Financial Representative Jr.

Russell Tobin

Columbus (OH)

On-site

USD 26,381 - 26,394

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

Comprehensive healthcare coverage
401(k)-retirement savings
Employee discounts

Job summary

A renowned financial services company is seeking motivated Financial Representatives in Columbus, OH. This role involves providing exceptional support in a fast-paced call center environment. The ideal candidate will possess strong communication skills, have a college degree or relevant experience, and be committed to delivering outstanding service. Comprehensive benefits package offered, including healthcare and 401(k).

Qualifications

  • Strong communication and problem-solving skills.
  • Ability to multi-task and remain calm under pressure.
  • Highly professional, career-driven, and committed to delivering world-class customer service.

Responsibilities

  • Respond to inbound client calls regarding financial services.
  • Deliver accurate and efficient service while meeting performance metrics.
  • Troubleshoot issues and maintain knowledge of financial products.

Skills

Communication
Problem-solving
Multi-tasking

Education

College Degree or previous contact center experience

Job description

1 day ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

This range is provided by Russell Tobin. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$19.15/hr - $19.16/hr

Direct message the job poster from Russell Tobin

Pride Global offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Description:

We are seeking motivated and customer-focused professionals to join our team as Financial Representatives. This role is primarily focused on handling high-volume inbound calls within a call center environment, providing exceptional support to clients in the financial services sector.

Hourly Payment: $19.16

Responsibilities:

  • Respond to inbound client calls regarding brokerage accounts, cash management products, online and mobile platforms, and general account or financial inquiries.
  • Deliver accurate, efficient, and professional service while consistently meeting departmental performance metrics.
  • Troubleshoot issues and provide effective solutions to enhance the client experience.
  • Maintain a strong knowledge of brokerage operations, financial products, and digital service tools.
  • Work collaboratively in a fast-paced, team-oriented environment.
  • Adapt quickly to change and manage multiple priorities in a busy service center.

Qualifications:

  • College Degree OR previous contact center / call center experience from 2 - 5 years (financial services background strongly preferred).
  • Strong communication and problem-solving skills.
  • Ability to multi-task and remain calm under pressure.
  • Highly professional, career-driven, and committed to delivering world-class customer service.

What We Offer:

  • Opportunity to gain valuable experience in the financial services industry.
  • Professional growth in a performance-driven, client-focused environment.
Seniority level
  • Seniority level
    Associate
Employment type
  • Employment type
    Contract
Job function
  • Job function
    Finance and Customer Service
  • Industries
    Banking, Investment Banking, and Telephone Call Centers

Referrals increase your chances of interviewing at Russell Tobin by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Get notified when a new job is posted.

Sign in to set job alerts for “Financial Representative” roles.

Columbus, OH $53,400.00-$109,500.00 1 day ago

Financial Representative - Training Provided

Columbus, OH $85,000.00-$110,000.00 4 days ago

Dublin, OH $77,000.00-$131,000.00 2 weeks ago

Columbus, OH $95,000.00-$110,000.00 1 week ago

Columbus, OH $75,000.00-$90,000.00 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Jr. Financial Representative
Jr. Financial Representative

Russell Tobin • Columbus (OH)

On-site
Comprehensive healthcare coverage
401(k) retirement savings
Employee discounts
+1
Financial Representative
Financial Representative

ApTask • Columbus (OH)

On-site
Customer Service Representative
Customer Service Representative

Russell Tobin • Columbus (OH)

Hybrid
Competitive compensation package
Opportunities for career advancement
Dynamic work environment
Customer Service Specialist
Customer Service Specialist

Russell Tobin • Columbus (OH)

On-site
Get your foot in the door at a top-tier financial institution
Develop skills in client service and financial operations
Potential to convert to a full-time, permanent role
+3
Financial Analyst
Financial Analyst

Compunnel Inc. • Columbus (OH)

On-site
Customer Service Representative
Customer Service Representative

Russell Tobin • Youngstown (OH)

On-site
Comprehensive healthcare coverage
401(k)-retirement savings
Employee discounts with preferred vendors
Call Center Representative
Call Center Representative

Russell Tobin • Columbus (OH)

Hybrid
Comprehensive healthcare coverage
401(k) retirement savings
Employee discounts
+2
Jr. Financial Representative - Columbus, OH - Hybrid
Jr. Financial Representative - Columbus, OH - Hybrid

Russell Tobin • Columbus (OH)

On-site
Comprehensive healthcare coverage
401(k)-retirement savings
Employee discounts
+1
Financial Services Representative
Financial Services Representative

A Hiring Company • Sheboygan (WI)

On-site
USD 37,000 - 72,000
Customer Service Representative
Customer Service Representative

Russell Tobin • Columbus (OH)

On-site
Comprehensive healthcare coverage
401(k)-retirement savings
Employee discounts with preferred vendors