Financial Services Representative

Randstad USA; Columbus (OH); Hybrid; USD 40,000 - 42,000; Full time

Benefits offered by this job

Comprehensive health benefits

Career growth opportunities

Paid training

Job summary

Randstad USA is seeking Financial Services Representatives / Retirement Planning Associate in Columbus, OH to handle inbound client calls, retirement planning questions, and account maintenance with a focus on client service.

Open to candidates in EST/CST zones with hybrid work (2 days onsite within 35 miles of Columbus) or remote for others. Paid training is provided for 5 weeks, and pay starts at $19/hr with weekly pay and potential increases within 12 months.

Qualifications

• 2+ years of customer service experience in banking, financial services, retail, sales, and/or hospitality.
• Excellent verbal and written communication skills.
• Strong computer proficiency.
• High school diploma or equivalent; undergraduate degree in Finance, Business Administration, Insurance, Economics, or Communications preferred.
• Note: A Series 6 license will eventually be required.

Responsibilities

• Field an average of 50–60 inbound private client calls daily regarding financial services and retirement planning.
• Discuss plan options, interpret product changes, and update account information.
• Cross-sell product lines, identify root causes to offer consultative expertise, and uncover unstated needs.
• Maintain documented conversation records and utilize virtual technology to enhance the client and advisor experience.
• Ensure full compliance with all applicable rules and regulations.

Skills

Customer service

Consultative sales

Communication

Computer proficiency

Education

High school diploma or equivalent

Undergraduate degree in Finance, Business or related (preferred)

Job description

Now Hiring: Financial Services Representatives/ Retirement Planning Associate

Are you looking to take on a new challenge in the financial services industry, or seeking your entry into the field? If you have a background in customer service, retail sales, banking, or finance, we want to talk to you!

Join our Financial Services team supporting participants, plan sponsors, and brokers with account maintenance, retirement planning questions, and client service.

• Start Date: 10/26/26
• Pay Rate: $19/hr (Weekly pay) Possible pay increase withing the first 12 months
• Office Hours & Schedule: Monday – Friday, 8:00 AM – 8:00 EST. 38.75-hour work week with variable shifts. Open availability between 8:00 AM – 8:00 EST is required.
• Training: 5 weeks of paid training (Monday – Friday, 10:00 AM – 6:30 PM EST)
• Benefits: Comprehensive health benefits and career growth opportunities with pay increases after 12 months.

Location & Remote Flexibility

• Open to candidates residing in the EST and CST time zones.
• Hybrid: Required for candidates living within 35 miles of our offices (2 days/week onsite).
• Remote: Considered for candidates residing outside the 35-mile radius of Columbus, OH.

Key Responsibilities

• Field an average of 50–60 inbound private client calls daily regarding financial services and retirement planning.
• Discuss plan options, interpret product changes, and update account information.
• Cross-sell product lines, identify root causes to offer consultative expertise, and uncover unstated needs.
• Maintain documented conversation records and utilize virtual technology to enhance the client and advisor experience.
• Ensure full compliance with all applicable rules and regulations.

What We're Looking For

• Consultative sales aptitude with a passion for helping others and interacting with customers.
• 2+ years of customer service experience in banking, financial services, retail, sales, and/or hospitality. (Financial services experience is a plus, but not required!)
• Excellent verbal and written communication skills, alongside strong computer proficiency.
• High school diploma or equivalent required; undergraduate degree in Finance, Business Administration, Insurance, Economics, or Communications preferred.
• Note: A Series 6 license will eventually be required.

Thank you and we look forward to connecting with you!