Client Services Representative
1 month ago
Location: 1000 Yard St, Grandview Heights, OH 43212
Work Schedule: Hybrid (Remote on Mondays and Fridays, In-Office Tuesday, Wednesday, and Thursday during training; post-training will be Wednesday and Thursday in-office)
Compensation: $19 per hour
Position Type: Temp to Hire
Training Duration: 5 weeks
Overview:
Join the Retirement Solution Center as a Retirement Solutions Representative, where you will provide exceptional service to our members, partners, plan sponsors, and investment professionals. This role is an excellent opportunity for candidates looking to build a career in financial services.
Key Responsibilities:
- Respond to incoming calls from investment professionals, plan sponsors, and members regarding retirement plans, account maintenance, and system navigation.
- Understand and interpret various product suites, including current offerings and those no longer sold that require servicing.
- Maintain detailed records of conversations to enhance member relationships.
- Ensure compliance with FINRA regulations, Nationwide policies, and state/local laws.
- Educate customers on tax implications, penalties, benefits, and other plan-related inquiries.
- Analyze issues to determine appropriate actions and collaborate with internal partners to resolve escalated issues.
- Participate in monthly meetings with leadership to develop a career path strategy and set goals for success.
Requirements:
- Education: High school diploma or equivalent required; Bachelor’s degree in finance, business administration, insurance, economics, or communications preferred.
- Experience: Minimum of 1 year in customer service or sales-related occupations.
- Skills:
- Knowledge of insurance products and sales processes.
- Understanding of state and local laws regarding product features.
- Excellent verbal and written communication skills.
- Proficiency in computer and common office software.
- Ability to utilize technology to enhance customer interactions.
Licenses/Certifications:
Candidates must be able to pass a credit check. Upon hire, Nationwide will provide 120 days to complete and pass the SIE and Series 6 licenses, with costs covered by the company. FINRA Series 6 and/or 26 licenses are preferred.
Availability:
Candidates must have open availability Monday to Friday from 8 AM to 11 PM and Saturday from 9 AM to 6 PM. Work schedules will be randomly assigned after training, and we cannot consider candidates with schedule conflicts.
-
Client Service Representative
4 weeks ago
Cottonwood Heights, Utah, United States FIRST-CITIZENS BANK & TRUST COMPANY Full timeJob Summary:We are seeking a highly skilled Client Service Representative to join our team at First Citizens Bank & Trust Company. As a Client Service Representative, you will be responsible for providing exceptional customer service to our commercial clients, ensuring their needs are met and exceeded.Key Responsibilities:Provide timely and accurate...
-
Service Representative
4 weeks ago
Grandview, Missouri, United States Freedom Cycles Full timeJob SummaryWe are seeking a highly skilled and motivated Service Representative to join our team at Freedom Cycles. As a Service Representative, you will be responsible for providing exceptional customer service and sales support to our clients.Key ResponsibilitiesProvide excellent customer service and communication skills to a diverse client base.Develop...
-
Laboratory Client Service Representative
4 weeks ago
Arlington Heights, United States Endeavor Health - Edward-Elmhurst Healthcare Full timePosition: Laboratory Client Service Representative. Location: Northwest Community Hospital. Full Time/ Part Time: Part Time. Hours: Monday-Friday, 4:30 pm-9:30 pm, Saturday 9 am-5:30 pm. A Brief Overview:The Customer Service Representative I plays a Client Service, Representative, Laboratory, Customer Service, Healthcare, Financial, Retail
-
Customer Service Representative
4 weeks ago
Grandview Heights, Ohio, United States Giant Eagle Full timeJob SummaryWe are seeking a Customer Service Representative to join our team at Giant Eagle. As a Customer Service Representative, you will be responsible for providing excellent customer service, operating a cash register, and maintaining a clean and safe store environment.ResponsibilitiesProvide exceptional customer service by greeting customers, answering...
-
Laboratory Client Service Representative
4 weeks ago
Arlington Heights, Illinois, United States Endeavor Health - Edward-Elmhurst Healthcare Full timeJob Summary:The Client Service Representative I role at Endeavor Health - Edward-Elmhurst Healthcare involves providing exceptional support to laboratory clients. This part-time position requires a strong focus on customer service, with a commitment to delivering high-quality service in a fast-paced environment.Key Responsibilities:• Respond to client...
-
Customer Service Representative
2 months ago
Grandview Heights, United States Randstad Full timeJob DescriptionJob DescriptionAre you passionate about delivering extraordinary care and making a real impact in people's lives? We’re looking for dynamic Customer Service Representatives ready to engage with investment professionals, plan sponsors, and members to provide top-notch service and support. APPLY TODAY! What You’ll Do:Handle various...
-
Customer Service Representative
4 weeks ago
Grandview, Missouri, United States Baker Commodities Full timeAt Baker Commodities, we are seeking a highly skilled Customer Service Representative to join our team. The ideal candidate will have 3 to 5 years of experience in the restaurant/food industry and possess excellent communication and problem-solving skills.The Customer Service Representative will be responsible for soliciting new business and maintaining the...
