Customer Service Representative-Financial Services

Randstad USA; Columbus (OH); Hybrid; USD 35,100 - 42,900; Full time

Benefits offered by this job

Health Benefits

Free Parking

Career growth opportunities

Job summary

Randstad USA is seeking a Client Services Representative to join their team in Columbus, Ohio. This exciting role involves helping individuals prepare for retirement while providing top-notch customer service. After an initial training period of five weeks, the position transitions to a hybrid model, allowing for some remote work.

The ideal candidate will possess strong communication skills, a degree in a relevant field, and at least two years of experience in a service role. We offer competitive pay, health benefits, and opportunities for career advancement.

Qualifications

• Driven candidates eager to build a rewarding career in financial services.
• Candidates must be able 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.

Responsibilities

• Help individuals and businesses prepare for and protect their retirement.
• Take inbound calls from agents submitting life insurance applications.
• Deliver a quality experience while maintaining service level agreements.

Skills

Strong communication skills

Attention to detail

Customer service experience

Education

Completed or nearly completed bachelor's degree

Job description

Customer Service: Client Services Representative

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!

• Start Date: 6/30/26
• Pay rate: $19.00 per hour
• First 8 weeks in person - transition to hybrid(2 days a week in office) after 8 weeks
• 5 weeks of paid, in person training - hours Monday-Friday 9 am- 4:30 pm
• Free Parking!
• We offer weekly pay and Health Benefits!
• We offer career growth opportunities after 12 months with pay increase!

Duties and Responsibilities:

As a Representative in our Life New Business phone team, you'll play a vital role in helping individuals and businesses prepare for and protect their retirement. We are looking for candidates who are passionate about delivering extraordinary care.

In this role you would be taking inbound calls from agents who submit life insurance applications. This team answers inbound calls for all pending life cases for all distributions and acts as a liaison to the Case Managers and the Underwriters. This solution center is responsible for delivering a quality experience with each interaction, while maintaining and exceeding service level agreements. The role requires strong attention to detail, the ability to learn fast and to manage ambiguous requirements, and a strong quality and productivity focus

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, Economics or related field)
• Candidates must be able 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. Restaurant, Retail, Administrative, Hospitality, etc.

If this is something that you would like to pursue, please send your updated resume to [e-mail] for consideration. Thank you and we look forward to connecting with you!