Client Services Representative

Randstad; Columbus (OH); On-site; USD 21,593 - 30,754; Full time

Benefits offered by this job

Hybrid work schedule

Free parking

Employer-sponsored study materials

Career mobility opportunities

Job summary

A leading staffing service is seeking a Senior Account Manager in Columbus, OH. This role involves providing exceptional customer service and support regarding retirement accounts while achieving sales goals. Ideal candidates possess a bachelor's degree and have prior experience in customer service or sales. The position offers a hybrid work schedule and growth opportunities within a Fortune 100 company.

Qualifications

• Completed or nearly completed bachelor's degree preferred.
• One year of work experience in a service-related field.
• Ability to provide friendly customer service over the phone.

Responsibilities

• Taking incoming calls from public sector participants.
• Educate customers on products and sales objectives.
• Building meaningful connections with customers.

Skills

Customer service

Communication

Adaptability

Sales

Education

Bachelor's degree in Business, Communications or Economics

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…

Ready to join the Securities Industry? Do you enjoy collaborating with members, answering questions, and educating others? Join the Financial Services and Retirement Solutions team which assists current members, plan sponsors and brokers with account maintenance, answering questions about current Life insurance or 401k policies, and planning for retirement.

The Details:

• Hybrid work schedule (2 Days in office and 3 work from home)
• Compensation: $19/hr ( pay increase within 6-12 months )
• Free Parking
• Employer sponsored Finra study materials and exams
• Career mobility within a Fortune 100 organization after 1 year of service

Hours of Operation: Monday - Friday: 8:00 AM - 11:00 PM. Saturday: 9:00 - 6:00; Open availability is required.

Paid Training is for 7 weeks. Training hours are expected to be Monday through Friday 9am to 5:30 pm

About the Job

As a Representative, you will provide extraordinary care to members, partners, plan sponsors and investment professionals. You will understand high level product/plan and regulatory requirements to analyze and resolve general account plan fees or plan inquiry questions will be key to success. Additionally, you will effectively interpret and articulate the company\'s marketing strategies when communicating with customers.

Key Responsibilities

• Taking incoming calls from public sector participants regarding their retirement accounts.
• Individuals will be trained to handle basic topics such as account balance, distribution questions, password reset, etc.
• Building meaningful connections/relationships and engage with customers via phone inquiries
• Educate and provide service to customers on products to support sales objectives
• Uncover routine sales opportunities and market products to support sales objectives
• Reviews, researches, and interprets records and reports to accurately make decisions

What we are looking for in a candidate

• Candidates who hunt for innovative ideas and seek feedback to continuously improve performance
• A passion and drive to succeed in a fast paced environment
• An engaging personality, both in person and over the phone
• Someone who can easily adapt to change
• A candidate who hunts for ideas and seeks feedback for opportunities to improve in their job

As an ideal candidate you will have

• A completed or nearly completed bachelor\'s degree (preferably in Business, Communications, Economics or a related field)
• Candidates interested in building a career in sales and service atmosphere with a top employer
• One year of solid work experience in a service related field. Restaurant, retail, administrative, hospitality, etc.
• Candidates must be able to deliver friendly customer service while talking on the phone and working through computer systems simultaneously
• SERIES 6 and 63 LICENSES WILL EVENTUALLY BE REQUIRED

If you are someone who has a passion for helping others and enjoys working in a fast paced environment apply or send your resume to [e-mail] for consideration.

I look forward to connecting!

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance, Customer Service, and General Business
• Industries: Financial Services and Insurance

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