-
Customer Service Representative
4 weeks ago
Grandview, Missouri, United States Burger and Brown Engineering Full timeAt Burger & Brown Engineering, we are seeking a highly skilled Customer Service Representative to join our team. As a key member of our Inside Sales team, you will be responsible for maintaining customer relationships and providing exceptional customer service.Key Responsibilities:Manage customer relationships and resolve customer complaints efficiently and...
-
Customer Service Representative
4 weeks ago
Grandview, Missouri, United States Banner Solutions Full timeJob SummaryWe are seeking a highly motivated and results-driven Customer Relations Representative to join our team. As a key member of our sales and service team, you will be responsible for building and maintaining strong relationships with our customers, identifying new business opportunities, and providing exceptional customer service.Key...
-
Client Services Coordinator
2 months ago
Dearborn Heights, United States Community Medical Services Full timeOverview: Shift: Monday - Friday 5:00 am- 1:00pm and Saturdays 6:00am- 10:00am Community Medical Services (CMS) is hiring a Client Services Coordinator. Under the supervision of the Clinic Manager, the Client Services Coordinator will be the face of the clinic and is responsible for greeting clients and visitors as they come into the clinic in a...
-
Customer Service Representative
4 weeks ago
Sterling Heights, Michigan, United States All Dry Services of Metro Detroit Full timeJob DescriptionAt All Dry Services of Metro Detroit, we are seeking a highly motivated and organized Customer Service Representative to join our team. As a key member of our customer-facing team, you will be responsible for promoting our exceptional services and building strong relationships with our customers.About the Role:Provide exceptional customer...
-
Client Service Specialist
1 month ago
Arlington Heights, United States EPIC Brokers Full timeLocation: Hybrid, Arlington Heights, IL SUMMARY:The primary role of the Client Service Specialist is to provide administrative support to Account Team Leaders in connection with the insurance renewal process including, but not limited to maintaining client folders, producing client facing material and deliverables and preparing invoices. The requirements...
-
Customer Service Representative
4 weeks ago
Grandview, United States Burger and Brown Engineering Full timeOur SMARTFLOW® Inside Sales Representative will have exceptional customer service, customer resolution, impeccable communication, products and technical knowledge, inventory management and process knowledge, as well as service level mindedness. This vital role is responsible for maintaining customer relationships within Burger & Brown Engineering, Inc.'s...
-
Customer Service Sales Representative
4 weeks ago
Grandview, Missouri, United States Storm Restorations of America Full timeJob DescriptionAt Storm Restorations of America, we are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Sales Representative.The ideal candidate will have excellent communication skills, a strong work ethic, and the ability to work independently in a fast-paced environment.Key Responsibilities:Conduct roof...
-
Solutions Center Representative
1 day ago
Grandview Heights, United States Pyramid Consulting, Inc Full timeImmediate need for a talented Solutions Center Representative. This is a 24+ Months Contract opportunity with long-term potential and is located in Grandview Heights OH (Hybrid). Please review the job description below and contact me ASAP if you are interested.Job ID:24-50812Pay Range: $17 - $19/hour. Employee benefits include, but are not limited to, health...
-
Solutions Center Representative
2 days ago
Grandview Heights, United States Pyramid Consulting, Inc Full timeImmediate need for a talented Solutions Center Representative. This is a 24+ Months Contract opportunity with long-term potential and is located in Grandview Heights OH (Hybrid). Please review the job description below and contact me ASAP if you are interested.Job ID:24-50812Pay Range: $17 - $19/hour. Employee benefits include, but are not limited to, health...
-
Insurance Sales Representative
1 month ago
Grandview, Missouri, United States American Income Life: AO - Verna Willbur Full timeJob OverviewAmerican Income Life: AO - Verna Willbur is seeking a skilled insurance professional to join our team as an Insurance Sales Representative. This role involves working with clients to provide personalized insurance solutions and building strong relationships to drive business growth.Key Responsibilities• Respond to client inquiries and provide...
-
Grandview, United States Pyramid Consulting, Inc Full timeImmediate need for a talented Customer Service/ Solutions Center Representative. This is a 12+ Months contract opportunity with long-term potential and is located in Grandview Heights OH(Hybrid).Please review the job description below and contact me ASAP if you are interested.Job ID: 24-37898Pay Range: $18 - $19/hour. Employee benefits include, but are not...
-
Client Service Specialist
2 months ago
Arlington Heights, United States EPIC Brokers Full timeLocation: Hybrid, Arlington Heights, IL SUMMARY: The primary role of the Client Service Specialist is to provide administrative support to Account Team Leaders in connection with the insurance renewal process including, but not limited to maintaining client folders, producing client facing material and deliverables and preparing invoices. The requirements...
-
Life Underwriting Consultant
4 weeks ago
Grandview Heights, Ohio, United States Nationwide Private Client Full timeJob SummaryWe are seeking a highly skilled Life Underwriting Consultant to join our team at Nationwide Private Client. As a key member of our underwriting team, you will be responsible for analyzing and selecting applications for life insurance, ensuring that our customers receive the best possible coverage.Key ResponsibilitiesEvaluate and underwrite complex...