Jr. Financial Representative - Columbus, OH - Hybrid

Russell Tobin; Columbus (OH); On-site; USD 21,787 - 31,030; Full time

Benefits offered by this job

Comprehensive healthcare coverage

401(k)-retirement savings

Employee discounts

Professional growth opportunities

Job summary

A financial services company in Columbus, OH is seeking a Junior Financial Representative to manage high-volume inbound calls and provide exceptional support to clients. The role requires strong communication and problem-solving skills, with a preference for candidates who are recent graduates or have experience in a call center. The company offers competitive hourly pay and opportunities for professional growth in a dynamic and performance-driven environment.

Qualifications

• Strong communication and problem-solving skills are essential.
• Ability to handle high-volume inbound calls in a call center environment.
• Highly professional and committed to delivering excellent customer service.

Responsibilities

• Respond to inbound client calls regarding financial inquiries.
• Deliver accurate and efficient service while meeting performance metrics.
• Troubleshoot issues to enhance client experience.
• Maintain knowledge of brokerage operations and financial products.
• Work collaboratively in a fast-paced environment.

Skills

Strong communication skills

Problem-solving skills

Ability to multi-task

Customer service orientation

Education

College Degree or relevant experience in call center

Job description

Overview

Jr. Financial Representative - Columbus, OH (Recent grads are welcome)

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: $19.17

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.