Retirement & Financial Services Support Specialist

Randstad USA; Columbus (OH); Hybrid; USD 38,000 - 39,000; Full time

Benefits offered by this job

Free parking

Benefits including medical, dental, 4/

Job summary

Randstad USA in Columbus, OH is seeking a entry-level Financial Services Representative to support members, plan sponsors and brokers. This hybrid role offers 2 days in office and 3 work-from-home days with a $19/hr wage, paid training, and a pathway to Series 6/63 licenses.

You will handle retirement account questions, educate customers on products, and help resolve routine inquiries while developing client relationships within a Fortune 100 organization.

Qualifications

• Bachelor's degree (completed or near completion) in business, communications, economics or related field.
• One year of solid work experience in a service-related field.
• Series 6 and 63 licenses will eventually be required.
• Entry level role with 2 years of experience indicated in posting.

Responsibilities

• Taking incoming calls from public sector participants regarding retirement accounts.
• Handle basic topics such as account balance, distribution questions, password resets.
• Build meaningful connections with customers via phone inquiries and educate on products to support sales objectives.
• Uncover routine sales opportunities and market products to support sales objectives.
• Review and interpret records to make accurate decisions; resolve routine errors.

Skills

Active listening

Phone etiquette

Basic software

Typing skills

Adaptability

Call center

Financial services

Wealth management

Financial planning

Retirement planning

Education

Bachelor's degree

Job description

Randstad USA in Columbus, OH is seeking a entry-level Financial Services Representative to support members, plan sponsors and brokers. This hybrid role offers 2 days in office and 3 work-from-home days with a $19/hr wage, paid training, and a pathway to Series 6/63 licenses.

You will handle retirement account questions, educate customers on products, and help resolve routine inquiries while developing client relationships within a Fortune 100 organization.