusa.com for consideration. Thank you and we look forward to connecting with you!

Seniority level