Customer Service Representative-Financial Services

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

Benefits offered by this job

Weekly pay

Comprehensive health benefits

Career advancement opportunities

Job summary

Randstad USA in Grandview Heights, OH is hiring a Solution Center Representative to serve as the primary contact for inbound inquiries about financial products. You will help customers and financial advisors by providing clear information and effective resolutions.

The role includes 2-3 years of customer service experience, a related bachelor's degree if possible, and strong communication skills. Training lasts 5-6 weeks; 38.75-hour weeks with hybrid work and paid benefits.

Qualifications

• 2-3 years of experience in a customer service or sales capacity.
• Bachelor's degree in Finance, Business, Economics, Communications, or related field preferred.
• Strong verbal and written communication skills.
• Consultative, problem-solving mindset and a customer-first attitude.

Responsibilities

• Serve as the primary contact for inbound calls on financial products, taxes, and withdrawals.
• Analyze and resolve customer issues, taking ownership to ensure a positive outcome.
• Educate callers on product features and services.
• Maintain accurate records in compliance with all regulatory guidelines.

Skills

Customer service

Communication

Problem solving

Consultative mindset

Education

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

Job description

Join a Fortune 100 Company as a Solution Center Representative

Randstad is hiring for a career-launching opportunity with a nationally recognized leader in the financial services industry, celebrated as one of FORTUNE's "100 Best Companies to Work For" for 11 consecutive years.

This role is designed for motivated professionals eager to begin a career in finance. We provide a direct pathway to becoming a licensed professional by sponsoring and paying for you to obtain your SIE ,Series 6 and 63 licenses.

Position Overview:

As a Solution Center Representative, you will be a trusted point of contact for financial advisors and customers. You will handle inbound inquiries regarding a range of financial products, including annuities, providing clear information and effective resolutions.

Key Responsibilities:

• Serve as the primary contact for inbound calls, addressing questions on financial products, taxes, and withdrawals.
• Analyze and resolve customer issues, taking ownership to ensure a positive outcome.
• Educate callers on product features and services.
• Maintain accurate records in compliance with all regulatory guidelines.

Qualifications:

• 2-3 years of experience in a customer service or sales capacity.(Retail and Restaurant experience) Financial services experience is a plus.
• A bachelor's degree in Finance, Business, Economics, Communications, or a related field is preferred.
• Strong verbal and written communication skills.
• A consultative, problem-solving mindset and a professional, customer-first attitude.

Compensation & Schedule:

• Pay Rate: Starting at $19.00 per hour, with a performance-based increase within the first year.
• 5-6 weeks of paid training. Hours are M-F 9 am- 5:30 pm
• Schedule: Full-time, 38.75-hour work week, Monday through Friday. Shifts are assigned between 8:00 AM and 8:00 PM EST following the initial training period. No weekends required.( new starts typically are assigned to work M-F 11:30 am- 8:00 pm)
• Location: This is a hybrid position requiring 3 days work from home and 2 days per week in our Grandview Heights, OH office (1000 Yard St, 43212).
• Benefits: Includes weekly pay, comprehensive health benefits, and significant opportunities for career advancement.