Financial Services: Customer Support & Account Care

Forge National LLC; Cincinnati (OH); On-site; USD 55,000 - 78,000; Full time

Benefits offered by this job

Health insurance (medical, dental, and

Retirement plan with employer matching

Paid time off (vacation, sick leave, &

Holidays

Bonuses (potential)

Job summary

Forge National LLC in Cincinnati, OH seeks a full-time Customer Service Representative to assist clients with financial services, process transactions, and provide information on products. The role emphasizes accuracy, empathy, and strong client relationships in a fast-paced environment.

You'll handle inquiries by phone, email, and in-person when needed, contributing to a high-quality service culture. Competitive benefits accompany a 55k–77,742 annual salary and a supportive team.

Qualifications

• Previous experience in customer service, preferably in the financial services industry.
• High school diploma or equivalent; some college coursework preferred.
• Excellent communication and interpersonal skills with empathy and professionalism.
• Strong problem-solving skills with the ability to think on your feet.
• Proficiency in Microsoft Office, especially Excel.

Responsibilities

• Answer customer inquiries via phone, email, and chat with clear, helpful information.
• Resolve customer issues and complaints in a timely, professional manner.
• Assist customers with account management, including opening new accounts and processing transactions.
• Stay up-to-date with industry trends and best practices for quality service.
• Collaborate with the team to continuously improve customer service processes.
• Maintain accurate records of customer interactions.

Skills

Customer service

Communication skills

Problem-solving

Education

High school diploma or equivalent

Tools

Microsoft Excel

Microsoft Office Suite

Job description

Forge National LLC in Cincinnati, OH seeks a full-time Customer Service Representative to assist clients with financial services, process transactions, and provide information on products. The role emphasizes accuracy, empathy, and strong client relationships in a fast-paced environment.

You'll handle inquiries by phone, email, and in-person when needed, contributing to a high-quality service culture. Competitive benefits accompany a 55k–77,742 annual salary and a supportive team.